| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Sales (sale_management) |
| Lines of code | 2449 |
| Technical Name |
ar_erp_ai_ocr_sale |
| License | OPL-1 |
| Website | mailto:afif.ridhwan33@gmail.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Sales (sale_management) |
| Lines of code | 2449 |
| Technical Name |
ar_erp_ai_ocr_sale |
| License | OPL-1 |
| Website | mailto:afif.ridhwan33@gmail.com |
Smart AI OCR Sales Order
Capture customer purchase orders, quotations, and sales documents with a local OCR pipeline and optional AI extraction, then apply the reviewed result directly to Odoo quotations.
Built for real sales document intake
Customer purchase orders often arrive as PDFs, scans, screenshots, and inconsistent layouts. Smart AI OCR Sales Order extracts the document into a review workspace, matches products and customers, validates the currency, and writes the approved result back into Odoo.
Use the local OCR stack for a self-hosted workflow, or enable AI providers such as OpenAI, Anthropic, Google Gemini, or DeepSeek when you need stronger extraction on harder layouts.
Live screenshots from an Odoo 18 validation instance
Key views captured during a local production-like validation run.
Quotation Launch Button
The module starts directly from the quotation form with a dedicated Import Customer Document action.
Import Dialog
Upload the source file and choose import behavior such as customer preference, product matching, auto-create, taxes, and line replacement.
Review Workspace
Review customer detection, currency, totals, extraction method, parser notes, and every parsed line item before applying the result.
Import Tracking List
Monitor all imports from a dedicated list view with status, matched customer, totals, resulting sales order, and confidence score.
What the module can do
- Read text PDFs with `pdftotext`, `pypdf`, and `pdfplumber`
- OCR scanned PDFs and images with `Tesseract`, `pdf2image`, `Pillow`, and `OpenCV`
- Run optional AI extraction with `OpenAI`, `Anthropic`, `Google Gemini`, or `DeepSeek`
- Extract customer name, customer reference, order date, currency, subtotal, and total
- Parse line items with SKU, description, quantity, unit price, subtotal, and tax hints
- Auto-match customers and products using similarity scoring
- Auto-create missing customers and products when allowed
- Map detected tax hints into Odoo sales taxes
- Validate quotation currency against available sales pricelists before apply
- Provide reviewer notes, parser warnings, and confidence scoring
- Apply reviewed results directly to a quotation
- Create a standalone draft sales order with the source attachment
What you need to install
Required Odoo dependencies
- `sale_management`
- `mail`
Required Python packages
pip install pypdf pdfplumber Pillow pytesseract pdf2image opencv-python rapidfuzz
Recommended OS packages
apt install tesseract-ocr poppler-utils libgl1
brew install tesseract tesseract-lang poppler opencv
Optional AI requirement
Add an API key in `Settings > Sales > Smart AI OCR Sales Order` if you want AI-assisted extraction. Local OCR continues to work even without any AI provider.
From document to quotation in three steps
Upload
Upload the customer document from a quotation or from the standalone OCR workspace.
Review
Inspect the detected header, currency, parser notes, line items, and matched records before confirming the result.
Apply
Apply the reviewed result to the quotation or create a draft sales order with the source file attached.
Sales order digitization with local OCR, optional AI extraction, human review, and direct quotation apply.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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