| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employee Contracts (hr_contract) • Employees (hr) • Inventory (stock) • Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Time Off (hr_holidays) • Calendar (calendar) |
| Community Apps Dependencies |
Show
•
Odoo 16 Accounting
• Odoo 16 HR Payroll • Odoo 16 HR Payroll Accounting • Cash Book, Day Book, Bank Book Financial Reports • Customer Follow Up Management • Odoo 16 Account Bank Statement Import • Odoo 16 Accounting Financial Reports • Odoo 16 Assets Management • Odoo 16 Budget Management • Odoo 16 Fiscal Year & Lock Date • Odoo 16 Recurring Payment |
| Lines of code | 42211 |
| Technical Name |
paytraq_odoo_migration |
| License | LGPL-3 |
| Website | https://www.aalogics.com/ |
| Versions | 16.0 13.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employee Contracts (hr_contract) • Employees (hr) • Inventory (stock) • Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Time Off (hr_holidays) • Calendar (calendar) |
| Community Apps Dependencies |
Show
•
Odoo 16 Accounting
• Odoo 16 HR Payroll • Odoo 16 HR Payroll Accounting • Cash Book, Day Book, Bank Book Financial Reports • Customer Follow Up Management • Odoo 16 Account Bank Statement Import • Odoo 16 Accounting Financial Reports • Odoo 16 Assets Management • Odoo 16 Budget Management • Odoo 16 Fiscal Year & Lock Date • Odoo 16 Recurring Payment |
| Lines of code | 42211 |
| Technical Name |
paytraq_odoo_migration |
| License | LGPL-3 |
| Website | https://www.aalogics.com/ |
| Versions | 16.0 13.0 |
AA- PAYTRAQ ODOO
MIGRATION
BY AALOGICS PVT LTD
Effortlessly migrate essential data from Paytraq to Odoo using our AA-Paytraq Odoo Migration module. Our robust connector ensures comprehensive transfer, real-time updates, and meticulous data synchronization for customer info, transactions, and more. Tailored to handle diverse data types, our solution guarantees a worry-free migration experience, empowering you to maximize Odoo's advanced features with confidence.
main features
Seamless Data Migration
Ensure a smooth and comprehensive migration of all your essential data from Paytraq
to Odoo.
Enjoy real-time updates and meticulous data synchronization for accurate and
up-to-date records.
Seamlessly integrate customer information, transactions, and critical data types
with ease.
WHAT IT COVERS
Efficiency Redefined for Happy Teams
Fetches All Data, including:
Purchases
Sales
Payments
Clients
Warehouses
Quotations
Accounting
Payroll
Suppliers
Inventory
How Does It Work?
Simple and easy steps to follow.
- Enter your Paytraq credentials.
- Add necessary configurations.
- Initiate the data retrieval process.
Paytraq Odoo Migration
documentation & Installation Guide
documentation & Installation Guide
Dependent Modules (Should be installed first):
These two dependent modules needs to be downloaded and installed first, links are
available to download
Odoo
16 Accounting
-
Odoo 16
Accounting: om_account_accountant
Odoo 16
Accounting:
Odoo
16 HR Payroll Accounting
-
Odoo 16 HR Payroll
om_hr_payroll
-
Odoo 16 HR Payroll
Accounting om_hr_payroll_account
Just download them and add them into your odoo addons folder, so that it can be
installed by default.
Then install our module
Installation and Configuration
Settings:
Run ➜ Fetch Currencies Scheduler then Configure with required settings.
Run ➜ Fetch Currencies Scheduler then Configure with required settings.
Currencies:
Click Main Currency: Currency (Add Required)
Click Main Currency: Currency (Add Required)
(Before Adding PURCHASES and SALES)
CHARTS OF ACCOUNTS:Run Fetch Chart of Accounts Scheduler
Navigate to Accounting Configuration ➜ Add Chart of Accounts
and configure default accounts settings.
Enable Units of Measure
in settings.
