Import Sales Quotation and Orders
Most advanced Sales Software.
Import Sales Quotation and Orders Key Features
Default Import format has been attached in the import wizard.
Product Code & Product Name wise import format can be downloaded from the wizard.
Manually select the Customer & Quotation Date in the wizard.
Click on Import button to create a new record in the sales screen.
Import Sales Quotation and Orders Screenshots
Click on “Orders” and choose “Import Sale Order” from the drop-down menu.
Select the necessary fields, which are marked in the red box.
Step 1:
Enable the “Display File Format to Download” check box to activate the “Import File Format” option.
Step 2:
Click on the CSV file to download and customize the customers’ sales details.
Step 3:
Upload the edited CSV file.
Step 4:
Manually select the customer and the quotation date.
Step 5:
Click on the Import button to create the sale quotation.
The imported file format will be created as a new quotation.
Services
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