$ 23.13
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 497 |
| Technical Name |
sh_import_so |
| License | See License tab |
| Website | https://www.softhealer.com |
| Versions | 8.0 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 497 |
| Technical Name |
sh_import_so |
| License | See License tab |
| Website | https://www.softhealer.com |
| Versions | 8.0 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
Import Sale Order from CSV/Excel file
This module useful to import sale order from CSV/Excel file.
Related Module
All In One Import - Partner, Product, Sales, Purchase, Accounts, Inventory, BOM, CRM, Project (Advance Module)
All In One Basic Import - Partner, Product, Sales, Purchase, Accounts, Inventory (Related Module)
Features
- Easy to import
- import csv or excel
- Add product by Name, Barcode, Internal Reference
- Auto Confirm Sale option
- Create customer if never exist option
- Quotation/Order Number auto/as per sheet option
v 12.0.2
Your CSV file format must match like below.
Your Excel file format must match like below.
v 12.0.1
First you need to tick "Import Sale Order" group in order to import sale order
"Import Sale Order" menu in orders
When you click "Import Sale Order" menu, wizard will open that looks like below
Success message looks like below it's shows successfully imported records and also provides list of unimported records with row number in sheet and relative details of data invalidation.
following fields are imported.
About Fields
| Column | Sale Model | Field Name | Description | Required |
|---|---|---|---|---|
| A | Sale (sale.order) | Name | You have to write a name here. | Yes |
| B | Sale (sale.order) | Customer | Define the Customer. | Yes |
| C | Sale (sale.order) | Order Date | Define the Order Date. | Yes |
| D | Sale (sale.order) | SalesPerson | Define the SalesPerson. | No |
| E | Sale (sale.order.line) | Product | Define the Product. | Yes |
| F | Sale (sale.order.line) | Description | You have to write a Description here. | Yes |
| G | Sale (sale.order.line) | Quantity | You have to write a Quantity here. | No |
| H | Sale (sale.order.line) | Unit of Measure | Take the same name as ERP in the "UOM". | Yes |
| I | Sale (sale.order.line) | Unit Price | You have to write a Unit Price here. | Yes |
| J | Sale (sale.order.line) | Taxes | Taxes are separated by comma(,). You have to provide tax here. | No |
| K | Sale (sale.order.line) | Discount | You have to write a Discount here. | No |
General Notes:
1)
Don't
remove
the
column
from
the
sample
sheet
given,
you
can
leave
an
empty
column
if
the
column
is
not
the
required
type.
You
can
see
the
table
above
for
that.
2)
Don't
change
the
sample
sheet
column
sequence.
3)
Please
don't
use
excel
if
you
don't
know
the
very
well
sheet
formatting
which
is
given
in
the
sample
sheet.
Use
CSV
for
hassle-free
import
without
format
issue.
If
you
want
to
use
excel
and
want
to
clear
the
format
then
please
check
this
video.
Watch
Video
CSV file format must match like below.
Excel file format must match like below.
Version 12.0.2 | Released on : 31st March 2021
- New Discount column added in CSV & Excel sheets so that column is imported when import sale order.
Version 12.0.1 | Released on : 19th October 2019
- Initial Release.
- Please Contact Us at sales@softhealer.com to request customization.
- Yes, we provide free support for 90 days.
Multi-Languages
We have added predefined some languages(English, German / Deutsch, Arabic, Spanish / Español, French / Français, Chinese) in module, If you want to add other language you can contact us on support@softhealer.com. We use google translator tools for multi-languages so possible translations can be not accurate. we accept suggest to make more accurate translations also on support@softhealer.com.
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