TAXES:
Fetch Taxes using scheduler Fetch Taxes
Accounting > Configurations > Taxes
Fetch Taxes using scheduler Fetch Taxes
Accounting > Configurations > Taxes
Your Taxes will be defined separately for both Inclusive and Exclusive
Example,
Sales:
Sales:
-
VAT 15% Sales - Exclusive
-
VAT 15% Sales - Inclusive
-
VAT 0% - Exclusive
-
VAT 0% - Inclusive
Purchases:
-
VAT 15% Sales - Exclusive
-
VAT 15% Sales - Inclusive
-
VAT 0% - Exclusive
-
VAT 0% - Inclusive
Also set your defaults taxes as per Your requirement in odoo settings
PAYMENT TERMS:
Accounting > Configurations > Invoicing > Payment Terms
then NEW
Accounting > Configurations > Invoicing > Payment Terms
then NEW
Define the Payment Term Days as per Your need
-
15 Days
-
30 Days
-
45 Days
-
60 Days - 2
Months
-
90 Days
COMPANY:
Update Company Details
Update Company Details
In Odoo:
Settings ➜ General Settings ➜ under Companies section ➜ Click "Update Info" ➜ Change Company Name, Address, and other Contact Details.
Settings ➜ General Settings ➜ under Companies section ➜ Click "Update Info" ➜ Change Company Name, Address, and other Contact Details.
In PayTraq:
My PayTraq ➜ Settings ➜ Company Profile ➜ General Info
My PayTraq ➜ Settings ➜ Company Profile ➜ General Info
Fetching Data from Paytraq to Odoo:
Use following schedulers for fetching data in sequence described below:
Go to main Settings ➜ Technical ➜ Scheduled Actions.
If the Technical
tab is not visible then Activate Debugger Mode
from settings to get it visible.
You will see All Schedulers to fetch data.
FOR ACCOUNTING:
-
Fetch
Chart of Accounts
Then create as per required, below is the reference.
FOR TAXES:
-
Fetch Taxes
FOR INVENTORY
-
Fetch
Warehouses
FOR PARTNER INFORMATION:
-
Fetch Contacts
-
Fetch
Employees
FOR INVENTORY PRODUCTS:
Before fetching products
Add the Costing Method in Paytraq Odoo Migration Settings. In the Product Category section, set Your Income and Expense Account.
Before fetching products
Add the Costing Method in Paytraq Odoo Migration Settings. In the Product Category section, set Your Income and Expense Account.
that would be in Paytraq open any Sales Invoice and in product lines
For example,
above that 4000 - Sales would be an income Account, Now Open any Purchase Invoice and
in Product Lines
Also set Your Accounts Receivable and Accounts Payable along with Your expense and
Income Account, that would be used for All Partners/Clients.
For example,
Above 1000 - Stock would be an expense Account.
Above 1000 - Stock would be an expense Account.
Now run below schedulers.
-
Fetch
Products
-
Fetch Product
Groups
FOR PURCHASES:
Before fetching Purchases first Create all Discount and Charges of Paytraq
Products with type Discount and Charges Consumable,
Before fetching Purchases first Create all Discount and Charges of Paytraq
Products with type Discount and Charges Consumable,
Also add the Code
of that Chart of Account
used in the (Discount and Charges) in that newly created Product
For example if
the Chart of Account used in the Discounts is 4040 - Discounts then
the code would be 4040.
Also in the Accounting section of that product, Add the same chart of account in the
income account
and expense account
Same like above, create all Your Charges as products, used both in Purchase and in
Sales.
-
Fetch
Purchases
-
Fetch Purchase
Credit Notes
Now, run for purchase credit notes also,
FOR SALES:
-
Fetch Sales.
Above, Fetch Sales will fetch all Document IDs and save them into the database.
Then, you will be able to run below schedulers for fetching Sales data status-wise.
-
Fetch Sales -
Status: In Process
-
Fetch Sales -
Status: Paid
-
Fetch Sales -
Status: Partially Paid
-
Fetch Sales -
Status: Wait Payment, At last run,
-
Fetch Sales -
Status: Draft
Now, run for sales credit notes also,
-
FETCH SALES -
CREDIT NOTES
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