How It Works
From Email to Sales Order
in Seconds
See how PO2SO automates your order processing workflow
Receive
Extract
Validate
Review
Create
Connect Your Odoo
Link your Odoo instance to PO2SO in minutes. We connect securely via API.
- ✓ Enter your Odoo URL and API credentials
- ✓ Test connection with one click
- ✓ Works with Odoo 14, 15, 16, 17, 18, and 19
- ✓ Community and Enterprise editions supported
Odoo Connection Settings
Register Your Email Addresses
Tell us which email addresses you use to receive purchase orders from customers.
- ✓ Add your sales email addresses
- ✓ Multiple addresses supported
- ✓ We identify orders by matching sender
- ✓ Unknown senders are ignored for security
Email Registration
Forward PO Emails
Simply forward purchase order emails to PO2SO, or upload PDFs directly.
- ✓ Forward to: orders@po2so.com
- ✓ Or upload PDFs via the portal
- ✓ Any PDF format - typed, scanned, images
- ✓ Multiple pages supported
Forward or Upload
AI Extracts the Data
Our AI reads and understands the purchase order, extracting all relevant data.
- ✓ Customer name, email, reference
- ✓ PO number and order date
- ✓ Line items: SKU, description, qty, price
- ✓ Totals, currency, and notes
AI Extraction
Validation Against Your Odoo
We match extracted data to your actual customers and products in Odoo.
- ✓ Find customer by ref, email, or name
- ✓ Match products by SKU or description
- ✓ Confidence score for each match
- ✓ Option to auto-create missing records
Smart Matching
Auto-Process or Review
High-confidence orders process automatically. Low-confidence orders go to review.
- ✓ Set your confidence threshold (default 95%)
- ✓ Above threshold = auto-create SO
- ✓ Below threshold = review queue
- ✓ Email notifications keep you informed
Review Queue
Sales Order Created!
A complete sales order appears in your Odoo, ready to process.
- ✓ Correct customer linked
- ✓ All line items with products, qty, prices
- ✓ PO reference in client_order_ref field
- ✓ Original PDF attached to the order
Sales Order Ready!
In your Odoo, ready to fulfill
Ready to automate your orders?
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