Odoo all import for Sales, Purchase, Invoice, Inventory, Pricelist, BOM, Payment, Bank Statement, Journal Entry, Picking, Product, Customer.

by
Odoo 19

91.01

v 15.0 Third Party 503
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Attendances (hr_attendance)
CRM (crm)
Expenses (hr_expense)
Inventory (stock)
Invoicing (account)
Manufacturing (mrp)
Point of Sale (point_of_sale)
Project (project)
Purchase (purchase)
Sales (sale_management)
Employees (hr)
Discuss (mail)
Calendar (calendar)
Contacts (contacts)
Employee Contracts (hr_contract)
Community Apps Dependencies
Lines of code 16293
Technical Name bi_generic_import
LicenseOPL-1
Websitehttps://www.browseinfo.com
Versions 9.0 8.0 15.0 12.0 13.0 14.0 17.0 16.0 11.0 10.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Attendances (hr_attendance)
CRM (crm)
Expenses (hr_expense)
Inventory (stock)
Invoicing (account)
Manufacturing (mrp)
Point of Sale (point_of_sale)
Project (project)
Purchase (purchase)
Sales (sale_management)
Employees (hr)
Discuss (mail)
Calendar (calendar)
Contacts (contacts)
Employee Contracts (hr_contract)
Community Apps Dependencies
Lines of code 16293
Technical Name bi_generic_import
LicenseOPL-1
Websitehttps://www.browseinfo.com
Versions 9.0 8.0 15.0 12.0 13.0 14.0 17.0 16.0 11.0 10.0

Odoo Import Bridge(CSV or Excel File)

All Import Data of Odoo like Sales, Purchase, Invoice, Inventory,Bill of material, Customer/Supplier Payment,Journal Entry, Picking, Product, Customer, Pricelist(Sale, Purchase and Product), Chart Of Account.

Importing all kind of data now easy never been before, Importing different sort of data is always been headache,Module is like VLC player of Odoo.

It can import all important data whether its Sales, Purchase, Invoice, Inventory, Bill of material,Customer/Supplier Payment,Serial number with Stock, Journal Entry, Picking, Product, Customer, Sale Pricelist, Purchase Pricelist and Product Pricelist, How resourceful it is ,It can reduce you work efforts and makes your life hassle free.

You can checkout Lower version for this module
Basic Odoo Import Bridge(CSV or Excel File) Module.

You can checkout Advance version for this module
Advance Odoo Import Bridge(CSV or Excel File) Module.

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 Analytic accounts on sale order or analytic tags details on sale order line or on purchase order vendor reference we will add without any cost

Multi Language Translation Available

We have added Translation using google translate for English (US), Arabic, French / Français, Spanish / Español and Dutch / Nederlands, if you want to change translation terms or add new translation provide us translation, we will add that without any cost.

English Arabic French Spanish Dutch

Features

Import Order

Import sale order, purchase order and invoice with external sequence.

Import Order Lines

Import sale order lines, purchase order lines and invoice lines.

Import Product Template with Attributes

User are allowed to import or update product template with attributes and without attributes.

Import Product Variant with Attributes

User are allowed to import or update product variant with attributes and without attributes.

Import Accounting Data

journal entry, customer and supplier payment and chart of account.

Import Bill of Material

Import multiple bill of material with multiple components.

Different Warning

Support different warning and validation.

Support Translation

Support translation in multiple language.

Import Warehouse Data

Import inventory with serial number and expiry data, delivery, shipment and internal transfers.

Import Pricelist

Import sale, vendor and product pricelist.

Import and Update Master Data

Import and Update products, templates, product variant, customers and vendors.

Import Order with Date

You can Import Date which you have in your Database instead of default that Odoo provides.

Import Task

Import task data from from CSV/XLS file.

Import/Export Product Images

Import product images using excel file and ZIP file also export product with images.

Import Attendances

Import attendances from CSV/XLS file.

Import Employee Timesheet

User can import timesheet for multiple employee.

Import Bulk POS Order

It allows you to easily import bulk of POS order, You will have Different Warning which avoids the error on import time.

Import Reorder Rules

Easily update or import minimum and maximum stock rule for products by just adding CSV/XLS File.

Import Lot/Serial Number with Picking

User are allowed to import lots/serial number with/without date details and picking.

Import bulk of leads in onetime.

You are able to import multiple leads at a onetime.

Import Users

Import users from XLS file.

Import Employee Expenses.

User can import employee expenses from excel file.

Supported Community and Enterprise Edition

Works for Community and Enterprise both Edition.

CSV/XLSX file Supported

You can import CSV or XLSX file both as per as your convenience.

Easy to Import Custom Fields

You can easily import custom field from csv/xlsx file.

Generic Import Dashboard

You can import all the things at generic import dashboard.

Sample File Available on Inside App Directory

After download app you can open app directory and see sample file for each import under sample folder

Sample File Available for CSV/XLSX Format

You can get a sample file for both csv/xlsx format in this app.

Generic Import Dashboard

Here you can import all the things at generic import dashboard.

Import All in One Data Menu

You can import all the things at import all in one data menu.

Import Customer/Supplier Invoice

Data File Sample.

You have 3 different options to import invoice order with custom fields.

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.

INVOICE ID
- Invoice number for the invoice.
PARTNER
- Vendor/Customer name for the invoice order.
CURRENCY
- Currency for the invoice.
PRODUCT
- Product name for the invoice 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
-Name of salesperson
TAX
-Tax for the product
Date
-Date of invoice
Account
-Name of Chart Of Account
DISCOUNT
-Discount for the product
x_partner_id@name
-Name of partner for custom field
x_partner_ids@name
-Multiple tags of color for custom field
x_color
-Name of color for custom field
x_notes
-Notes for custom field
x_amount
-Amount for custom field
x_bool
-Boolean field for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: x_partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: x_partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

The "INVOICE ID" should be same, as you can see in the image,"INVOICE ID" is same for different product list.This defines single invoice 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 Invoice Menu

Menu for importing data of invoice orders.

