Excel or CSV Format

Import your purchase orders from both CSV and XLS (Excel) formats. Works with data exported from any ERP, spreadsheet tool, or supplier portal.

3 Product Identification Modes

Match products against your Odoo catalogue using their Name, Internal Reference (Code), or Barcode — choose the mode that fits your file structure.

Draft or Confirmed Purchase Orders

Import orders as Draft RFQs for review before sending, or Confirm Automatically to generate Purchase Orders immediately upon import.

Multiple Taxes & Sequence Control

Add multiple taxes per order line by separating them with a semicolon ";". Control the order number: use the PURCHASE ID from your file or let Odoo assign its own system sequence automatically.

Import Purchase Access Rights

Administrators can control which users can access the Import Purchase wizard by assigning the "User: Import Purchase" right from Settings → Users.

Import Purchase Order Menu

The Import Purchase menu is available under Purchase → Orders. Only users with the "User: Import Purchase" right can see this menu item.

Import Purchase Order Wizard

• Select (File Type): Choose the format of your import file. You can upload either XLS/XLSX or CSV files depending on your data source.
• Sequence Option:
  • Use Excel/CSV Sequence Number: Uses the PURCHASE ID from your file as the order reference.
  • Use System Default Sequence Number: Automatically generates order numbers using Odoo’s sequence.
• Purchase Stage Option:
  • Import Draft Purchase: Creates purchase orders in RFQ (Request for Quotation) stage.
  • Confirm Purchase Automatically With Import: Automatically confirms orders and moves them to Purchase Order stage.
• Import Product By: Define how products are identified during import:
  • Name: Matches products using product name.
  • Code: Matches using internal reference (default code).
  • Barcode: Matches using product barcode.
• Download Sample Files: Enable this option to download a sample file for format reference only. The data inside the file is for demonstration purposes and may cause errors if you try to import the same file without modification.
• Sample Type: Choose whether to download the sample file in CSV or XLS format.

These flexible options ensure accurate data import while giving you full control over how purchase orders are created and processed.

Imported Purchase Orders Tree View

After importing, all created purchase orders are displayed instantly. Orders imported with "Import Draft Purchase" appear in RFQ stage; orders imported with "Confirm Purchase Automatically" appear in Purchase Order stage.

RFQ Stage

Purchase Stage

Imported Purchase Orders Form View

After importing, all purchase orders are instantly available for review. Each order can be opened in Form View to verify supplier details, products, quantities, pricing, and taxes. Orders imported with "Import Draft Purchase" remain in the RFQ stage, while those imported with "Confirm Purchase Automatically" are directly confirmed and appear in the Purchase Order stage.

Warning

1. It will generate error if you select another vendor.

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