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When your company is connected to Odoo, each job is done in one place.
Odoo is the business system (customers, suppliers, buying, stock, shipping, invoices);
OpenJanela designs, prices and builds the windows and doors. This table tells you where to
do each task and whether the data then goes from OpenJanela to Odoo, from Odoo to
OpenJanela, or stays where it is.
Example. A new builder calls for a quote. You add the builder as a customer
in Odoo; a few minutes later it is in OpenJanela. You open a quotation in Odoo, press
Add OpenJanela item and design the window in OpenJanela; the priced line with
its drawing lands on the Odoo quotation. The builder pays a deposit, which you take in
OpenJanela; it shows in Odoo as a down payment. You confirm in Odoo, build in OpenJanela,
ship and invoice in Odoo.
| Task | Do it in | Which way the data goes, and when |
|---|---|---|
| Customers (add, rename, e-mail, phone, address) | Odoo | Odoo → OpenJanela. A new customer arrives within about 5 minutes (after the first initial sync). Changes made later in Odoo update OpenJanela automatically. OpenJanela-only settings (type such as Dealer, group, terms, sales rep, tax, credit) are set in OpenJanela and never go to Odoo. |
| Suppliers | Odoo | Odoo → OpenJanela, same as customers. OpenJanela refuses to add, change or delete a supplier. |
| Contact people of a customer or supplier | Odoo | Odoo → OpenJanela, automatically on every change. |
| Billing and delivery addresses | Odoo | Odoo → OpenJanela, automatically. An Odoo Invoice address becomes a bill-to, a Delivery address a ship-to. |
| Shipping route and drop, branch, location, address notes | OpenJanela | Stays in OpenJanela. Set them on the ship-to address; Odoo has no such fields. |
| Job (site) addresses | OpenJanela | Stays in OpenJanela. |
| Parts, part families, part cost | OpenJanela (OJ Setup > Parts) |
OpenJanela → Odoo, through the queue a few seconds after you save. Families become Odoo product categories. Products made only in Odoo never come back. |
| Series, options, glass, rules, price and cost tables | OpenJanela | Stays in OpenJanela. Odoo only receives the finished price on each quote line. |
| Quotes | Odoo (or OpenJanela) | On an Odoo quotation use Add OpenJanela item. A quote saved in OpenJanela becomes an Odoo quotation within seconds. On a quotation started in Odoo, Odoo owns the header (customer, reference, note). |
| Designing a window or door (configurator) | OpenJanela | OpenJanela → Odoo when you press Save: line, price, size, options, drawing. The line price cannot be changed in Odoo. |
| Confirming an order | Odoo | Odoo → OpenJanela: within seconds (at most 5 minutes) the order is placed and confirmed in OpenJanela. If OpenJanela refuses, the reason is a note on the Odoo order. |
| Production dates, ship date, delivery date | Odoo | Odoo → OpenJanela automatically; OpenJanela refuses to re-date such an order. |
| Production: batches, cut lists, labels, scanning | OpenJanela (opened from Odoo with Production in OpenJanela) |
OpenJanela → Odoo: each line shows in production, glazed, ready to ship as the floor scans it. |
| Purchasing and receiving | Odoo | Stays in Odoo. Odoo raises the purchase orders from each order’s bills of materials. OpenJanela refuses purchase orders, requisitions and receipts. |
| Stock: quantities, counts, adjustments | Odoo | Stays in Odoo. OpenJanela assumes the parts are there. |
| Shipping (deliveries) | Odoo | Odoo → OpenJanela: when the Odoo delivery is validated, the OpenJanela order becomes shipped (or partially shipped). |
| Invoices | Odoo | Stays in Odoo. OpenJanela makes no invoices. |
| Deposits | OpenJanela | OpenJanela → Odoo through the queue: each deposit becomes a down payment on the Odoo sales order (once that order is confirmed). |
| Customer payments on invoices, refunds | Odoo | Stays in Odoo. |
| Credit notes and debit notes made in OpenJanela | OpenJanela | Stay in OpenJanela; Odoo does not see them. |
| Users and their rights | OpenJanela | Not synced. An Odoo user is matched to the OpenJanela user with the same e-mail address. |
| Service and warranty tickets | — | Not part of the Odoo version yet. |
When does it arrive?
- OpenJanela → Odoo (quotes, orders, parts, production status, deposits): a few
seconds after you save, through a queue. If Odoo is down the queue waits and tries again;
nothing fails in OpenJanela. The administrator sees waiting and failed items on the
Odoo tab of Company Preferences. - Odoo → OpenJanela (customers, suppliers, contacts, addresses, confirmations,
dates, deliveries): at once when Odoo can reach OpenJanela, otherwise at the next check,
every 5 minutes. - The first time (right after Connect): the administrator runs the Initial
sync, which sends every OpenJanela part to Odoo and brings every Odoo customer and
supplier into OpenJanela. After that, everything moves on its own.
See also: customers and suppliers,
contacts and addresses,
parts and prices, invoices,
deposits, setting up Odoo for
deposits, the “connected to Odoo” messages.