Import Invoice Wizard.

1. Sequence Option :

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

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

2. Invoice Stage Option :

If you select "Import Draft Invoice" option then invoice will be import in draft stage.

If you select "Validate Invoice Automatically With Import" option then invoice will be import in validate/Open stage.

3. Account Option :

If you want to import Account from XLSX/CSV so you have option for "Account Option" regarding this in import invoice wizard.

4. Type :

You have also option for import invoice for Customer, Vendors, Customer Refund(Customers Credit Note) or Vendors Refund(Supplier Credit Note).

5. 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 invoice order then you have to select import with "Name".


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 invoice will be generated.

You can see the invoice is in draft stage with default sequence number and custom field is same as we given in CSV/XLSX file.

If you select "Customer Credit Note" option then you can see the invoices created as a Customer Credit Note (Customer Refund).


You can see the customer credit note is in draft stage and custom field is same as we given in CSV/XLSX file.

Warning/Validation

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

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

Import Invoice Lines

Data File Sample.

You have 3 different options to import invoice line.

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

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.

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

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.

PRODUCT
-Product name for invoice 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
x_partner_id@name
-Name of partner for custom field
x_partner_ids@name
-Multiple tags of color for custom field
x_color
-Name of color for custom field
x_notes
-Notes for custom field
x_amount
-Amount for custom field
x_bool
-Boolean field for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

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 Invoice Lines Button

Button for importing data of Invoice Lines.

Import Invoice 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 XLSX file, Other product details(UOM, Price) will be taken from already created products.

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

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


Import Invoice Line View.

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


You can see the imported product details is taken from already created product with custom fields.


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

You can see the imported product details is taken from xlsx file with custom fields.


Import Journal Items

Data File Sample.

Name
- Name of the label for journal entry.
Partner
- Partner name belong to the journal entry.
Analytic account
- Analytic account of partner used for the journal entry line.
Account
- Name of chart of account
Date Maturity
- Date of the journal entry.
Debit
- Debit amount of the journal entry.
Credit
- Credit amount of the journal entry.
Amount Currency
- Amount currency of the journal entry.
Currency
- Currency of the journal entry.

Import Journal Items

On the form of journal entry you can find the button for importing journal items for that particular journal entry.


After clicking that button a wizard will be open where you have to select the format of the file from which you will import your data and the file for it.


After importing the file in correct format and well balanced journal items all journal items will be linked with that journal item.


Warning/Validation

1. It will generate error if currency is not found in the system.

2. It will also generates errors if account code and analytic account is not found in the system.

Import Customer/Supplier Payment

Data File Sample.

Partner
- Customer/Supplier name for payment.
Payment Amount
-Amount of payment for customer/supplier payment.
Payment Journal
-Payment journal type for customer/supplier payment.
Payment Date
- Payment date for customer/supplier payment.
Memo
- Invoice payment receipt number for customer/supplier payment.
x_partner_id@name
-Name of partner for custom field
x_partner_ids@name
-Name of partners for custom field
x_color
-Name of color for custom field
x_color
-Name of color for custom field
x_notes
-Name of notes for custom field
x_amount
-Name of amount for custom field
x_bool
-Name of boolean field for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

Import Payment Menu

Menu for importing data of Customer/Supplier Payment.

Option 1 : Import Draft Payment

User can import payment for both customer or supplier, for that user just have to select "Customer Payment" or "Supplier Payment" option, If user wants to import payment in draft state than user have to select "Import Draft Payment" option on import wizard.

User can see that imported draft payment in tree view.

User can also see all imported payment record in draft state from data file with custom fields.

Option 2 : Confirm Payment Automatically With Import

If user selects "Confirm Payment Automatically With Import" option to import payment then payment will automatically validated after import.

User can see that imported payment in posted state on tree view.

User can also see all imported payment record in posted state from data file with custom fields.

Option 3 : Import Posted Payment With Reconcile Invoice

Data File Sample.

If user wants to import posted payment with reconciled invoice then user need to add invoice column in data file as shown bellow, If user importing payment with first two option then invoice fields not required.

Invoice Number
- Invoice number for payment.

Here user can see validated invoice but payment for invoice is not paid.

If user selects "Import Posted Payment With Reconcile Invoice" option to import payment then user have to provide invoice number on data file and payment will imported to validated state and payment will paid for selected invoice.

User can see that imported payment in posted state on tree view.

User can also see all imported payment record in posted state from data file with custom fields.

User can also see that for selected invoice payment is paid.

Warning/Validation.

1. If you enter wrong customer/supplier then it will raise warning.

2. If you enter wrong journal then it will raise warning.

3. It will raise warning is invoice not found in system.

4. It will raise warning if invoice is paid.

5. It will raise warning if invoice is not in "Open" state.

Import Sales Order

Data File Sample.

Given below is the sample of import file.

You have 3 different options to import sale order with custom fields.

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

Custom Fields Format

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.
x_partner_id@name
-Name of partner for custom field
x_partner_ids@name
-Multiple tags of color for custom field
x_color
-Name of color for custom field
x_notes
-Notes for custom field
x_amount
-Amount for custom field
x_bool
-Boolean field for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

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/XLSX 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/XLSX 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".


Import Sale Order Tree View.

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

After importing CSV/XLSX with "Import Draft Quotation" option then you can see the sale order is in draft stage and Sequence(Sale Order number) is same as we given in CSV/XLSX file.

Sale order is in draft stage and Sequence(Sale Order number) is same as we given in CSV/XLSX file with custom fields.

