Import POS Orders from Excel/CSV File in odooby BrowseInfo https://www.browseinfo.com
Point of Sale (point_of_sale)
• Sales (sale_management)
• Inventory (stock)
• Invoicing (account)
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|Also available in version||v 9.0 v 10.0 v 11.0 v 15.0 v 14.0 v 13.0 v 12.0|
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 firstname.lastname@example.org
e.,g If you want to add note or pricelist on pos order, 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.
Import POS Order Access RightsYou have to enable "Import POS Order" option to import point of sale orders at once.
Create Customer OptionYou 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.
Import with Name.
- - Order Reference of the pos order.
- - POS Session name.
- Date Order
- - Date of pos order.
- Sales Person
- - Sales person of pos order.
- - Customer of pos order.
- - 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 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.
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.
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.
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 email@example.com or raise a ticket on support.
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