Odoo all import for Sales, Purchase, Invoice, Inventory, Pricelist, BOM, Payment, Bank Statement, Journal Entry, Picking, Product, Customer, Product Images, Product Variants, Multiple Statement, POS Orders, Multiple Journal Entries.

$ 140.47

v 18.0 Third Party 89

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Attendances (hr_attendance) • CRM (crm) • Expenses (hr_expense) • Inventory (stock) • Invoicing (account) • Manufacturing (mrp) • Point of Sale (point_of_sale) • Purchase (purchase) • Sales (sale_management) • Employees (hr) • Discuss (mail) • Calendar (calendar) • Contacts (contacts) • Project (project)
Community Apps Dependencies	Show • Odoo all import for Sales, Purchase, Invoice, Inventory, Pricelist, BOM, Payment, Journal Entry, Picking, Product, Customer. • Import Chart of Accounts from CSV or Excel File
Lines of code	17049
Technical Name	`bi_generic_import_all`
License	OPL-1
Website	https://www.browseinfo.com
Versions	11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0

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Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Attendances (hr_attendance) • CRM (crm) • Expenses (hr_expense) • Inventory (stock) • Invoicing (account) • Manufacturing (mrp) • Point of Sale (point_of_sale) • Purchase (purchase) • Sales (sale_management) • Employees (hr) • Discuss (mail) • Calendar (calendar) • Contacts (contacts) • Project (project)
Community Apps Dependencies	Show • Odoo all import for Sales, Purchase, Invoice, Inventory, Pricelist, BOM, Payment, Journal Entry, Picking, Product, Customer. • Import Chart of Accounts from CSV or Excel File
Lines of code	17049
Technical Name	`bi_generic_import_all`
License	OPL-1
Website	https://www.browseinfo.com
Versions	11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0

Description
License

Supported :

Enterprise

Community

Odoo.sh

Advance Odoo Import Data Bridge(CSV or Excel File) in Odoo

All Import Data of Odoo like Sales, Purchase, Invoice, Inventory,Bill of material, Customer/Supplier Payment, Bank Statement, Journal Entry, Picking, Product, Customer, Pricelist(Sale, Purchase and Product), Product Images, Product Variants, Task, Multiple Statement, Attendances, POS Orders, Multiple Journal Entries , Chart Of Account. with this Odoo import tool in Odoo.

Importing all kind of data now easy never been before, Importing different sort of data is always been headache,Module is like VLC player of Odoo.

It can import all important data whether its Sales, Purchase, Invoice, Inventory, Bill of material,Customer/Supplier Payment,Serial number with Stock, Bank Statement, Journal Entry, Picking, Product, Customer, Sale Pricelist, Purchase Pricelist and Product Pricelist, How resourceful it is ,It can reduce you work efforts and makes your life hassle free.

You can checkout Lower version for this module
Odoo Import Bridge(CSV or Excel File) Module.

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 sales@browseinfo.in
e.,g If you want to add Analytic accounts on sale order or analytic tags details on sale order line or on purchase order vendor reference 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.

Features

Import Order

Import sale order, purchase order and invoice with external sequence and import POS order.

Import Order Lines

Import sale order lines, purchase order lines and invoice lines.

Import Accounting Data

Import bank statement lines/multiple bank statement lines, journal entry / multiple journal entries, customer and supplier payment and chart of account.

Import Bill of Material

Import multiple bill of material with multiple components.

Different Warning

Support different warning and validation.

Support Translation

Support translation in multiple language.

Import Attendances

Import attendances from CSV/XLS file.

Import/Export Product Images

Import product images using excel file and ZIP file also export product with images.

Import Lot/Serial Number with Picking

User are allowed to import lots/serial number with/without date details and picking.

Import bulk of leads in onetime.

You are able to import multiple leads at a onetime.

Import Warehouse Data

Import inventory with serial number and expiry data, delivery, shipment and internal transfers.

Import Pricelist

Import sale, vendor and product pricelist.

Import and Update Master Data

Import and Update products, templates, product variant, customers and vendors.

Import Order with Date

You can Import Date which you have in your Database instead of default that Odoo provides.

