Import Sale Order from CSV/Excel file

by
Odoo

21.44

v 8.0 v 9.0 v 10.0 v 11.0 v 12.0 Third Party 26
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Required Apps Sales (sale_management)
Invoicing (account)
Included Dependencies
Lines of code 497
Technical Name sh_import_so
LicenseSee License tab
Websitehttps://www.softhealer.com
Also available in version v 15.0 v 11.0 v 9.0 v 13.0 v 8.0 v 10.0 v 14.0
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Required Apps Sales (sale_management)
Invoicing (account)
Included Dependencies
Lines of code 497
Technical Name sh_import_so
LicenseSee License tab
Websitehttps://www.softhealer.com
Also available in version v 15.0 v 11.0 v 9.0 v 13.0 v 8.0 v 10.0 v 14.0

Import Sale Order from CSV/Excel file

This module useful to import sale order from CSV/Excel file.

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.
  • 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.

english germany arab chinese french Spanish
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