Shopify, Odoo data flow - ajay3003/doc GitHub Wiki

== Which Method Should You Use? ==

✔️ '''For Small Stores:''' Use '''CSV Import''' (Manual).
✔️ '''For Mid-Sized Businesses:''' Use '''Third-Party Odoo Apps'''.
✔️ '''For Large Businesses:''' Use the '''Official Shopify-Odoo Connector'''.
✔️ '''For Developers & Custom Needs:''' Use '''API Integration'''.

== Where Should Inventory Be Maintained? ==

In an '''Odoo-Shopify integration''', inventory should be maintained in '''Odoo''' because Odoo acts as the '''central inventory management system''', ensuring accurate stock levels across multiple sales channels.

  • '''Odoo Inventory''' 🏢 → Master System
  • '''Shopify''' 🛒 → Sales Channel (Syncs stock from Odoo)
  • '''Warehouses''' 📦 → Physical locations managed in Odoo
  • '''Suppliers''' 🚛 → Replenish stock into Odoo

== 📊 Data Flow: Odoo-Shopify Inventory Synchronization ==

               🏭 Supplier / Manufacturer
                        │
            (Purchase Order in Odoo)
                        │
                        ▼
               📦 Odoo Inventory (Central Stock)
                        │
                        ▼
       🛒 Shopify Store (Stock Updated from Odoo)
         │              │               │
 (Customer Orders)  (Stock Reduced)  (Shipment Processed)
         │              │               │
         ▼              ▼               ▼
 🛍️ Order Sync  🏪 Warehouse Picking  🚚 Delivery Update
         │              │               │
         ▼              ▼               ▼
    Odoo Updates Inventory & Shopify Stock Levels

== 🔄 Detailed Inventory Data Flow ==

'''1️⃣ Stock Updates from Odoo to Shopify'''

  • Odoo is the source of truth for inventory.
  • Stock levels are automatically pushed to Shopify whenever inventory is updated in Odoo.

'''2️⃣ Customer Places Order on Shopify'''

  • Order details (customer, products, quantity) are sent to Odoo.
  • Shopify reduces stock only if managed separately.

'''3️⃣ Odoo Processes the Order'''

  • Odoo creates a Sales Order (SO).
  • Inventory is updated: reserved stock for fulfillment.

'''4️⃣ Warehouse Fulfillment'''

  • Warehouse team picks, packs, and ships the order.
  • Shipment details are updated in Odoo.

'''5️⃣ Shipping & Tracking Updates'''

  • Odoo updates order status as shipped.
  • Tracking information is sent back to Shopify & customer.

'''6️⃣ Stock Adjustment'''

  • Once shipped, Odoo reduces stock levels.
  • Shopify stock is updated automatically via API sync.

'''7️⃣ Purchase Order & Restocking'''

  • If stock is low, Odoo generates a Purchase Order (PO).
  • New stock is received in Odoo Warehouse and updates Shopify.

== 💡 Best Practices for Inventory Management ==

✔️ Keep Odoo as the '''Master Inventory System''' (Avoid managing inventory in Shopify).
✔️ Enable '''Automatic Sync''' between Shopify & Odoo to prevent overselling.
✔️ Set Up '''Warehouse Rules''' for multiple locations in Odoo.
✔️ Use '''FIFO/LIFO Accounting''' for stock valuation in Odoo.
✔️ Automate Replenishment with '''Reordering Rules''' in Odoo.

== 🚀 Recommended Setup ==

  • Use '''Odoo Inventory Module''' as the main warehouse manager.
  • Enable '''real-time synchronization''' using Odoo’s Shopify Connector.
  • Define '''Reordering Rules''' to prevent stockouts.
  • Set up '''Automated Actions''' for order fulfillment.
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