Import Sale Order from Excel or CSV File
by BrowseInfo https://www.browseinfo.com/demo-request?app=import_sale_order&version=17&edition=Community$ 13.18
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale)
• Invoicing (account) • Discuss (mail) |
| Technical Name |
import_sale_order |
| License | See License tab |
| Website | https://www.browseinfo.com |
| Versions | 13.0 11.0 12.0 15.0 16.0 14.0 17.0 10.0 9.0 8.0 |
Import Bulk Sales Order Using Excel or CSV File Odoo Apps
Do you have large numbers of orders managed on excel when you sales goods too your customer or you exported them from other system and want to import it on Odoo? and it will takes lots of time to manually add them ? Don't worry we will help you for those sales order import with multiple order lines easily with one click using this Odoo Apps.
Think that if you have more then 2000 products lines of products in Sales Order, It will take more then 1 hour to add all of those lines.Don't get frustrated by that.
Installed this apps and you will get import sales order option which will help you to import bulk lines in single click.
It also help you to import with taxes details and once lines imported, everything will be calculated(Tax Amount, Total Amount etc) automatically same as standard Odoo.
If you want to import extra fields from default odoo apart from our sample files, we will add those on our import module without any extra cost. You can purchase our module and contact us on sales@browseinfo.in
e.,g If you want to add add Analytic account on sale order or analytic tag details on sale order line, we will add without any cost
Features
Import bulk sales order in onetime.
It allows you to import bulk sale order in onetime.
Add multiple Tax.
you can add multiple tax separate with semicolon but if there is no need of adding tax you have to leave it blank.Data File Sample
Given below is the sample of import file.
You have three different options to import sale order.
If you are using only numeric value for Internal ref or Barcode field then please make sure the cell type/format is Text/Character
Import with Code.
Import with Barcode.
Import with Name.
- ORDER
- - Sale order number.
- CUSTOMER
- - Customer name for the sale order.
- PRICELIST
- - Pricelist is used for identify Currency for the sale order.
- PRODUCT
- - Product name for the sale order line
- QUANTITY
- - Quantity for the above product.
- UOM
- - UOM for the above product.
- DESCRIPTION
- - Description for the product
- PRICE
- - Price for the above product.
- TAX
- -Tax for the product
- DATE
- - Date of sale order.
The "ORDER" should be same, as you can see in the image,"ORDER" is same for different product list.This defines single order with different product lines.
Tax column is important you have to add "Tax column" though there is no need of adding tax.
1. When code is selected in Import option, please select file that contains code of products.
2. When barcode is selected in Import option, please select file that contains barcode of products.
3. When Name is selected in Import option, please select file that contains name of products.
Import Sale Order Menu.
Figure shows the menu for importing data of Purchase Orders.
Import Sales Wizard
If you want to import details of sales number from CSV/XLS you can also have option regarding this in import sales wizard.
If you select "Use Excel/CSV Sequence Number" option then name field will came from CSV/XLS file.
If you select "Import Draft Quotation" option then sale order will be import in draft stage.
If you select "Confirm Quotation Automatically With Import" option then sale order will be import in Sale Order stage.
3. Import Product By :
You have also option to import products by it's Name/ Barcode or Code(Internal Reference).
If you want to create product while importing sale order then you have must select import with "Name".
After importing CSV/XLS with "Import Draft Quotation" option then you can see the sale order is in draft stage and Sequance(Sale Order number) is same as we given in CSV/XLS file.
View
This is the tree of sales order created from given data file.
If you select "Confirm Quotation Automatically With Import" option then you can see the sale order is in sales order stage.
If you select "Use System Default Sequence Number" option then name field will follow the system sequence.
If all taxes are found in system then sale order will be generated.
Warning/Validation.
1. It will generate error if you select Tax not available in system.
2. It will also generates errors when you import wrong value of Currency, Customer, Pricelist, Salesperson, and UOM.
Installation Guide
Before installing this module you have to install following packages in your system.
1.sudo pip install xlrd
2.sudo pip install xlwt
OR
1.sudo apt-get install python-xlrd
2.sudo apt-get install python-xlwt
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Free Support
You will get 90 Days free support incase any bugs or issue (Except data recovery).
At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on ticket@browseinfo.in or raise a ticket on support.
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