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) |
Migration Tip: Masterdata can be migrated a day/two before the go-live and a database backup can be taken which can be restored quickly on the day of go-live and sync from Bahmni can be started.
Next Step: Once you have completed the masterdata and metadata migration, proceed to transactional data migration as specified here.