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.

Sale order is in confirmed stage and use system default sequence number with custom fields.

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 XLSX format.

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.

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

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.

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.
x_partner_id@name
-Name of partner for custom field
x_partner_ids@name
-Multiple tags of color for custom field
x_color
-Name of color for custom field
x_notes
-Notes for custom field
x_amount
-Amount for custom field
x_bool
-Boolean field for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

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 Button

Button 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 XLSX file, Other product details(UOM, Price) will be taken from already created products.

If you select "Take Details From The XLSX File" option then all details will be taken from selected XLSX 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/XLSX with "Take Details From The Product" option then you can see the imported product details is taken from already created product.

You can see the imported product details is taken from already created product with custom fields.

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

You can see the imported product details is taken from XLSX file with custom fields.

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 Product Template and it's Product Variants with Attributes and Attributes Values

Here this import "Product Template with Attributes" feature allows user to import product template with multiple product variant along with it's attributes and attributes value. single line of template with multi attribute creates several variant automatic same as odoo process. if we assign 2 attributes with 3 values then it will create 1 product template with attributes value along with 6 variants.

Import/Update Product Template

Data File Sample.

If you are using only numeric value for Internal ref or Barcode field then please make sure the cell type/format is Text/Character

Name
- Name of the product.
INTERNAL REFERENCE
- Internal reference of the product.
CATEGORY
- Category of the product.
TYPE
- Type of the Product.
BARCODE
- Barcode of the product.
UOM
- Unit of Measure of the product.
PURCHASE UOM
- Purchase uom of the product.
SALE PRICE
- Sale price of the product.
COST PRICE
- Cost price of the product.
WEIGHT
- Weight of the product.
VOLUME
- Volume of the product.
CUSTOMER TAXES
-taxes of salable product
VENDOR TAXES
-taxes of purchase product
TRACKING
- tracking of the product
ATTRIBUTES
- Product Attributes.
- Format of the product attributes:-
Product attributes & value are separate by ':'
Product new attributes are separated by ';'
Product new attribute line is seprated by '#'
Note: Ex. Product Name - 'SHIRT' , Product Attributes - 'Size:XL;XXL#Color:Red;White' in that 'Size & Color' is an attributes, 'XL,XXL' & 'Red,White' is a value, attributes & value are separated by ':', new attributes are separated by ';' , 'Size:XL;XXL' & 'Color:Red;White' is a separate attribute line and it is separated by '#'.
x_partner_id@name
-Name of partner for custom field
x_color
-Name of color for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

Import Product Template Menu

Menu for importing data of product template.

Import Product Variants Wizard with Attributes

In this wizard you have to tick 'Import Variants' for upload properly formated XLSX file which you want to import for upload new product variants or update data of existing product.


Created Product Variants View with Custom Fields

Import Product Template Wizard without Attributes

In this wizard you have to upload properly formated XLSX file which you want to import for upload new product or update data of existing product.

Created Product Template View

You can update product by search product by their "Name" or "Internal Reference(Code)" or "Barcode"

If you added value on column that field will be updated rest other you can put blank and we have to keep format of the file same as current.

Product After Updated Data is Displayed with Custom Fields.

Import Products With Vendor

Data File Sample.

VENDOR
- Vendor Name for Supplier Info.
PRODUCT
- Product Name for Supplier Info.
DELIVERY TIME
- Delivery Time.
QUANTITY
- Quantity of Above Selected Product.
PRICE
- Price of Above Selected Product.
x_partner_id@name
-Name of partner for custom field
x_partner_ids@name
-Multiple tags of color for custom field
x_color
-Name of color for custom field
x_notes
-Notes for custom field
x_amount
-Amount for custom field
x_bool
-Boolean field for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

Import Supplier Info Menu.

Menu for importing data of Supplier.

Import Supplier Info Wizard.

In this wizard you have to upload properly formated XLSX file you want to import.

While importing Supplier Info, If you want to create product which is not available in your system then select first option, It will create new product and link supplier info with it.


If you want to just link supplier info with existing product you can go for the second option.


Created Product View.

This is the view of newly created product template. It will work in the same way with other products also.

Warning/Validation.

1. It will generate error if product template is not existing and we select second option.

Import Product Variants without Attributes and Attributes Values

Here this import "Product Variants without Attributes" feature allows user to import product variant. if you want to use "Product Variants with Attributes and Attributes Values" then you can use above feature of import "Product Template with Attributes".

Import and Update Product Variant

Data File Sample.

Given below is the sample of import file to upload product,It is mandatory to use given format to create XLSX file.

If you are using only numeric value for Internal ref or Barcode field then please make sure the cell type/format is Text/Character

Name
-Name of Product
Internal Reference
-Reference for product.
Category
-Category of product.
Type
-Type of product
Barcode
-Barcode of product
UOM
-Unit of measure for product
Purchase UOM
-Purchase product unit of measure
Customer Taxes
-taxes of salable product
Vendor Taxes
-taxes of purchase product
Description
-Description of product
Invoice Policy
-Invoice policy of product
Sale Price
-Price of product saleable product variant
Cost Price
-Cost price of product variant
Weight
-Weight of product variant.
Volume
-Volume of product variant.
Image Path
-Path of the product image.
Can Be Sold
-True/False for sold product.
Can Be Purchase
-True/False for purchase product.
On Hand Quantity
-On hand quantity of product.
x_partner_id@name
-Name of partner for custom field
x_color
-Name of color for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

Configuration of Product Variant

Figure shows the access right given to user then user can see the 'Import Product Variant' menu.

Product Variant Menu

Figure shows the menu for importing data of Product variants.

Product Variant Wizard

In this wizard you have to upload properly formated XLSX file which you want to import for upload new product or update data of existing product.

