Import Purchase Order Lines from CSV/Excel file

by
Odoo

17.45

v 13.0 Third Party 31
Live Preview
Required Apps Purchase (purchase)
Invoicing (account)
Included Dependencies
Lines of code 482
Technical Name sh_import_pol
LicenseSee License tab
Websitehttps://www.softhealer.com
Also available in version v 10.0 v 14.0 v 12.0 v 11.0 v 9.0 v 15.0 v 8.0
You bought this module and need support? Click here!
Required Apps Purchase (purchase)
Invoicing (account)
Included Dependencies
Lines of code 482
Technical Name sh_import_pol
LicenseSee License tab
Websitehttps://www.softhealer.com
Also available in version v 10.0 v 14.0 v 12.0 v 11.0 v 9.0 v 15.0 v 8.0

Import Purchase Order Lines from CSV/Excel file

This module is useful to import Purchase Order Lines from CSV/Excel. You can import custom fields from CSV or Excel.

Features


  • Easy to import custom fields.
  • Easy to import custom fields from CSV or Excel.
  • Easy to import Text, Integer, Float, Character, Boolean, Selection, Many2one, Many2many custom fields.
  • Easy to import.
  • Import CSV or Excel.
  • Easy to import product by Name, Barcode, Internal Reference.
  • No special configuration required, install it, use it.
  • This module saves your important time.
  • It reduces human efforts.

First, you need to tick the "Import Purchase order lines" group to import the Purchase order lines.


"Import Purchase Order Lines" button in RFQ/Purchase order form view.


When you click the "Import Purchase Order Lines" menu, the wizard will open and it looks like below.


Success message looks like below it shows successfully imported records and also provides a list of unimported records with row number in sheet and relative details of data invalidation.


The following purchase order lines are imported.


About Fields


Column Purchase Order Line Model Field Name Description Required
A Purchase (purchase.order.line) Product Define the Product. Yes
B Purchase (purchase.order.line) Description Define the Description. Yes
C Purchase (purchase.order.line) Quantity You have to write a Quantity here. No
D Purchase (purchase.order.line) Unit of Measure Take the same name as ERP in the "UOM". Yes
E Purchase (purchase.order.line) Unit Price You have to write a Unit Price here. Yes
F Purchase (purchase.order.line) Taxes Taxes are separated by comma(,). You have to provide tax here. No
G Purchase (purchase.order.line) Delivery Date Define the Delivery Date. Yes
H Purchase (purchase.order.line) Custom Fields You can import custom fields from here. Please go to the "Custom Fields" tab for more details. 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.

4)Add Custom Fields or Non-Exist Standard odoo fields at the end, For adding those fields pls check the custom fields section.
Watch Video


Your CSV file format must match like below.


Your Excel file format must match like below.


Purchase order line import from CSV sheets with many2many & char fields.


Your CSV file must match like below and add custom fields after the last column.


Purchase order line import from Excel sheets with many2many & char fields.


Your Excel file must match like below and add custom fields after the last column.


Custom Fields / Non Existing Standard Fields


Do you want to import fields which is created by any custom modules, odoo studio, or standard odoo fields which are not present inside the sample sheet provided in the module? You can add all those kinds of fields in the sheet at the end after the sample sheet fields it means from column "H".

Videos


Version 13.0.2 | Released on : 31st March 2020

  • Easy to import custom fields from CSV or Excel.

Version 13.0.1 | Released on : 26th December 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) 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 spanish
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