Kaizen: Import Pickings (Delivery, Receipts, Internal) from Excel
by Kaizen Principles http://www.kaizenae.com/$ 27.11
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Discuss (mail) |
| Lines of code | 243 |
| Technical Name |
kaz_import_picking_incoming_outgoing |
| License | OPL-1 |
| Website | http://www.kaizenae.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Discuss (mail) |
| Lines of code | 243 |
| Technical Name |
kaz_import_picking_incoming_outgoing |
| License | OPL-1 |
| Website | http://www.kaizenae.com/ |
Kaizen: Import Pickings (Delivery, Receipts, Internal) from Excel
for Odoo
Kaizen: Import Pickings (Delivery, Receipts, Internal) from Excel by Kaizen Principles helps inventory teams move fast without sacrificing accuracy. Managers can bulk-create Delivery Orders, Incoming Shipments, and Internal Transfers from a simple Excel template. For each upload, the wizard lets you pick the Operation Type and locations, match products by Name/Code/Barcode, and optionally auto-confirm and reserve stock. Lots/serials and owner fields are respected for full traceability, and the source Excel is automatically attached to each picking with a short chatter summary for audit. Newly created transfers open instantly in standard views no new workflows to learn so you get cleaner operations, fewer data-entry errors, and end-to-end accountability.
© 2025 Kaizen Principles
What's New in Kaizen: Import Pickings (Delivery, Receipts, Internal) from Excel for Odoo
Import transfers from one Excel
Choose operation type and locations
Match products by name, code, or barcode
Support lots, serials, and owner
Auto-confirm, attach the file, and log a summary
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All Features
Excel import (bulk): Create many Delivery Orders, Receipts, or Internal Transfers from one spreadsheet
Operation controls: Pick Operation Type, source, and destination before import
Product matching: Identify items by Name, Internal Reference (code), or Barcode
Lots & serials: Capture lot numbers or serials directly from the file for traceability
Owner support: Set the owner per line for consigned or third-party stock
Auto-confirm & reserve: Optionally confirm pickings and assign stock immediately
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Learn More »Free 30 Days Support
Kazien Principles will provide FREE 30 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.
Kaizen: Import Pickings (Delivery, Receipts, Internal) from Excel
Gain full control over stock movements warehouse teams can import Delivery Orders, Incoming Shipments, and Internal Transfers in seconds from a simple Excel file, all within a secure, manager-only wizard. From operation type and source/destination locations to product matching by name, code, or barcode, every detail is auto-applied and validated to eliminate manual entry and reduce errors. Lots, serials, and owner assignments are captured for end-to-end traceability, while optional auto-confirm and reservation move work forward instantly. Each import automatically attaches the source Excel to the resulting pickings and posts a concise chatter summary, creating a clear audit trail for accountability and compliance. Newly created transfers open in standard Odoo views no new menus or training required so your team stays fast, accurate, and fully aligned with operational best practices.
Navigate to Import Transfer Pickings
In Inventory - Operations, click Import Transfer Pickings to open the Excel import wizard.
Configure options & upload Excel
In the import wizard, choose the Operation Type, Source and Destination locations, select how to match products (Name/Code/Barcode), pick the target State (Draft or Confirmed), upload your Excel file, then click Import
Start the Import
After selecting your options and Excel file, click Import. Odoo will create the pickings from the file and open the newly created transfers.
Review imported transfers
The created pickings are listed in Transfers verify the From/To locations and the Status (Draft/Confirmed) for each record
Prepare the Excel template
Fill the sheet with your data Picking ID (group key), Vendor, Source Document, Owner, Product, Description, Quantity, Tracking (Lot/Serial), Lot, and Serial Number then save the file.
Verify products and quantities
Open a created transfer and confirm the imported Products and Demand match your Excel, then proceed with your normal validation steps
Import supplier receipts (Confirmed)
Select Operation Type = Receipts, set Source = Partners/Vendors and Destination = WH1/Stock, choose Confirmed, upload the Excel, then click Import to create incoming pickings
Incoming receipts ready
The imported vendor receipts are created with references and show Status = Ready theyâre confirmed and assigned, ready for validation.
Review and validate the receipt
Open a created receipt, confirm the imported lines and quantities, then click Validate to complete the incoming transfer.
Check detailed operations
Open Detailed Operations to review per-line quantities and (if applicable) lot/serial assignments; adjust as needed before validation
Fill the customer deliveries Excel
In the sheet, group lines by Picking ID, then enter Customer, Source Document, Owner, Product, Description, Initial Demand, and optional Tracking/Lot/Serial Number. Save the file for import.
Import customer deliveries (Confirmed)
Set Operation Type = Delivery Orders, choose Source = WH1/Stock and Destination = Partners/Customers, pick State = Confirmed, upload Outgoing.xlsx, then click Import to create ready-to-process deliveries.
Customer deliveries ready
The imported Delivery Orders show From = WH1/Stock, To = Partners/Customers, and Status = Ready theyâre confirmed and assigned, ready to validate
Review and validate the delivery
Confirm the Delivery Address, Source Location, and Product Availability, verify Demand vs Quantity, then click Validate to ship the order.
Check picking details
Open Detailed Operations to review pick locations and quantities for each product; adjust if needed before validating the delivery.
Match products by barcode
In the wizard, select Barcode under âImport Product Using,â upload your Excel, choose your delivery settings, and click Import to create draft deliveries
Draft deliveries created
The imported Delivery Orders appear in Draft review lines and confirm/assign when ready.
Why Kaizen
You know us as the makers of the Odoo "Kaizen: Import Pickings (Delivery, Receipts, Internal) from Excel for Odoo".
Kaizen's Top App Recommendations
Take a look at our other Odoo apps designed to make your life easier with a smooth workflow. Don't miss the chance to uplift your Odoo ERP experience with our apps!
More Apps »
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Pay point of sale orders with tamara payment gateway and refund orders paid with tamara....
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Get Complete State-specific legislation view of Company income taxes Generate / redraft related journals at any time during the year...
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PDF report to print inventory transactions using different fillters...
Learn More »
Payment Provider: Tamara
Integration With Tamara Payment Gateway (E-commerce and Point of Sale)...
Learn More »Kaizen Odoo Services
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