Product Variant View

Figure shows the products variant created from given data file with custom fields.

You can update product by search product by their "Barcode" or "Internal Reference(Code)"

Product After Updated Data is Displayed.

Import Inventory

Data File Sample.

You have 3 different options to import inventory.

If you are using only numeric value for Internal ref or Barcode field then please make sure the cell type/format is Text/Character

1. Import Inventory with Expiry Date and Import Location on inventory line.

Import with Code.

Import with Barcode.

Import with Name.

2. Import Inventory without Expiry Date and with Import Location on inventory line.

Import with Code.

Import with Barcode.

Import with Name.

3. Import Inventory without Import Location on inventory line.

Import with Code.

Import with Barcode.

Import with Name.

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 Inventory Menu.

Menu for importing data of Inventory.

Import Inventory Wizard.

Figure shows a wizard for importing inventory where you can define name of inventory, location of warehouse and the format of file you want to import.

1. Serial/Lot number with Expiry Date Option :

If you select "Import Serial/Lot number with Expiry Date" option then it will import inventory with product Lot number and Expiry Date.

2. Import Location on inventory Line Option :

If you select "Allow to Import Location on inventory line from file" option then it will import inventory line with location which given in XLSX/CSV file.

3. Import Product By :

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

Here you can see existing Lot/Serial number which we can use for inventory.

Product Lot/Serial Number.

After importing CSV/XLSX you can see the Serial/Lot number and Expiry Date same as we given in CSV/XLSX file.

Import Incoming Shipment/Delivery Order/Internal Transfer

Data File Sample.

You can import Incoming Shipment/Delivery Order/Internal Transfer from Picking Type with custom fields.

NAME
- Stock Picking Name
Customer
- Name of the customer.
Source Document
- Name of the Source Document.
Date
- Date of Picking.
Product
- Product name for the Picking.
Quantity
- Quantity for the above product.
LOT Number
- LOT number for the above product.
x_partner_id@name
-Name of partner for custom field
x_partner_ids@name
-Multiple tags of color for custom field
x_color
-Name of color for custom field
x_notes
-Notes for custom field
x_amount
-Amount for custom field
x_bool
-Boolean field for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

Import Incoming Shipment/Delivery Order Menu.

Menu for importing data of Incoming Shipment/Delivery Order.


Import Incoming Shipment/Delivery Order Wizard.

In this wizard you have to upload properly formated XLSX and CSV file you want to import.

Delivery Order View.

You can see delivery order view with custom fields.

Warning/Validation.

1. It will generate error if you not select a proper file.

Import Purchase Order

Data File Sample.

You have 3 different options to import purchase order with custom fields.

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.

Custom Fields Format

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.
x_partner_id@name
-Name of partner for custom field
x_partner_ids@name
-Multiple tags of color for custom field
x_color
-Name of color for custom field
x_notes
-Notes for custom field
x_amount
-Amount for custom field
x_bool
-Boolean field for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

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/XLSX 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/XLSX 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".


Import Purchase Order Tree View.

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

After importing CSV/XLSX 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/XLSX file.

You can see the purchase order is in RFQ stage and Sequence(Purchase Order number) is same as we given in CSV/XLSX file with custom fields.

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.

All taxes are found in system then purchase order will be generated with custom fields.

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 XLSX format.

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.

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

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.

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
x_partner_id@name
-Name of partner for custom field
x_partner_ids@name
-Multiple tags of color for custom field
x_color
-Name of color for custom field
x_notes
-Notes for custom field
x_amount
-Amount for custom field
x_bool
-Boolean field for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

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 Product" option then product and product quantity will be taken from selected XLSX file, Other product details(UOM, Price) will be taken from already created products.

If you select "Take Details From The XLSX File" option then all details will be taken from selected XLSX 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/XLSX with "Take Details From The Product" option then you can see the imported product details is taken from already created product.


You can see the imported product details is taken from already created product with custom fields.


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

You can see the imported product details is taken from XLSX file with custom fields.


Import/Update Partners

Data File Sample.

If you are using only numeric value for Internal ref or Barcode field then please make sure the cell type/format is Text/Character

NAME
- Partner Name
Type
-Partner Type.
PARENT
- Partner's Parent Name.
STREET
- Partner's Address.
STREET 2
- Partner's Address.
CITY
- Partner's City.
STATE
- Partner's State.
ZIP
- Partner's Zip code.
COUNTRY
- Partner's Country.
WEBSITE
- Website of partner.
PHONE
- Partner's Phone Number.
MOBILE
- Partner's Mobile Number.
EMAIL
- Partner's Email Address.
CUSTOMER
- True/False for customer.
VENDOR
- True/False for Vendor.
SALESPERSON
- Salesperson of partner.
INTERNAL REFERENCE
- Partner's Internal Reference.
CUSTOMER PAYMENT TERMS
- Days for customer's payment term.
VENDOR PAYMENT TERMS
- Days for vendor's payment term.
x_color
-Name of color for custom field
x_total_amount
-Total amount for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

Import Partners Menu.

Menu for importing data of Partners.


Import Partner Wizard.

In this wizard you have to upload properly formated XLSX or CSV file you want to import for create partner or update partner data.

Created Partner Kanban View.

You can see update partners details with custom fields.

Warning/Validation.

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

2. It will also generates errors when you import wrong value of Company,Unavailable Parent,Unavailable Payment term.

Import Bill of Material

Data File Sample.

If you are using only numeric value for Internal ref or Barcode field then please make sure the cell type/format is Text/Character

Main Product Name
- Product Name
Reference
- Reference for bill of material
Quantity
- Quantity of main product.
Product of Material
- Name of the the product used in manufacturing of main product .
Quantity of sub product
- Quantity of material product
Unit of Measurement
-UOM for sub product
x_partner_id@name
-Name of partner for custom field
x_partner_ids@name
-Multiple tags of color for custom field
x_color
-Name of color for custom field
x_notes
-Notes for custom field
x_amount
-Amount for custom field
x_bool
-Boolean field for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

Import Bill Of Material Menu.