Supported Community and Enterprise Edition

Works for Community and Enterprise both Edition.

CSV/XLS file Supported

You can import CSV or XLS file both as per as your convenience.

Efficient to Import for larger number of Employees

Easy to import attendance data for larger number of employees also import employee timesheet and expenses.

Helps to update product template

If you want to update the product template then select model as product template and operations as update product and select the excel file.

Import Invoice with Payment Details

User can able to import invoice with Payment details such as Payment Date, Payment Journal, Payment Amount.

Import Invoice with Full and Partial Payment Option

User can able to import invoice with full payment and partial payment , user can enter payment amount on file and payment will be done for invoice according to payment amount.

Easy to Import Custom Fields

You can easily import custom field from csv/xls file.

Generic Import Dashboard

You can import all the things at generic import dashboard.

Demo Request Video Tutorial

Generic Import Dashboard

Here you can import all the things at generic import dashboard.

Import All in One Data Menu

You can import all the things at import all in one data menu.

Import Customer/Supplier Invoice

Data File Sample.

You have 3 different options to import invoice order with custom fields.

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.

INVOICE ID: - Invoice number for the invoice.
PARTNER: - Vendor/Customer name for the invoice order.
CURRENCY: - Currency for the invoice.
PRODUCT: - Product name for the invoice order.
ACCOUNT: -Name of Chart Of Account
QUANTITY: - Quantity for the above product.
UOM: - UOM for the above product.
DESCRIPTION: - Description for the product
PRICE: - Price for the above product.
DISCOUNT: -Discount for the product
Salesperson: -Name of salesperson
TAX: -Tax for the product
Date: -Date of invoice
JOURNAL: -Payment Journal for invoice payment.
AMOUNT: -Payment Amount for created payment for invoice.
PAYMENT DATE: -Payment Date for register payment created for invoice.
x_partner_id@name: -Name of partner for custom field
x_partner_ids@name: -Multiple tags of color for custom field
x_color: -Name of color for custom field
x_notes: -Notes for custom field
x_amount: -Amount for custom field
x_bool: -Boolean field for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: x_partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: x_partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

The "INVOICE ID" should be same, as you can see in the image,"INVOICE ID" is same for different product list.This defines single invoice with different product lines.

Tax column is important you have to add "Tax column" though there is no need of adding tax.

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 Invoice Menu.

Menu for importing data of invoice orders.

Import Invoice Wizard.

1. Sequence Option :

If you want to import details of invoice number from CSV/XLS you can also have option regarding this in import invoice wizard.

If you select "Use Excel/CSV Sequence Number" option then name field will came from CSV/XLS file.

2. Invoice Stage Option :

If you select "Import Draft Invoice" option then invoice will be import in draft stage.

If you select "Validate Invoice Automatically With Import" option then invoice will be import in validate/Open stage.

If you select "Import Invoice with Payment" option then invoice will be import in Open/Paid stage.

3. Account Option :

If you want to import Account from XLS/CSV so you have option for "Account Option" regarding this in import invoice wizard.

4. Type :

You have also option for import invoice for Customer, Vendors, Customer Refund(Customers Credit Note) or Vendors Refund(Supplier Credit Note).

5. Import 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 invoice order then you have to select import with "Name".

Import Invoice Tree View.

This is the tree view of invoice created from given data file.

After importing CSV/XLS with "Import Draft Invoice" option then you can see the invoice is in draft stage and invoice number is same as we given in CSV/XLS file.

You can see the invoice is in draft stage and custom field is same as we given in CSV/XLS file.

If you select "Validate Invoice Automatically With Import" option then you can see the invoice is in Open stage.

If you select "Use System Default Sequence Number" option then name field will follow the system sequence.

If all taxes are found in system then invoice will be generated.

You can see the invoice is in draft stage with default sequence number and custom field is same as we given in CSV/XLS file.

If you select "Customer Credit Note" option then you can see the invoices created as a Customer Credit Note (Customer Refund).

You can see the customer credit note is in draft stage and custom field is same as we given in CSV/XLS file.

