Import Invoices from Excel or CSV File in odooby BrowseInfo https://www.browseinfo.in
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Import Invoice From Excel or CSV File Odoo apps
Do you want to import bulk invoices together ? Which has multiple product lines ?
Using this Odoo Apps, you can easily do that with single click. Excel file from your supplier no need to enter them manually on odoo, you can easily import them on Odoo ERP.
Our Odoo apps helps you to import customer and supplier(vendor bills) invoices both with very easy excel/csv format . Additionally we provide option to choose existing odoo invoice number or import invoice number from excel file which you can select.
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 email@example.com
e.,g If you want to add Analytic accounts and analytic tags details or discount on invoice, we will add without any cost
Multi Language Translation Available
We have added Translation using google translate for English (US), Arabic, French / FranÃ§ais, Spanish / EspaÃ±ol and Dutch / Nederlands, if you want to change translation terms or add new translation provide us translation, we will add that without any cost.
Easy to importEasily import multiple customer and supplier invoice(vendor bills).
Import Multiple Invoice LinesAdd multiple invoice lines as row on data file.
Add Different DataAdd Customer/Supplier,Currency, Date, Product, Quantity, Price, Description and Salesperson.
Import Different CurrencyAdd different currency of invoices in single import.
Sequence OptionImport invoices number using with XLS/CSV or with default sequence.
Different WarningEasy Warning when import fail due to wrong data.
Import Bulk InvoicesQuickly import bulk invoices in one go using Excel or CSV File.
Add Bulk AccountAdd bulk account in one go using Excel or CSV file.
Import Order with DateImport Date which you have in your Database instead of default that Odoo provides
Invoice Stage OptionsImport invoices as a "Draft" or "Validate".
Import Product OptionImport products by it's Name/ Barcode or Code(Internal Reference).
CSV/XLS file SupportedYou can import CSV or XLS file both as per as your convenience.
Easy to Download Sample File FormatYou can easily downloaded sample file format.
Download CSV/XLS Sample File FormatYou can download both csv and xls file format.
Import Customer/Supplier Invoice
Data File Sample.
You have 3 different options to import invoice 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 Name.
Import with Code.
Import with Barcode.
- INVOICE ID
- - Invoice number for the invoice.
- - Vendor/Customer name for the invoice order.
- - Currency for the invoice.
- - Product name for the invoice order.
- - Quantity for the above product.
- - UOM for the above product.
- - Description for the product
- - Price for the above product.
- - Discount for the product.
- -Name of salesperson
- -Tax for the product
- -Date of invoice
- -Name of Chart Of Account
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.
Download Sample XLS and CSV Files
User can download sample file to import invoice by clicking "Download Sample Files" option on wizard" user can select file type as "XLS or CSV" and click "DOWNLOAD SAMPLE FILE" button on import wizard.
Import Invoice Menu
Under Invoicing > Customers user can see "Import Invoice" menu.
Import Customer Invoice
1. Sequence Option :
If you want to import details of invoice number from CSV/XLS 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/XLS 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 XLS/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".
After importing CSV/XLS with "Import Draft Invoice" option then user can see the imported customer invoice in draft stage and invoice number is same with all data as define in CSV/XLS file like customer, currency product, quantity, uom, discount, tax, and accounts also view in tree and form view.
Import Vendor Bills
User can import vendor bill from CSV/XLS file with all data for that user need to select "Supplier" option, User can select "Sequence Option as Use System Default Sequence Number", and "Import Product By : Code".
After importing CSV/XLS with "Validate Invoice Automatically With Import" option then user can see the imported customer vendor bills in posted stage and invoice number is same with all data as define in CSV/XLS file and view in tree and form view.
Import Customer Credit Note
User can import vendor bill from CSV/XLS file with all data for that user need to select "Customer Credit Note" option, User can select "Account Option as Use Account From Excel/CSV", and "Import Product By : Barcode".
After importing user can see the imported customer credit note with all data as define in CSV/XLS file and view in tree and form view.
Import Vendor Credit Note (Refunds)
User can import vendor credit note by selecting "Vendor Credit Note" option.
After importing CSV/XLS with user can see the imported customer credit note with all data as define in CSV/XLS file and view in tree and form view.
It will generate error if you import wrong partner.
It will also generates errors when you import wrong value of Currency, Pricelist, UOM, Salesperson and Tax.
It will generate error if you import wrong file type.
It will generate error if date is not given in CSV/XLS file.
Before installing this module you have to install following packages in your system.
1.sudo pip install xlrd
2.sudo pip install xlwt
1.sudo apt-get install python-xlrd
2.sudo apt-get install python-xlwt
You will get 90 Days free support incase any bugs or issue (Except data recovery).
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 firstname.lastname@example.org or raise a ticket on support.
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Appreciated your support and solving issues
Re: Appreciated your support and solving issues
We are very glad to hear back from you sir and for a wonderful feedback.
Do let us know if you need any further assistance sir.
This module does not work with multi company - for a single company installation imports okay!