Menu for importing data of Bill of Material.

Import Bill of Material Wizard.

In this wizard you have to upload properly formated CSV or XLSX file you want to import with BOM type.

Bill Of Material View

This is tree and form view of BOM from given data file.

Warning/Validation.

1. It will generate error if product does not available.

2. It will also generates errors when you import wrong value of UOM.

Import Sale Pricelist

Data File Sample.

You have 3 different options to Import Sale Pricelist.

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.

PRICELIST NAME
- Define pricelist name.
CURRENCY
- Pricelist currency.
APPLY ON
- Apply on global/category/product/product variant.
CATEGORY/VARIANT/PRODUCT
- Define category/product variant/product.
MIN. QTY
- Define product min. quantity.
START DATE
- Define start date.
END DATE
- Define end date.
COMPUTE PRICE
- Define type of price computation.
AMOUNT
- Define price which will use for computation.
x_partner_id@name
-Name of partner for custom field
x_partner_ids@name
-Multiple tags of color for custom field
x_color
-Name of color for custom field
x_notes
-Notes for custom field
x_amount
-Amount for custom field
x_bool
-Boolean field for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

Import Sale Pricelist Menu.

Menu for importing data of sale pricelist.


Import Sale Pricelist Wizard.

1. Import Product By :

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

2. Import Product Variant By :

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

3. Compute Type By :

You have option to import products by select type for pricelist computation.


Sale Pricelist View

Sale Pricelist View with Custom Fields

When you select 'Formula' in computation type then at that time you need to add some extra columns in your CSV or XLSX file as shown in below image.

Import Sale Pricelist Wizard

Sale Pricelist View

Sale Pricelist View with Custom Fields

Import Vendor Pricelist

Data File Sample.

You have 3 different options to Import Vendor Pricelist with custom fields.

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.

VENDOR
- Define vendor name.
PRODUCT TEMPLATE
- Define product.
PRODUCT VARIANT
- Define product variant.
MINIMAL QUANTITY
- Define minimal quantity.
PRICE
- Define price.
CURRENCY
- Define currency.
START DATE
- Define start date.
END DATE
- Define end date.
DELAY
- Define delay.
x_partner_id@name
-Name of partner for custom field
x_partner_ids@name
-Multiple tags of color for custom field
x_color
-Name of color for custom field
x_notes
-Notes for custom field
x_amount
-Amount for custom field
x_bool
-Boolean field for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

Import Vendor Pricelist Menu.

Menu for importing data of vendor pricelist.

Import Vendor Pricelist Wizard.

1. Import Product By :

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

2. Import Product Variant By :

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


Vendor Pricelist View.

Vendor Pricelist View with Custom Fields.

Import Chart Of Account

Data File Sample.

Import Chart Of Account Menu.

Menu for importing data of vendor pricelist.

Import Chart Of Account Wizard.

In this wizard you have to upload properly formated XLSX or CSV file which you want to import chart of account data.

Chart Of Account View

Warning/Validation.

1. It will generate error if you select invalid file.

2. It will generate errors when you import wrong value of Tax, Account.

Import Task

Data File Sample.

Given below is the sample of import file.

Task Name
- Name of the Task
Project Id
- Project Id for Task.
User
- Name of User.
Tag
- Name of the Tag.
Deadline Date
- Task Deadline Date.
Description
- Task's Description.

Import Task Wizard

In this wizard you have to upload properly formated CSV or XLS file you want to import.


Views

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


Warnings

Generating error while wrong data is imported e.g Unmatched User, Unavailable Tags.


Import Product Images

Data File Sample

Given below is the sample of import file.

You can use the sample file for create product images from excel file.

Import Product Images Wizard

In popup select model as product and operation as create product and select an excel file.

View Imported Product with Images

After add excel file you can see the product variants that you add through excel file.

Data File Sample

Given below is the sample of update file.

You have three different options to update product images.

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 ID.

Import with Code.

Import with Name.

If you want to update the product image than select models as product and operations as update product and select the excel file.

After add excel file you can see updated product variants that you update through excel file.

Import Product Images Wizard

In popup select models as product templates and operation as create product.

View Imported Product Template with Images

After upload excel file you can see the product templates with imported images as shown in figure.

If you want to update the product template than select model as product template and operations as update product and select the excel file.

After upload excel file you can see the updated product templates in product as shown in figure.

Import Images From Zip File

Import Images From Zip File Wizard

1.Import Images For :

You have option for import images from zip file for Product, Partner or Employee.

2.Import Product By :

You have also option to import products by it's Name, Internal Reference(code), Barcode or ID.

If you want to import product images while importing images from zip file then you have to select import with "Name".

3.Product Model :

User can see products with images.


You have also option to import images from zip file in that product model by product template or product variants.

User can download sample zip file to import product images by clicking "ZIP FILE" button on wizard.


Imported Successfully Message

Here you can see success message after import done.


Product Images are Imported

you can see product images are imported.


Import Images From Zip File Wizard

You can see import images from zip file product by internal reference with product variants model.

User can download sample zip file to import product variant images by clicking "ZIP FILE" button on wizard.


Product Variants Images are Imported

you can see product variants images are imported with the help of internal reference of product.


User can see partner with images.


Import Images From Zip File Wizard for Partner

You can see import images from zip file for partner with partner by name.

User can download sample zip file to import partner images by clicking "ZIP FILE" button on wizard.


Partner Images are Imported

you can see partner(customer) images are imported.


User can see employee with images.