Import Invoice with Partial Payment

If user select "Import Invoice with Payment" on Invoice Stage Option and "Keep Open" on Partial Payment then user can see imported invoice with payment entry in "Open" state.

If user select "Import Invoice with Payment" on Invoice Stage Option and "Write-Off" on Partial Payment then user can see invoice is fully paid and payment entry is created.

Warning/Validation.

1. It will generate error if you import wrong partner.

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

Import Invoice Lines

Data File Sample.

You have 3 different options to import invoice line.

If you want to import product with "Take Details From The Product" option then follow given XLS format.

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.

If you want to import product with "Take Details From The XLS File" option then follow given XLS format with custom fields.

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.

PRODUCT: -Product name for invoice order line.
QUANTITY: - Quantity for above product.
UOM: - UOM for above product.
DESCRIPTION: - Description of product
PRICE: - Price for above product.
TAX: -Tax for product
DISCOUNT: -Discount for the product
x_partner_id@name: -Name of partner for custom field
x_partner_ids@name: -Multiple tags of color for custom field
x_color: -Name of color for custom field
x_notes: -Notes for custom field
x_amount: -Amount for custom field
x_bool: -Boolean field for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

If there is need of adding "Tax" you can add it but if there is no need of adding "Tax" you have to leave it blank.

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 Invoice Lines Button

Button for importing data of Invoice Lines.

Import Invoice Lines Wizard.

1. Product Details Option :

If you select "Take Details From The Product" option then product and product quantity will be taken from selected XLS file, Other product details(UOM, Price) will be taken from already created products.

If you select "Take Details From The XLS File" option then all details will be taken from selected XLS file.

2. Import 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 invoice line then you have to select import with "Name".

Import Invoice Line View.

After importing CSV/XLS with "Take Details From The Product" option then you can see the imported product details is taken from already created product.

You can see the imported product details is taken from already created product with custom fields.

If you select "Take Details From The XLS File" option then you can see the imported product details is taken from XLS file.

You can see the imported product details is taken from xls file with custom fields.

Import Customer/Supplier Payment

Data File Sample.

Partner: - Customer/Supplier name for payment.
Payment Amount: -Amount of payment for customer/supplier payment.
Payment Journal: -Payment journal type for customer/supplier payment.
Payment Date: - Payment date for customer/supplier payment.
Memo: - Invoice payment receipt number for customer/supplier payment.
x_partner_id@name: -Name of partner for custom field
x_color: -Name of color for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

Import Payment Menu

Menu for importing data of Customer/Supplier Payment.

Import Payment Wizard.

In this wizard you have to upload properly formated XLS file you want to import.

Import Payment View.

This is the tree view of newly created customer payments from given data file with custom fields.

If you want to upload supplier(vendor) payment then select "Supplier Payment".

This is the example of newly created supplier payments with custom fields.

Warning/Validation.

1. If you enter wrong customer/supplier then it will raise warning.

2. If you enter wrong journal then it will raise warning.

Import Journal Items

Data File Sample.

Name: - Name of the label for journal entry.
Partner: - Partner name belong to the journal entry .
Analytic account: - Analytic account of partner used for the journal entry line.
Account: - Account of partner used for the journal entry line.
Date Maturity: - Date of the journal entry.
Debit: - Debit amount of the journal entry.
Credit: - Credit amount of the journal entry.
Amount Currency: - Amount currency of the journal entry.
Currency: - Currency of the journal entry.
x_partner_id@name: -Name of partner for custom field
x_partner_ids@name: -Multiple tags of color for custom field
x_color: -Name of color for custom field
x_notes: -Notes for custom field
x_amount: -Amount for custom field
x_bool: -Boolean field for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

Import Journal Items Button.

On the form of journal entry you can find the button for importing journal items for that particular journal entry.

Import Journal Entry Wizard.

After clicking on button a wizard will be open where you have to select the format of the file from which you will import your data and the file for it.

After importing the file in correct format and well balanced journal items all journal items will be linked with that journal item.

Warning/Validation.

1. If currency is not found in the system, It will raise error.

2. If account code is not found in the system, It will raise error.

3. If analytic account is not found in the system, It will raise error.

Import Multiple Journal Entry/Items

Data File Sample

Given below is the sample of import file.

