SOLIDWORKS PDM to Odoo Integration

Send

Send to Odoo, all levels

Select the assembly in the vault, right-click and choose ERP Integrator > Send to Odoo all levels. It reads the data cards and the complete bill of materials from PDM, applies your rules and creates everything in Odoo: the products, the bills of materials for the assembly and its sub-assembly, and every line.

• In the demo the file names serve as item numbers; any data card variable can be the key.
• One row per file, with columns for the product, the BOM header and the BOM lines.

Result in Odoo

The bill of materials in Odoo

In Odoo the bill of materials of the engine assembly is there, with the file names as item numbers and every component with its quantity: the same structure as in the vault.

• The product also carries a link back to the vault: Open in SOLIDWORKS PDM, right in its files.

Additional actions

Add what your process needs: a routing

Additional actions add whatever else your process needs. Right-click the assembly and choose ERP Integrator > Create routing: it shows the operation with its work center and time, and creates it in Odoo. On the bill of materials it appears as operation Assembly, on work center Assembly 1, five minutes.

Check in the vault

Live Odoo data inside PDM

The Item Details tab shows the product live from Odoo, and the ERP Data tab puts PDM and Odoo side by side. In the demo the cap screw's description has since changed on its data card, so the difference stands out in red, and the tooltip shows both values.

As of a date

Compare the bill of materials as of a date

Odoo keeps one current bill of materials, so the vault's structure on the date you pick is compared with today's rows in Odoo; the tab says so next to the date. On 15 July the data cards had no descriptions yet, so every component name stands out in red. Back on the latest version, only the cap screw differs.

Rules and AI

Your company rules in plain words

Describe a rule in plain words: parts with screw, ring or pin in the data card description are bought, so tick Can be Purchased for them and untick it for everything else. The AI looks up the field in Odoo and how to read the data card, asks for your approval before each change to the macro, writes the rule, checks that it compiles and previews the result: only the cap screw can be purchased. Nothing has been sent yet.

Questions

Ask about the assembly

Asked whether the component quantities of the assembly match Odoo, the assistant reads the bill of materials in the vault and the live rows in Odoo and answers: all eight components match, quantity for quantity.

Where-used search

Which files use this part, and are they in Odoo?

Ask which files in the vault use the connecting rod and which of them exist in Odoo: the assistant runs a where-used search in PDM, looks the result up in Odoo and answers in one table: the engine assembly, and it is there.

The assistant works with your own key for Claude, OpenAI, Azure OpenAI or a compatible model, with a ChatGPT sign-in, with a coding agent such as Claude or Gemini, or with your own assistant through the MCP connector. Whatever it proposes, nothing is changed until you approve it.