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Order Configuration

Pre-flight checklistโ€‹

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.

Overviewโ€‹

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 Settingsโ€‹

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 Workflowโ€‹

Enable in Shopify โ†’ Configuration โ†’ Auto Workflow per order status.

Order Mappingโ€‹

You can configure custom field mapping for orders by navigating to Shopify โ†’ Mapping โ†’ Order Mapping.

Mapping menu with Order Mapping option

Need Help?

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

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