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Odoo Integration

Odoo Integration

Odoo Integration

Odoo is a widely-used business management platform, combining eCommerce, inventory, CRM, accounting and more within a single, all-in-one suite. Its native eCommerce module lets merchants build and run online stores while keeping every part of the business connected, making it a popular choice for retailers who want their storefront, stock and operations working from one system rather than several.

Overview of Odoo

Odoo is a widely-used business management platform, combining eCommerce, inventory, CRM, accounting and more within a single, all-in-one suite. Its native eCommerce module lets merchants build and run online stores while keeping every part of the business connected, making it a popular choice for retailers who want their storefront, stock and operations working from one system rather than several.

Integration Features

Order Sync

Helm automatically imports orders from Odoo, consolidating them into a single dashboard for simplified processing and fulfilment.

Inventory Sync

Real-time inventory syncing ensures that stock levels between Helm and Odoo remain consistent, reducing overselling and out-of-stock errors.

Shipping & Fulfilment

Generate shipping labels, dispatch orders, and push tracking data back to Odoo directly through Helm's interface.

Tracking Updates

Tracking numbers and delivery statuses are automatically updated on Odoo, ensuring timely and accurate communication with customers.

Benefits of Integrating Odoo with Helm

Centralised Multi-Channel Fulfilment: Manage orders from Odoo and other sales channels within a single platform, streamlining operations.

Accurate Inventory Management: Real-time stock updates help prevent overselling and stockouts, ensuring a reliable shopping experience for customers.

Automated Shipping Processes: Reduce manual tasks by automating label generation and tracking updates, saving time and minimising errors.

Enhanced Customer Communication: Keep customers informed with automatic tracking updates, leading to improved satisfaction and trust.

How to Get Started with Odoo Integration

  1. Access Your Helm Account: Log in to your Helm dashboard.

  2. Navigate to Stores: Select the "Stores" tab from the side menu.

  3. Add or Edit a Store: Use "+ ADD" to create a new store or "View Store" to modify an existing one.

  4. Add the Odoo Sales Channel: In the store settings, click "+ ADD" under sales channels and choose "Odoo".

  5. Authorise Connection: Follow the prompts to connect and grant permissions to your Odoo account.

  6. Configure Settings: Adjust sync and fulfilment preferences to match your workflow.

Common Use Cases

  • Automated Order Processing for all Odoo orders.

  • Real-Time Inventory Management to avoid overselling.

  • Enhanced Customer Experience through timely tracking updates.

Integrating Odoo with Helm empowers your business to manage eCommerce operations more efficiently, enhancing both operational efficiency and customer satisfaction.

Helm brings together the tools 3PLs and eCommerce

brands need to run smarter every day.

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