Odoo 16 Masterdata and Metadata Migration

Master data for the Odoo system includes fundamental elements like product categories, products, customers, suppliers, unit of measure (UoM) categories, UoMs, stock locations, and various other metadata associated with synchronization, such as shops, order types, order type shop mapping, and syncable unit mapping.

Before proceeding ensure you have made basic Odoo configurations as mentioned here

Automated Migration using Custom Odoo Module

There are two custom modules developed for migrating the following data from OpenERP 7 or Odoo 10 implementations.

Unit of Measure Categories
Unit of Measure
Product Categories
Products
Customers (Patients)
Suppliers

If your current implementation is running on Odoo 10, then take a look at this page for the steps on migration using migration module.

If your current implementation is running on OpenERP 7, then take a look at this page for the steps on migration using migration module.

Manual Migration using Excel/CSV based import

Once you have completed the above steps, you can import a few other metadata using CSV-based import.

Stock Location Configuration

Odoo stock locations can be either manually created or can be imported. Create a CSV with the below format and import from Menu -> Inventory -> Configurations -> Locations -> Favorites -> Import Records

name	usage	location_id
Pharmacy	internal	WH

Shop Configuration

Bahmni's custom module introduces a concept known as a "shop," which facilitates the synchronization of quotations to specific stock locations based on Order Location and Order Types for order placed from Bahmni. This functionality can be accessed and utilised by navigating to Menu -> Bahmni -> Bahmni Masters -> Shop and importing the required data using the provided template.

Location	Shop Name	Warehouse
WH/Pharmacy	Pharmacy	My Company

Order Type Shop Configuration

The correlation between Order types and Bahmni Order Location names, along with Odoo shops, is accessible through Menu -> Bahmni -> Bahmni Masters -> Order Type - Shop Mapping. The import template is outlined below.

Order Type	Order Location Name	Shop	Location Name
Drug Order		Pharmacy	WH/Pharmacy
Drug Order	General Ward	IPD Store	WH/IPD Store

Syncable Units Mapping Configuration

The drug orders placed in Bahmni may have different units of measure stored in stock, which will be configured in Odoo. To facilitate the synchronization of quantities, a mapping can be established through Menu -> Bahmni -> Bahmni Masters -> Syncable Units Mapping. The template CSV for the import is provided below.

Bahmni Unit Name	Unit of measure
Unit	Units
Tablet(s)	Unit(s)