| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Expenses (hr_expense) • Invoicing (account) • Employees (hr) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 2469 |
| Technical Name |
r3x_purchase_order_digitization |
| License | OPL-1 |
| Website | https://ru3ix.com.au |
| Versions | 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Expenses (hr_expense) • Invoicing (account) • Employees (hr) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 2469 |
| Technical Name |
r3x_purchase_order_digitization |
| License | OPL-1 |
| Website | https://ru3ix.com.au |
| Versions | 17.0 18.0 |
Purchase Order Digitization
Automate your purchase order processing with AI-powered document digitization
Overview
The Purchase Order Digitization module extends Odoo's purchase functionality to allow digitization of purchase orders from scanned documents. It enables users to upload scanned purchase order documents and automatically extract relevant information to create or update purchase orders in the system.
This module integrates with the r3x_account_document_digitization module to leverage its AI-powered document processing capabilities,
providing a seamless experience for digitizing purchase orders.
Key Features
Easy Document Upload
Upload purchase order documents directly from the purchase order list view or form view with a simple drag-and-drop interface.
AI-Powered Extraction
Automatically extract vendor information, order details, line items, and pricing from uploaded documents.
Redigitization Capability
Easily retry failed digitization with a single click using the "Resend for AI Digitization" button.
Missing Products Detection
Automatically identifies products in the document that aren't in your database and notifies you in the chatter.
Total Mismatch Tracking
Detects differences between document totals and system totals, creating activities for review when discrepancies occur.
Document Traceability
Attaches the original document to the purchase order chatter for easy reference and audit purposes.
How It Works
For Purchasing Staff
- Upload a purchase order document to the purchase order
- The system automatically processes the document and extracts data
- Products, vendor details, and order information are identified
- If digitization fails, click the Resend for AI Digitization button
- Review chatter messages for product matches, missing items, or total mismatches
For Administrators
- Enable purchase order digitization in the settings under Settings > Purchase
- Configure the document digitization AI service through the
r3x_account_document_digitizationsettings - Monitor purchase orders with digitization errors
- Check activities for orders with total mismatches
- Manage products identified as missing during digitization
Configuration
To enable purchase order digitization, go to Settings > Purchase > Purchase Order Digitization and enable the Digitize Purchase Orders option.
The module inherits AI model settings from the r3x_account_document_digitization module. Make sure that module is properly configured for optimal performance.
r3x_account_document_digitization module to be installed and configured.
Usage
Uploading Documents from List View
- Go to Purchase > Orders > Requests for Quotation or Purchase > Orders > Purchase Orders
- Click the Upload Document button in the top menu
- Select vendor (optional) and upload your document
- Click Process Document
Handling Failed Digitization
- If digitization fails, an error banner will appear at the top of the form view
- Click the Resend for AI Digitization button in the error banner
- The system will attempt to reprocess the document
- Check the chatter for updated results
Reviewing Digitization Results
- Review chatter messages for information about identified products
- Check for messages about missing products that were not found in your database
- Address any total mismatch activities that may have been created
- Verify the document is correctly attached to the purchase order for reference
Technical Information
| Module | r3x_purchase_order_digitization |
|---|---|
| Version | 18.0.1.0.3 |
| Author | RU3IX Apps |
| Website | https://www.ru3ix.com.au |
| License | OPL-1 |
| Dependencies | base, purchase, r3x_account_document_digitization |
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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