Order Rules

Quick Setup

1. Go to Settings → Order Settings
2. Enable the order auto sync toggle
3. Select your conditions
4. Save

Rule Groups

1. Payment Status

Choose which payment statuses should sync to Odoo:

• All: Select all at once
• Paid: Fully paid orders
• Pending: Pending payment
• Partially Paid: Partially paid
• Authorized: Authorized but not captured
• Abandoned: Abandoned orders
• Refunded: Fully refunded
• Partially Refunded: Partially refunded
• Voided: Voided orders

2. Fulfillment Status

Choose which fulfillment statuses should sync:

• All: Select all at once
• Unfulfilled: Not fulfilled yet
• Fulfilled: Completely fulfilled
• Partial: Partially fulfilled
• In Progress: Currently processing
• On Hold: On hold
• Pending Fulfillment: Awaiting fulfillment
• Scheduled: Scheduled for fulfillment
• Open: Open orders
• Partially Fulfilled: Partially fulfilled
• Request Declined: Declined requests
• Restocked: Restocked orders

3. Order Source (Optional)

Filter orders by where they came from:

• All: All sources
• Web: Web store
• POS: Point of Sale
• iPhone/Android: Mobile apps
• Mobile App: Mobile app
• Subscription Contract: Subscription orders
• Shopify Collective Automatic Payments: Collective payments
• Order Created From Draft Order: Draft orders

Custom Source: Type a source name and click "Add" to include custom sources.

4. Include Shopify Fields

Add extra details to Odoo sales orders:

• Note Attributes: Include order notes
• Order Tags: Include order tags

5. Create Orders in Odoo As

Choose what gets created in Odoo when orders sync:

Options:

• Draft Sale Order: Only draft sale order (no invoices)
• Sale Order: Confirmed sale order (can add invoices)
• Draft Sale Invoice: Only draft invoice (no sale order needed)
• Sale Invoice: Only confirmed invoice (no sale order needed)

Sale Order Only:

Sale Invoice Only:

Sale Order + Draft Invoice:

Sale Order + Sale Invoice:

Invoice Settings:

• All Orders or Paid Orders: When to create invoices
• Chart Account: For invoice payments
• Bank Journal: For payment processing
• Currency: Shop default or customer currency

6. Start Syncing From

Set the earliest date to sync orders. Only orders from this date forward will sync.

7. Order Prefix (Optional)

Add a custom prefix to Odoo order numbers (e.g., "SyncoOrders" → "SyncoOrders0001"). Leave blank for default numbering.

8. Shopify Order Number Sync

Use Shopify order numbers in Odoo for consistency.

9. Refund Order Sync

When enabled, refunds automatically:

• Create credit notes in Odoo
• Restore stock for refunded items

How It Works

Orders sync only if they match ALL selected conditions:

• Payment status (at least one selected)
• Fulfillment status (at least one selected)
• Order source (if specified)
• Date range (if specified)

Example: If you select "Paid" + "Unfulfilled" + "Web", only paid, unfulfilled web orders will sync.

Support

If you need help with order rules:

• Email: support@techspawn.com
• Documentation: Check our help center for detailed guides