Odoo import for Sales, Purchase, sale order line & purchase order line

$ 99.07

v 13.0 Third Party 1

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Purchase (purchase) • Sales (sale_management) • Invoicing (account) • Discuss (mail)
Lines of code	851
Technical Name	`dev2p_import_order`
License	AGPL-3

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Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Purchase (purchase) • Sales (sale_management) • Invoicing (account) • Discuss (mail)
Lines of code	851
Technical Name	`dev2p_import_order`
License	AGPL-3

Odoo Import Sale order & purchase order with order lines(CSV or Excel File)

Import Data of Odoo like Sales, Purchase with order lines.

Import odoo Order

Import sale order, purchase order with external sequence.

Import Order Lines

Import sale order lines, purchase order lines.

Import Sales Order

Data File Sample.

Given below is the sample of import file.

You have 3 different options to import sale order.

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.
SALESPERSON: - Name of salesperson.
TAX: -Tax for the product
DATE: - Date of sale order.
DISCOUNT: - Discount for the product.

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.

Menu for importing data of Sales Order.

Import Sales Order Wizard.

1. Sequence Option :

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.

2. Quotation Stage Option :

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 to 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.

Import Sale Order Tree View.

This is the tree view 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 import wrong pricelist.

2. It will also generates errors when you import wrong value of Currency,Customer,UOM,Salesperson and Tax.

Import Sale Order Lines

Data File Sample.

You have 3 different options to import sale order line.

If you want to import product with "Take Details From The Product" option then follow given XLS format.

Import with Code.

Import with Barcode.

Import with Name.

If you want to import product with "Take Details From The XLS File" option then follow given XLS format.

Import with Code.

Import with Barcode.

Import with Name.

PRODUCT: -Product name for sale order line.
QUANTITY: - Quantity for above product.
UOM: - UOM for above product.
DESCRIPTION: - Description of product
PRICE: - Price for above product.
TAX: -Tax for product
DISCOUNT: - Discount for the product.

If there is need of adding "Tax" you can add it but if there is no need of adding "Tax" you have to leave it blank.

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 Lines Menu.

Menu for importing data of Sale Order Lines.

Import Sale Order Lines Wizard.

1. Product Details Option :

If you select "Take Details From The Product" option then product and product quantity will be taken from selected XLS file, Other product details(UOM, Price) will be taken from already created products.

If you select "Take Details From The XLS File" option then all details will be taken from selected XLS file.

If you select "Take Details With Adapted Pricelist" option then all details will be taken from product applied Pricelist.

2. 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 line then you have to select import with "Name".

Import Sale Order Line View.

After importing CSV/XLS with "Take Details From The Product" option then you can see the imported product details is taken from already created product.

If you select "Take Details From The XLS File" option then you can see the imported product details is taken from XLS file.

If you select "Take Details With Adapted Pricelist" option then you can see the imported product details is taken with adapted pricelist.

Warning/Validation.

1. It will generate error if you import wrong UOM.

2. It will generate error if you import wrong Tax.

Import Purchase Order

Data File Sample.

You have 3 different options to import purchase order.

Import with Code.

Import with Barcode.

Import with Name.

PURCHASE ID: - Purchase number for the purchase order.
SUPPLIER: - Vendor name for the purchase order.
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 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.

Menu for importing data of Purchase Orders.

Import Purchase Order Wizard.

1. Sequence Option :

If you want to import details of purchase number from CSV/XLS you can also have option regarding this in import purchase wizard.

If you select "Use Excel/CSV Sequence Number" option then name field will came from CSV/XLS file.

2. Purchase Stage Option :

If you select "Import Draft Purchase" option then purchase order will be import in RFQ (Request For Quotation) stage.

If you select "Confirm Purchase Automatically With Import" option then purchase order will be import in Purchase 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 purchase order then you have to select import with "Name".

After importing CSV/XLS with "Import Draft Purchase" option then you can see the purchase order is in RFQ stage and Sequence(Purchase Order number) is same as we given in CSV/XLS file.

Import Purchase Order Tree View.

This is the tree view of purchase order created from given data file.

If you select "Confirm Purchase Automatically With Import" option then you can see the purchase order is in Purchase 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 purchase order will be generated.

Warning/Validation.

1. It will generate error if you import Unavailable UOM.

2. It will also generates errors when you import wrong value of Currency,Customer,Pricelist,Salesperson and Tax.

Import Purchase Order Lines

Data File Sample.

You have 3 different options to import purchase order line.

If you want to import product with "Take Details From The Product" option then follow given XLS format.

Import with Code.

Import with Barcode.

Import with Name.

If you want to import product with "Take Details From The XLS File" option then follow given XLS format.

Import with Code.

Import with Barcode.

Import with Name.

PRODUCT: -Product name for Purchase order line.
QUANTITY: - Quantity for above product.
UOM: - UOM for above product.
PRICE: - Price for above product.
DESCRIPTION: - Description of product
TAX: -Tax for product

If there is need of adding "Tax" you can add it but if there is no need of adding "Tax" you have to leave it blank.

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 Lines Menu.

Menu for importing data of Purchase Order Lines.

Import Purchase Order Lines Wizard.

1. Product Details Option :

If you select "Take Details From The XLS File" option then all details will be taken from selected XLS file.

If you select "Take Details With Adapted Pricelist" option then all details will be taken from product applied Pricelist.

2. 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 purchase order line then you have to select import with "Name".

Import Purchase Order Line View.

After importing CSV/XLS with "Take Details From The Product" option then you can see the imported product details is taken from already created product.

If you select "Take Details From The XLS File" option then you can see the imported product details is taken from XLS file.

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