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  1. APPS
  2. Inventory
  3. Kaizen: Import Pickings (Delivery, Receipts, Internal) from Excel v 17.0
  4. Sales Conditions FAQ

Kaizen: Import Pickings (Delivery, Receipts, Internal) from Excel

by Kaizen Principles http://www.kaizenae.com/
Odoo

$ 27.11

v 17.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
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
LicenseOPL-1
Websitehttp://www.kaizenae.com/
You bought this module and need support? Click here!
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
LicenseOPL-1
Websitehttp://www.kaizenae.com/
  • Description
  • License
  • Overview
  • Features
  • Why Kaizen
+971 56 682 8386

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

Kaizen Principles
Your Partner

We're here to support your growth 24/7. Connect with our experts now.

+971 56 682 8386 Mail Us
Contact Us

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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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.

Note: Extensively Tested on Odoo Vanilla with Ubuntu OS
Support

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
  • Configure options & upload Excel
  • Start the Import
  • Review imported transfers
  • Prepare the Excel template
  • Verify products and quantities
  • Import supplier receipts (Confirmed)
  • Incoming receipts ready
  • Review and validate the receipt
  • Check detailed operations
  • Fill the customer deliveries Excel
  • Import customer deliveries (Confirmed)
  • Customer deliveries ready
  • Review and validate the delivery
  • Check picking details
  • Match products by barcode
  • Draft deliveries created

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 they’re 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 they’re 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 “Import Product Using,” 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 »
POS Tamara
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Pay point of sale orders with tamara payment gateway and refund orders paid with tamara....

Learn More »
UAE Corporate Tax
UAE Corporate Tax

Get Complete State-specific legislation view of Company income taxes Generate / redraft related journals at any time during the year...

Learn More »
Stock Report PDF
Stock Report PDF

PDF report to print inventory transactions using different fillters...

Learn More »
Payment Provider: Tamara
Payment Provider: Tamara

Integration With Tamara Payment Gateway (E-commerce and Point of Sale)...

Learn More »

Kaizen Odoo Services

Upscale your business with expert services from an Odoo Gold Partner.

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+971 56 682 8386
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