User Guide for Odoo AI-OCR Document Scanning Invoice

The Odoo AI-OCR document scanning module simplifies invoice management by using AI to extract key details from scanned invoices.

This eliminates the need for manual data entry, making recording invoice details faster and more reliable in Odoo.

• Automatically reads and adds key details of scanned invoices into Odoo.
• Accurately extract information, invoice numbers, dates, items, amounts and taxes to reduce errors.
• Processes multiple invoices simultaneously, saving time when processing bulk invoices.
• Uses AI to detect and extract data from even complex invoice formats.
• Allows users to create custom templates for specific invoice presentations.
• Provide options to adjust field mappings for various invoice structures, ensuring flexibility.
• Allows data extraction not only from PDFs but also directly from invoices stored in Odoo.

1. Once you purchase the application from the Webkul store, you will receive the link to download the zip file of the module.
2. Extract the file to your system once the download is complete. As a result, you will be able to see a folder named- ‘odoo_invoice_digitization’
3. Copy and paste this folder into your Odoo Add-ons Path.
4. Now open the Odoo app and click on the Settings menu. Here, click on Enable Developer mode.
5. Then open the Applications menu and click ‘Update module list‘
6. In the search bar, remove all filters and search for ‘odoo_invoice_digitization’
7. You will be able to see the module in the search results. Click on ‘Install‘ to install it.

1. After installing the Odoo AI-OCR Document Digitization Invoice module, go to the OCR pipelines. Open any record to check the extracted invoice data.

2.Open the recording to view details like name, OCR template, source, document and extracted JSON. Click Create a recording to save it in Odoo.

Additionally, you can edit, download or delete the PDF file of upload a document.

3. To check or create templates, go to Configuration tab and select OCR models.

4. To create a new template, click New in the upper left corner of the screen. This opens a form where you can specify the details and customize the template according to your needs.

5. Customize your invoice template by changing the field mapping. Add keywords, define data formats, and adjust field types, labels, and defaults for accurate extraction.

6. Click Dry test (as shown in step 5) to upload a PDF for data extraction. After extracting, click Create a recording to save it in Odoo.

7. Once you click Create a recordingthe data is saved and you can view the newly created record.

8. You can also run a trial directly from the invoices dashboard. Click the drop-down arrow next to “New” in the upper left corner, and select the “AI” option to extract data.

I hope you find the guide useful! Please feel free to share your thoughts in the comments below.

If you still have problems or questions about this, please create a ticket at the UV office.

Hope this helps. If you have additional questions, contact us via our support email.

Thank you for your attention!!