Import Images From Zip File Wizard for Employee

You can see import images from zip file for employee with employee by name.

User can download sample zip file to import employee images by clicking "ZIP FILE" button on wizard.


Employee Images are Imported

you can see employee images are imported.


Import Attendances

Data File Sample

Given Below Is The Sample Data File, Please Use Given Format To Create Data File.

EMPLOYEE NAME
- Name of employee.
SIGN IN
- Sign in time for attendance.
SIGN OUT
- Sign out time for attendance.

On clicking "Import Attendance" menu new wizard will open, Here user can select file, and file type to import employee attendances.

User can also download sample file to import attendance by enable "Download Sample Files" option and select "Sample Type" and click "DOWNLOAD SAMPLE FILE" button.


On clicking "IMPORT" button employee attendances are imported from selected file and user can see under attendances menu.


Warnings

If employee not found then raise warning.


If sign in/sign out time not added then raise warning.


Import Employee Timesheet

Data File Sample.

DATE
- Date for employee timesheet.
EMPLOYEE
- Name of employee for timesheet.
DESCRIPTION
- Timesheet description.
PROJECT
- Name of project for timesheet.
TASK
- Name of project task for timesheet.
HOURS
- hours of timesheet.

Import Employee Timesheet Wizard

In import employee timesheet wizard user have to select file type and upload file and click "Import" button.

Employee Timesheet

User can see imported employee timesheet from XLS/CSV file under "All Timesheets" menu.

Employee

User can see new created employee.

Warnings

If project not exist in system it will raise warning.

If task not exist in system it will raise warning.

Import POS Order

Data File Sample

Given below is the sample of import file.

You have three different options to import POS 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.

Name
- Order Reference of the pos order.
Session
- POS Session name.
Date Order
- Date of pos order.
Sales Person
- Sales person of pos order.
Customer
- Customer of pos order.
Product
- Product of pos order line.
Product Quantity
- Product quantity of pos order line.
Product Price
- Price of product of pos order line.
Product Discount
- Discount of particular product of pos order line.
Tax
- Tax of particular product of pos order line.
Receipt Number
- Receipt Number of particular product.

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 POS Order Wizard

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

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

If you select "Draft" stage option then POS order will be import in New stage.
If you select "Confirm" stage option then POS order will be import in Paid stage.

If you select "Create Customer" option then it will create a new customer if it is not exist.

Select 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 POS order then you have must select import with "Name".

User can download sample file to import point of sale order by clicking "CSV FILE" or "XLS FILE" button on wizard.

POS Order View

After importing the file in correct format user can see imported pos order in tree view under "Orders" menu.

After importing CSV/XLS with "Draft" option then you can see the POS order is in New stage and Sequence(POS Order Ref) is same as we given in CSV/XLS file.

After importing CSV/XLS with "Create Customer" option then you can see the customer is created.

If you select "Default Sequence" option then order ref. field will follow the system sequence.

If you select "Confirm" stage option then select journal also and POS order will be import based on selected journal and changed stage as Paid.

If you select "Confirm" stage option then you can see the POS order is in Paid stage.

If all taxes are found in system then POS order will be generated.


Warning/Validation.

If you select Tax not available in system than it return following warning.

If you select wrong session than it return following warning.

If you select product which is not available in system than it return following warning.

If you select wrong sales person it return following warning.

If you select wrong format of receipt number it return following warning.

Import Reordering Rules

Data File Sample

PRODUCT CODE
- Code Of Product On Which Reordering Rule Imported .
MIN RULE
- Minimum Stock Rule For Product.
MAX RULE
- Maximum Stock Rule For Product.

Given Below Is The Sample Data File, Please Use Given Format To Create Data File.

Import Reordering Rule Wizard

In this wizard you have to upload properly formated CSV/XLS file you want to import.

User can download sample file to import reordering rule by enable "Download Sample File" option and select "File Type" and click "DOWNLOAD SAMPLE FILE" button.

Views

To check newly created Reordering Rule for product, GoTo Inventory -> Inventory Control -> Reordering Rules.

Newly created Reordering Rule for product with minimum stock rule and maximum stock rule.

Import Lot/Serial Numbers

Import Lot Number with Stock

Data File Sample.

Given below is the sample of import file to upload lot number with stock but without date details, It is mandatory to use given format to create XLS or CSV file.

If you are using only numeric value for Internal ref or Barcode field then please make sure the cell type/format is Text/Character

Given below is the sample of import file to upload lot number with stock and date details, It is mandatory to use given format to create XLS or CSV file.

If you are using only numeric value for Internal ref or Barcode field then please make sure the cell type/format is Text/Character

serial/lot number
-serial/lot number of product
product
-Name of product.
qty
-qty of product.
Internal ref
-Internal reference of product
best before date
-best before date of product
removal date
-removal date of product
end of life date
-end of life date of product
alert date
-alert date of product.

Import Lot Number with Stock Wizard without Date Details

In this wizard you have to upload properly formated XLS or CSV file which you want to import for product lot number.

User can download sample file to import lot number with stock by enable "Download Sample Files" option and select "Sample Type" as CSV or XLS and click "DOWNLOAD SAMPLE FILE" button on wizard.

Created Lots/Serial Number Tree View

Figure shows the product lots/serial number created without date details from given data file.

Import Lot Number with Stock Wizard with Date Details

Created Lots/Serial Number Tree View

Figure shows the product lots/serial number created with date details from given data file.

Warning or Validation

When importing wrong data file that time warning or validation message will be generated.

Import Journal Entry

Data File Sample

Given below is the sample of import file.


Name
- Name of the label for journal entry.
Partner
- Partner name belong to the journal entry.
Analytic account
- Analytic account of partner used for the journal entry line.
Date Maturity
- Date of the journal entry.
Debit Amount
- Debit amount of the journal entry.
Credit
- Credit amount of the journal entry.
Amount Currency
- Credit amount of the journal entry.
Currency
- Currency of the journal entry.

