Import Sales and Purchase Order from Excel or CSV File

by
Odoo

29.00 €

v 11.0 v 12.0 Third Party 7
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Required Apps Purchase (purchase)
Sales (sale_management)
Invoicing (account)
Technical Name bi_import_sale_purchase
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 13.0 v 14.0 v 11.0
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Required Apps Purchase (purchase)
Sales (sale_management)
Invoicing (account)
Technical Name bi_import_sale_purchase
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 13.0 v 14.0 v 11.0

Import Bulk Sales and Purchase 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.

Do you have large numbers of orders when you purchase goods from suppliers? and it will takes lots of time to manually add them on Purchase orders one by one? Don't worry we will help you to those purchase import them easily with one click using this Odoo Apps.
Think that if you have more then 2000 products lines of products in Purchase 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 purchase order option which will help you to import bulk lines in single click.
Think that if you have more then 2000 products lines of products in Sales/Purchase 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/purchase 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 company details , analytic account on sales/purchase order, we will add without any cost

Features

Import Bulk Sale/Purchase Orders.

User can import bulk sale order and purchase order in one go using Excel or CSV File.

Import Different Currency.

User can add different currency of purchase order in single import.

Sale/Purchase Sequence Option.

Import sale or purchase oder with XLS/CSV or with default sequence number.

Sale/Purchase Stage Options.

Import sale order in "Quotations" or Sale Order" and purchase order in "RFQ" or Purchase Order".

CSV/XLS file Supported.

User can import sale and purchase order from XLS or CSV file.

Download CSV/XLS Sample File Format.

User can download sample import file in XLS or CSV formate.

Download Sample File.

User can download sample XLS or CSV file from import wizard.

Import Purchase Order

Data File Sample.

User have 3 different options to import purchase 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.

PURCHASE ID
- Purchase order number.
SUPPLIER
- Vendor name for the purchaseorder.
CURRENCY
- Currency for the purchase order.
PRODUCT
- Product name for the purchase order.
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 purchase order.

The "PURCHASE ID" should be same, as you can see in the image,"PURCHASE ID" is same for different product list. This defines single purchase 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 Purchase Order Menu

User can import purchase order under Purchase > Purchase > Import Purchase menu.

Import Purchase Order

1. Purchase Order Stage Option :

If you select "Import Draft Purchase" option then purchase order will be import in "RFQ" stage.

If you select "Confirm Purchase Automatically With Import" option then purchase order will be import in "Purchase Order" stage.

2. Sequence Option :

If you want to import purchase order sequence from CSV/XLS user have to select "Use Excel/CSV Sequence Number" in import wizard.

If you want to import system default purchase order sequence then select "Use System Default Sequence Number" in import wizard.

3. Import Product Option :

User have also option to import products by it's Name/ Barcode or Code(Internal Reference).

If you want to create product while importing invoice order then you have to select import with "Name".

Import Purchase Order Tree View

User can see imported purchase order in tree view.

User can see imported purchase order in "RFQ" state with sequence number given in XLS file.

If User selects "Confirm Purchase Automatically With Import" option in wizard.

User can see imported purchase order in "Purchase Order" state with system default sequence number.

Import Sale Order

Data File Sample.

User have 3 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 eorder.
PRICELIST
- Pricelist for the sale order.
PRODUCT
- Product name for the sale order.
QUANTITY
- Quantity for the above product.
UOM
- UOM for the above product.
DESCRIPTION
- Description for the product
PRICE
- Price for the above product.
SALESPERSON
-Saleperson for sale order .
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 purchase 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

User can import sale order under Sales > Orders > Import Sale Order menu.

Import Sale Order

1. Sale Order Stage Option :

If you select "Import Draft Quotation" option then sale order will be import in "Quotation" stage.

If you select "Confirm Quotation Automatically With Import" option then sale order will be import in "Sales Order" stage.

2. Sequence Option :

If you want to import sale order sequence from CSV/XLS user have to select "Use Excel/CSV Sequence Number" in import wizard.

If you want to import system default purchase order sequence then select "Use System Default Sequence Number" in import wizard.

3. Import Product Option :

User have also option to import products by it's Name/ Barcode or Code(Internal Reference).

If you want to create product while importing invoice order then you have to select import with "Name".

Import Sale Order Tree View

User can see imported sale order in tree view.

User can see imported sale order in "Quotation" state with sequence number given in XLS file.

If User selects "Confirm Quotation Automatically With Import" option in wizard.

User can see imported purchase order in "Purchase Order" state with system default sequence number.

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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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 sales@browseinfo.in or raise a ticket on support.

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