Sending Inventory information using EDI in Odoo

The EDI 846 document is used for transmitting information about inventory levels, which may include:

• Current stock levels at various locations (warehouses, stores, etc.).
• Product availability for different SKUs.
• Inventory movements, including receipts, shipments, and adjustments.
• Location-specific data, including product categories or statuses.

Steersman’s EDI 846 outbound integration enables businesses to communicate inventory availability efficiently and accurately with trading partners through Odoo, automating the process of sending inventory data to external systems or partners in real-time.

How Steersman’s EDI 846 Outbound Integration Works

1. Real-Time Inventory Data Extraction From Odoo

   • Steersman’s integration pulls inventory data from Odoo based on pre-configured parameters, including:

     • Stock quantities for specific products or categories.
     • Warehouse locations and assigned inventory levels.
     • Custom thresholds, such as minimum quantities or reserved stock for certain partners.

2. Data Mapping and Formatting

   • The extracted data is mapped to the appropriate EDI 846 format, ensuring that it meets the standards required by external trading partners.

   • The integration allows for customized formatting, ensuring compatibility with specific trading partner requirements. Customizations may include:

     • Custom Inventory Fields: Additional inventory attributes, such as product variants and expiration dates, may be included based on the business’s needs.
     • Location-Specific Data: Stock levels and movements can be segmented by warehouse or store location.

3. Inventory Validation and Discrepancy checking

   • Before sending the EDI 846, the integration validates the inventory data to ensure accuracy and completeness:

     • Quantity Verification: Confirms that reported quantities reflect real-time Odoo stock levels.
     • Discrepancy Checks: Identify potential errors, such as mismatched stock levels or missing products, and alert users in the chatter and event log for resolution.
     • Compliance Validation: Ensures that all mandatory fields are populated, including product IDs and location codes.

4. Transmission of EDI 846

   • Once validated, the EDI 846 document is securely sent to trading partners via our EDI gateway.

     • Real-Time Transmission: Sends inventory updates in near real-time, allowing trading partners to access the latest stock information.
     • Error Logs: Captures failed transmissions for the EDI event logs.

Features of Steersman’s 846 Outbound Integration

• Multi-Warehouse Support
  • Supports inventory reporting for multiple warehouses, including:
    • Differentiated stock levels by location.
    • Configurable rules for prioritizing warehouse data in the EDI 846 document.

• Custom Reporting Schedules
  • Enables businesses to automate EDI 846 generation on a predefined schedule or trigger it manually when inventory changes significantly.

• Integration with Odoo’s Inventory Adjustments
  • Automatically syncs with Odoo’s stock adjustments to reflect real-time availability in outbound EDI 846 documents.

• Partial and Full Updates

  • Allows users to send:

    • Full Updates: Reports on all inventory items across all warehouses.
    • Partial Updates: Focuses on changes to specific products or locations.

EDI 846 Fields that Steersman Sends

• SenderCompanyName
• SenderCompanyId
• ReceiverCompanyName
• ReceiverCompanyId
• DocType
• ReferenceId
• Date
• Products
• VendorProductCode
• ProductUpc
• SkuNumber
• Quantity
• UnitOfMeasure

These are only some of the fields that Steersman sends. We also offer custom fields tailored to meet customers’ specific needs.