Import Journal Entries Wizard

After clicking that button a wizard will be open where you have to select the format of the file from which you will import your data and the file for it.

User can download sample file to import journal item by clicking "CSV FILE or EXCEL FILE" button on wizard.


After importing the file in correct format and well balanced journal items all journal items will be linked with that journal item.


Mismatched Currency Error

If currency is not found in the system, It will show following error.


Mismatched Account Code Error

If account code is not found in the system, It will show following error.

Mismatched Analytic Account Error

If analytic account is not found in the system, It will show following error.


Import Lead

Data File Sample

Given below is the sample of import file,It is mandatory to use given format to create CSV or XLS file.
You need to maintain the column order.


Create Date
- Lead Create Date.
CUSTOMER
- Customer's name for lead.
Contact Name
- Contact name for lead.
Subject
- Name of lead.
Function
- Job Position of contact.
Street 1
- Customer's street 1 name for lead.
Street 2
- Customer's street 2 name for lead.
City
- Customer's city name for lead.
State
- Customer's state name for lead.
Zip
- Zip code of customer address for lead.
Country
- Customer's country name for lead.
Email
- Email of customer for lead.
Phone
- Phone number of customer for lead.
Sales Team
- Sales Channel of customer for lead.
Notes
- Internal Note of customer for lead.
Campaign
- Campaign name for lead.
Medium
- Medium name for lead.
Source Fields
- Source fields name for lead.
Tags
- Tags for lead.

Import Leads Wizard

In this wizard you have to upload properly format of CSV or XLS file which you want to import.

User can download sample file to import lead by enable "Download Sample Files" option and select "Sample Type" as CSV or XLS and click "DOWNLOAD SAMPLE FILE" button on wizard.


Imported Leads View

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

Additional Features

It will generate error if you import wrong Sales Team,which is shown in figure.

Import User

Data File Sample.

Name
- Name of user.
Email
- Email id for the user.
Password
- Password for the user.
Language
- Language for the user.
User Type
- User type for the user.
Access Group
- Access group for the user.
Access Technical Settings
- Access technical settings for the user.

Import User Wizard

If you want to import details of user from XLS you can use the import user wizard.

User can download sample file to import users by clicking "EXCEL FILE" button on wizard.

Users List View

User can see imported users from XLS file in list view.

Users Form View

User can see imported users from XLS file in form view with given data like name, email, language, user type, access group, access technical settings etc.

Warning/Validation

Data File Sample with Wrong Input.

Warning/Validation Message Generated

Generating warning/validation message while wrong data is imported e.g Unmatched AccessGroup, Unavailable User Type etc.

Import Employee Expense

Data File Sample.

If you are using only numeric value for Internal ref or Barcode field then please make sure the cell type/format is Text/Character

EXPENSE REPORT SUMMARY
- Name for expense report summary.
NAME
- Name for employee expenses.
PRODUCT NAME
- Product name for employee expenses.
BARCODE
- Product barcode for employee expense.
INTERNAL REFERENCE
- Product internal reference code for expenses.
UNIT AMOUNT
- amount for expense product.
QUANTITY
- Quantity for product.
EMPLOYEE NAME
- Name of employee for expense
WORK PHONE
- Employee work phone.
ANALYTIC ACCOUNT
- Analytic account name for employee.
DATE
- Date for expense.
PAID BY
- Expense paid by.
BILL REFERENCE
- Bill reference for expense.
SALE ORDER
- Sale order for expense.

On import wizard user have to upload file and select file type, also select "Product By" and "Employee By" options.

Imported Employee Expenses

User can see imported employee expenses from uploaded file.

User can see employee expense in form view with all given data from excel file.

On import wizard user have to upload file and select file type, also select "Product By" and "Employee By" options.

Imported Employee Expenses

User can see imported employee expenses from uploaded file.

User can see employee expense in form view with all given data from excel file.

On import wizard user have to upload file and select file type then import as "Expense Sheet" also select "Product By" and "Employee By" options.

Imported Employee Expense Sheet

User can see imported employee expense sheet in expense report from uploaded file.

User can see employee expense sheet in form view with all given data from excel file.

Warning

User can see warnings when trying to import employee which is not available in system.

User can see warnings when trying to import product which is not available in system.

User can see this warning id user entered wrong date format.

Import Serial/Lot Number in Picking

Import Lot Number in Incoming Shipment(Purchases)

Under Product > Inventory > Traceability set "Tracking" as "By Lots" to import product with lot number on incoming shipment.

Now suppose you have made order of 22 quantity and its generated shipment for that purchase as shown below in fig. Now if you want to Import it then you have to select the button which is highlighted in the below fig.

Once you click on the button, you will see one wizard which is shown below in the fig. Here you have to click on Import Lots/Serial Number Button.

Once you click on Import Lot/Serial Number button which we discussed above, you will get another wizard which is shown below in the fig.And you will get option to choose import serial number or lot number based on your product's tracking configuration. When you choose import lot number then you have to import lot number with qty(Inside excel file), when you choose serial number then you have to import only serial number code (inside excel file , example is attached).

User can download sample file to import bill of material by enable "Download Sample Files" option and select "Sample Type" as CSV or XLS and click "DOWNLOAD SAMPLE FILE" button on wizard.

Once you click on Import in the above fig. that we discussed, you will get the following view which is shown below in the fig, this shows all set and all lot/serial numbers are imported perfectly.Now you have to just confirm it.

On click of "Confirm" button user can see picking order's done quantity as per demanded quantity with lot number.

