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Order Configuration

Pre-flight checklist

Before running a full order import, set the following under order configuration:

  • Import window — how far back the initial import should reach (start with 30 days for a quick sanity check, then extend).
  • Status filter — paid only? unpaid too? cancelled?
  • Customer creation behaviour — create new contacts in Odoo, or match by email against existing contacts?
  • Quote vs confirmed — should imported Shopify orders land as quotes (manual confirmation) or confirmed (auto-progress through fulfilment)?

Getting these right before the first import saves a lot of "delete + reimport" later.

Overview

Order configuration is the umbrella for every setting that controls how a Shopify order becomes an Odoo sale order. Sub-sections cover the import settings (date range, status filter), the order mapping (which Shopify status maps to which Odoo state), and links into Auto Workflow for post-import automation.

Configure how Shopify orders are imported and processed in Odoo.

Order Import Settings

SettingDescription
Order PrefixPrefix added to Shopify order numbers in Odoo
Sales JournalAccounting journal for Shopify sales
Auto ConfirmAuto-confirm sales orders on import
Auto InvoiceAuto-create invoice after order confirm
Auto ValidateAuto-validate invoice
Auto ShipAuto-create delivery order

Auto Workflow

Enable in Shopify → Configuration → Auto Workflow per order status.

Order Mapping

You can configure custom field mapping for orders by navigating to Shopify → Mapping → Order Mapping.

Mapping menu with Order Mapping option

Need Help?

Contact SDLC Corp at sdlccorp.com/contact-us or email sales@sdlccorp.com