In our recent posts, we have talked about the EDI Framework and how we can use it to receive and send files. In this final post, we want to showcase the last details of this framework and explore how to receive and process files.
Importing Files
Imagine we have documents stored in an external system, such as an SFTP server or a cloud folder. Instead of manually downloading and processing each file, we can configure an automated process to import them directly.
To achieve this, we define a storage location and configure its connection in Odoo. Once established, Odoo can detect and retrieve files automatically. These files can be stored in different folders, such as:
- To-Do: Files waiting to be processed
- Done: Successfully processed files
- Error: Files that encountered issues
Once everything is set up, the system periodically checks for new files and brings them into Odoo without the need for manual intervention.
Processing Documents
Once the files are in the system, the next step is processing them. This means extracting the necessary information and converting it into system records, such as sales orders or invoices. Odoo can read the file, understand its contents, and automatically create the necessary records without human intervention.
This process runs in the background, making document management smooth and efficient.
Why Is It Important?
Automation eliminates repetitive and tedious work while also reducing the risk of errors. Having an automated system ensures that everything remains organized and up to date.