Import Sale Order from Excel or CSV File

by
Odoo

13.02

v 15.0 Third Party 156
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 616
Technical Name import_sale_order
LicenseOPL-1
Websitehttps://www.browseinfo.com
Versions 17.0 9.0 8.0 13.0 11.0 12.0 14.0 15.0 16.0 10.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 616
Technical Name import_sale_order
LicenseOPL-1
Websitehttps://www.browseinfo.com
Versions 17.0 9.0 8.0 13.0 11.0 12.0 14.0 15.0 16.0 10.0

Import Bulk Sales Order Using Excel or CSV File Odoo Apps

Do you have large numbers of orders managed on excel when you sales goods too your customer or you exported them from other system and want to import it on Odoo? and it will takes lots of time to manually add them ? Don't worry we will help you for those sales order import with multiple order lines easily with one click using this Odoo Apps.
Think that if you have more then 2000 products lines of products in Sales Order, It will take more then 1 hour to add all of those lines.Don't get frustrated by that.
Installed this apps and you will get import sales order option which will help you to import bulk lines in single click.
It also help you to import with taxes details and once lines imported, everything will be calculated(Tax Amount, Total Amount etc) automatically same as standard Odoo.

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 add Analytic account on sale order or analytic tag details on sale order line, 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 Sale Order Access Rights

User can give an access rights of import sale order.

Import Product Unit Price based on Sheet/Pricelist

User can import product unit price which is based on sheet or pricelist.

Import Bulk Sales Order in Onetime.

It allows you to import bulk sale order in onetime.

Add Multiple Tax.

User can add multiple tax separate with semicolon but if there is no need of adding tax you have to leave it blank.

Import Sale Order with XLS/CSV or System Generated Sequence.

It allows you to import bulk sale order in onetime.

Import Sale Order in Draft/Confirmed State/.

User have option to import sale order in draft state or confirmed state.

Import Product by Name, Code or Barcode.

For sale order line user can import product by name, code, or barcode.

XLS/CSV both Supported.

User can import sale order from both xls or csv file.

Data File Sample

Given below is the sample of import file.

You have three different options to import sale 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.

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.
TAX
-Tax for the product
DATE
- Date of sale order.
DISCOUNT
- Discount for the product.
CUSTOMER REFERENCE
- Customer reference for the sale order.
DELIVERY DATE
- Delivery date for the sale order.

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 Access Rights

User can give an access rights for 'Import Sale Order' option.

Import Sale Order Menu

User can import multiple sales order using available options from Sales > Configuration > Import Sale Order menu.


Import Sales Wizard

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.

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

You have also option to import product's unit price based on sheet or based on pricelist.

If you want to create product while importing sale order then you have must select import with "Name".

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

Tree View of Imported Sale Order

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


After importing CSV/XLS 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/XLS file.


If you select "Use System Default Sequence Number" option then name field will follow the system sequence.

If you select unit price as "Based on Pricelist" option then unit price will calculating according to pricelist.


If you select "Confirm Quotation Automatically With Import" option then you can see the sale order is in sales order stage.


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


Warning/Validation.

1. It will generate error if you select Tax not available in system.

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

Installation Guide

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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Thank you for your response
by
Juan Ayala
on 2/27/23, 10:15 PM

Thank you for your response. One question, can you customize the module to import sales order in confirmed status and with date according to the excel file?
NOTE: all the products of each confirmed order to be imported from excel are of service type.

I remain attentive to your answer

Re: Thank you for your response
by
BrowseInfo
on 2/28/23, 1:00 AM Author

Hello Sir,

For customization information, please contact sales@browseinfo.in sir.

Regards


One question before buying.
by
Juan Ayala
on 2/26/23, 4:16 PM

Good afternoon.
I have a simple question before purchasing:

Is your module "import_sale_order" able to keep the date of quote confirmation (i.e. quotes in sale_order - confirmed status) as indicated in the excel or csv file to import?.

Thank you, I look forward to hearing from you.

Re: One question before buying.
by
BrowseInfo
on 2/27/23, 3:05 AM Author

Hello Sir,

Our module will import the So order but the confirmation it will take here will be by default the date where the import is being done. 

Regards