Frequently Asked Questions
Everything you need to know about PO2SO
Getting Started
PO2SO is an AI-powered service that automatically converts purchase orders (POs) into sales orders (SOs) in your Odoo ERP. Instead of manually reading PDFs and entering data, PO2SO uses advanced AI to extract order information and create sales orders automatically.
Click "Start For Free" on our homepage. Enter your email, create a password, and you're in. No credit card required.
- An active Odoo instance (version 16, 17, 18, or 19)
- An Odoo API key
- Your Odoo URL
We'll guide you through the setup after you sign up.
In Odoo:
- Go to Settings → Users & Companies → Users
- Select your user
- Click the API Keys tab
- Click New API Key
- Copy the key immediately (it won't be shown again)
PO2SO supports Odoo 16, 17, 18, and 19 — both Community and Enterprise editions.
It works with Odoo.sh, Odoo Online, and self-hosted installations.
Pricing & Plans
- Free Forever: 10 orders/month — $0 AUD
- Starter: 100 orders/month — $49 AUD/month
- Growth: 500 orders/month — $99 AUD/month
- Scale: 2,000 orders/month — $249 AUD/month
- Enterprise: Unlimited — Contact us
All prices in Australian Dollars (AUD). GST included for Australian customers.
Go to Settings → Billing → Upgrade Plan. Select your new plan and enter payment details. The upgrade takes effect immediately.
Yes. Go to Settings → Billing → Change Plan. The downgrade takes effect at your next billing date.
You'll receive a notification when you reach 80% and 100% of your limit. Orders beyond your limit are queued until you upgrade or your next billing cycle.
Yes — save 20% with annual billing. Contact us or select "Annual" when upgrading.
Features & Functionality
- Forward PO emails to your unique PO2SO address (or upload PDFs)
- AI extracts customer, products, quantities, and prices
- System matches to your Odoo contacts and products
- Sales order is created automatically in Odoo
- Low-confidence orders go to review queue first
PDF (recommended), JPG, and PNG. Maximum 25 MB per file.
PO2SO typically achieves 99% accuracy. Low-confidence orders are flagged for review before being processed.
The default confidence threshold is 95%. Orders above this threshold are auto-processed. Orders below go to your Review Queue for manual verification. You can adjust this threshold in Settings.
Yes! Invite customers to the Customer Portal where they can upload POs and track order status. Available on Growth plan and above.
The order goes to your review queue. You can manually match it or enable auto-creation of missing records in Settings.
Security & Privacy
Yes. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). We don't store PO documents after processing.
Our servers are hosted in Australia (Sydney) with AWS.
Yes. Contact privacy@po2so.com to request data deletion.
Account Management
Go to Settings → Billing → Cancel Subscription. Your access continues until the end of your billing period.
Click "Forgot Password" on the login page. Enter your email and we'll send a reset link.
We offer a 30-day money-back guarantee on your first payment. Contact billing@po2so.com.
Support
- Documentation: Quick Start Guide
- Email: support@po2so.com
Monday to Friday, 9am – 6pm AEST. Enterprise customers get 24/7 priority support.