Import Serial Number in Incoming Shipment(Purchases)

Under Product > Inventory > Traceability set "Tracking" as "By Unique Serial Number" to import product with serial number on incoming shipment.

Now suppose user have made order of 5 quantity and its generated shipment for that purchase as shown below in fig. Now if user want to import product with serial number then user have to select the button which is highlighted in the below fig.

Once user click on the button, user can see opened "Detailed Operations" wizard, here click on "Import Lot/Serial No" button.

On import wizard user have to select "Serial No" option and upload file containing serial number for product.

User can download sample file to import bill of material by enable "Download Sample Files" option and select "Sample Type" as CSV or XLS and click "DOWNLOAD SAMPLE FILE" button on wizard.

Once user click on "Import" button user can see serial number for product will imported from excel file.

On click of "Confirm" button user can see picking order's done quantity as per demanded quantity with serial number.

Import Serial Number and Lot Number in Internal Transfers

Import Lot Number in Internal Transfer

Under Product > Inventory > Traceability set "Tracking" as "By Lots" to import product with lot number on incoming shipment.

Now suppose you transfer 18 quantity and you want to import it with lot number then you have to select the button which is highlighted in the below fig.

Once you click on the button, you will see new wizard which is shown below in the fig. Here you have to click on Import Lots/Serial Number Button.

Once you click on Import Lot/Serial Number button which we discussed above, you will get another wizard which is shown below in the fig.And you will get option to choose import serial number or lot number based on your product's tracking configuration. When you choose import lot number then you have to import lot number with qty(Inside excel file), when you choose serial number then you have to import only serial number code (inside excel file , example is attached).

Once you click on Import in the above fig. that we discussed, you will get the following view which is shown below in the fig, this shows all set and all lot/serial numbers are imported perfectly.Now you have to just confirm it.

On click of "Confirm" button user can see picking order's done quantity as per demanded quantity with lot number and user can validate transfer.

Import Serial Number in Internal Transfer

Under Product > Inventory > Traceability set "Tracking" as "By Unique Serial Number" to import product with serial number on incoming shipment.

Now suppose you transfer 5 quantity and you want to import it with serial number then you have to select the button which is highlighted in the below fig.

Once user click on the button, user can see opened "Detailed Operations" wizard, here click on "Import Lot/Serial No" button.

On import wizard user have to select "Serial No" option and upload file containing serial number for product.

Once user click on "Import" button user can see serial number for product will imported from excel file.

On click of "Confirm" button user can see picking order's done quantity as per demanded quantity with serial number.

Export Products with Images

User can select products in tree view and click "Export Products with Images" menu under "Action" menu.

Export Image Option

User can see export product images wizard with "Product Image with Information" and "Only Image into Zip File" option.

Export Product Image with Information

User can select "Product Image with Information" option and click "EXPORT" button.

User can see exported file.

User can see excel file with exported product images in excel file.

Export Only Image into Zip File

User can select "Only Image into Zip File" option to export image.

User can enable "Export extra product images" option.

User can see exported images into zip file.

Installation Guide

Menu for importing data of vendor pricelist.

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

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by
Saeed Nassar
on 6/8/22, 9:43 AM Confirmed Purchase

the we fix it by poeditor

best regardes

Re:
by
BrowseInfo
on 6/9/22, 2:08 AM Author

Hello Sir,

If you face any issue further, you can report it to ticket@browseinfo.in sir.

Regards


by
Saeed Nassar
on 6/7/22, 3:09 PM Confirmed Purchase

Arabic translation didn't work for this module 

Can you fix please 

Re:
by
BrowseInfo
on 6/8/22, 2:37 AM Author

Hello Sir,

Sure sir, we can add the translation in the app as per your requirement.

Please raise a ticket at ticket@browseinfo.in sir our team will help you further.

Regards


odoo online 15 version
by
Bin Amaar
on 4/13/22, 7:29 PM

HI BrowseInfo 
Does it support working on odoo online 15 version?
And if supported, how can I install it and access its use?

Re: odoo online 15 version
by
BrowseInfo
on 4/14/22, 3:13 AM Author

Hello Sir,

No odoo online (saas) will not support any third party app.

If you are using odoo.sh then you can use it sir.

Regards


Import Template
by
jamil.hammadi@gmail.com
on 3/17/22, 1:21 AM

Hi BrowseInfo Team,

I get this app and it is hard work to try many times to import the data from excel I try more than 30 times to import sales import and finally it is working, so please can you provide me template excel for all types of import on your app.

B R

Re: Import Template
by
BrowseInfo
on 3/17/22, 2:34 AM Author

Hello Sir,

Please contact us at ticket@browseinfo.in sir with your purchase details.

Our team will help you further.

Regards


by
Mone de jager
on 2/27/22, 2:57 AM

hallo

Will this module work with odoo 15 enterprise? also my database is on the web

Re:
by
BrowseInfo
on 2/28/22, 3:07 AM Author

Hello Sir,

You mean to say, you are using the odoo online or odoo.sh or on premises sir ?

Regards


Import Journal Items
by
Caroline Halbe
on 11/29/21, 5:16 AM

Hi there!

We need to import the entire journal entries of a year for one of our customers. In the standard system it is not possible to enter a posting date. Is this possible with the module?

Please let me know!

Best Caro

Re: Import Journal Items
by
BrowseInfo
on 11/29/21, 8:21 AM Author

Hello Sir.

In this module you will get option to import the journal items.
https://apps.odoocdn.com/apps/assets/14.0/bi_generic_import/1_journal_item.png?72bcf5b

And in the following module you will have both journal items and journal entry import feature. 
https://apps.odoo.com/apps/modules/15.0/bi_generic_import_all/
https://apps.odoocdn.com/apps/assets/15.0/bi_generic_import_all/1_journal_entry.png?6f9bf91

Regards