Import POS Orders from Excel/CSV File in odoo
by BROWSEINFO https://www.browseinfo.com/demo-request?app=bi_import_pos_order&version=18&edition=Community$ 23.24
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Point of Sale (point_of_sale)
• Sales (sale_management) • Discuss (mail) • Inventory (stock) • Invoicing (account) |
| Lines of code | 403 |
| Technical Name |
bi_import_pos_order |
| License | OPL-1 |
| Website | https://www.browseinfo.com/demo-request?app=bi_import_pos_order&version=16&edition=Community |
| Versions | 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Point of Sale (point_of_sale)
• Sales (sale_management) • Discuss (mail) • Inventory (stock) • Invoicing (account) |
| Lines of code | 403 |
| Technical Name |
bi_import_pos_order |
| License | OPL-1 |
| Website | https://www.browseinfo.com/demo-request?app=bi_import_pos_order&version=16&edition=Community |
| Versions | 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
India | 
Malaysia 
Import Point of Sales/POS Order from CSV/XLS file Odoo apps
This Odoo apps helps to import point of sales - POS orders transaction using CSV or XLS file in odoo ERP. This Odoo apps provide features to import more then one point of sales orders with multiple POS order lines from one file with one click. This Odoo module will be effective when users have POS data in excel/csv file with multiple POS orders and order lines, user can import this with single click using the sample file format suggested on apps.
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 note or pricelist on pos order, we will add without any cost
Import POS Order Access Rights
You have to enable "Import POS Order" option to import point of sale orders at once.
Create Customer Option
You can enable "Create Customer" option to create new customer if it is not exist while importing POS order.
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.
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 POS Order with Custom or Default Generated Sequence.
It allows you to import POS order with custom sequence or default generated sequence.
Import POS Order in Draft/Confirmed State.
User have option to import POS order in draft state or confirmed state.
Import Product by Name, Code or Barcode.
For POS order line user can import product by name, code, or barcode.
CSV/XLS File Format.
You can import CSV or XLS file both as per as your convenience. In this module sample of import files are given,It is mandatory to use given format to create CSV or XLS file.You need to maintain the column 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.
When you create sale order the "Create Purchase Order" button will appear in sale order.
- 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 Access Rights
Under user configuration, User have to enable "Import POS Order" option to import POS order.
Import POS Order Menu
User can import pos order from Point of Sale > Orders > Import POS Order menu.
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.
user can see receipt number in "Extra info" tab
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.
User can see imported records for "Confirm" stage in tree view
User can see imported records for "Confirm" stage in tree view
User can see imported records for "Confirm" stage in form view
If all taxes are found in system then POS order will be generated.
User can see imported records under Products tab
User can see imported records payment details under Payments tab.
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.
Warning/Validation.
If you select wrong format of receipt number it return following warning.
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
Version : 16.0.0.0
22 October 2022
Initial release of the app.
Version : 16.0.1.3
16 May 2024
Add functionality related to Multiple product added in one pos order.
Can I Use this module with Odoo Online ?
Do I got free support when I buy an App ?
Do I have to buy module for each version ?
How can I install the module I bought ?
The module I bought doesn't work, What should I do ?
Get Support, For Free!
60 Days Free Support
In case 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.
Have Any Question ?
+91-6351620270
Write Email
Sales : sales@browseinfo.in
Support : support@browseinfo.in
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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.
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Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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Subject: Support Request for "Import POS Orders from Excel/CSV File" Add-On
Dear BrowseInfo Support Team,
I am writing to request support for the "Import POS Orders from Excel/CSV File" add-on that I purchased from your company. I have encountered several issues while trying to use the add-on and I would appreciate your assistance in resolving them.
The main issue that I am facing is with the date format in the Excel file. The add-on is not able to recognize the date format that I am using in my Excel file, which is causing errors during the import process. I would like to know if there is a way to customize the date format or to configure the add-on to recognize different date formats.
In addition to the date format issue, I have also encountered other issues with the add-on, such as:
[1-date format ]
[partner_id ]
[taxs ]
I would appreciate your assistance in resolving these issues and customizing the add-on to meet my specific requirements. Here are some details about my import process and requirements:
Thank you for your attention to this matter. I look forward to hearing back from you soon.
Best regards,
Ahamed Kamal
Re: Subject: Support Request for "Import POS Orders from Excel/CSV File" Add-On
Hello Sir,
Please raise a ticket at ticket@browseinfo.in sir.
Our team will check and guide you further.
Regards