Date: - Date for journal entry.
Ref: - Reference for journal entry.
Journal: - Type of journal entry.
Name: - Name of the label for journal entry.
Partner: - Partner name belong to the journal entry.
Analytic account: - Analytic account of partner used for the journal entry.
Account: - Code of Account Analytic account.
Date Maturity: - Date of the journal entry.
Debit: - Debit amount of the journal entry
Credit: -Credit
Amount Currency: - Credit amount of the journal entry
Currency: - Currency of the journal entry
x_partner_id@name: -Name of partner for custom field
x_partner_ids@name: -Multiple tags of color for custom field
x_color: -Name of color for custom field
x_notes: -Notes for custom field
x_amount: -Amount for custom field
x_bool: -Boolean field for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

Import Multiple Journal Entries Menu

Under Invoicing >Customers > Import Journal Entries menu you can import multiple journal entries from CSV or XLS.

After clicking that button a wizard will be open where you have to select the format of the file from which you will import your data and the file for it.

After importing the file in correct format you can see Journal Entries are Created.

Import Sales Order

Data File Sample.

Given below is the sample of import file.

You have 3 different options to import sale order with custom fields.

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: - Sale order number
CUSTOMER: - Customer name for the sale order.
PRICELIST: - Pricelist is used for identify Currency for the sale order.
PRODUCT: - Product name for the sale order line.
QUANTITY: - Quantity for the above product.
UOM: - UOM for the above product.
DESCRIPTION: - Description for the product
PRICE: - Price for the above product.
SALESPERSON: - Name of salesperson.
TAX: -Tax for the product
DATE: - Date of sale order.
DISCOUNT: - Discount for the product.
x_partner_id@name: -Name of partner for custom field
x_partner_ids@name: -Multiple tags of color for custom field
x_color: -Name of color for custom field
x_notes: -Notes for custom field
x_amount: -Amount for custom field
x_bool: -Boolean field for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

The "ORDER" should be same, as you can see in the image,"ORDER" is same for different product list.This defines single order with different product lines.

Tax column is important you have to add "Tax column" though there is no need of adding tax.

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 Sale Order Menu.

Menu for importing data of Sales Order.

Import Sales Order Wizard.

1. Sequence Option :

If you want to import details of sales number from CSV/XLS you can also have option regarding this in import sales wizard.

If you select "Use Excel/CSV Sequence Number" option then name field will came from CSV/XLS file.

2. Quotation Stage Option :

If you select "Import Draft Quotation" option then sale order will be import in draft stage.

If you select "Confirm Quotation Automatically With Import" option then sale order will be import in Sale Order stage.

3. Import 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 sale order then you have to select import with "Name".

Import Sale Order Tree View.

This is the tree view of sales order created from given data file.

After importing CSV/XLS with "Import Draft Quotation" option then you can see the sale order is in draft stage and Sequance(Sale Order number) is same as we given in CSV/XLS file.

Sale order is in draft stage and Sequence(Sale Order number) is same as we given in CSV/XLS file with custom fields.

If you select "Confirm Quotation Automatically With Import" option then you can see the sale order is in sales order stage.

If you select "Use System Default Sequence Number" option then name field will follow the system sequence.

If all taxes are found in system then sale order will be generated.

Sale order is in confirmed stage and use system default sequence number with custom fields.

Warning/Validation.

1. It will generate error if you import wrong pricelist.

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

Import Sale Order Lines

Data File Sample.

You have 3 different options to import sale order line.

If you want to import product with "Take Details From The Product" option then follow given XLS format.

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.

If you want to import product with "Take Details From The XLS File" option then follow given XLS format with custom fields.

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.

PRODUCT: -Product name for sale order line.
QUANTITY: - Quantity for above product.
UOM: - UOM for above product.
DESCRIPTION: - Description of product
PRICE: - Price for above product.
TAX: -Tax for product
DISCOUNT: - Discount for the product.
x_partner_id@name: -Name of partner for custom field
x_partner_ids@name: -Multiple tags of color for custom field
x_color: -Name of color for custom field
x_notes: -Notes for custom field
x_amount: -Amount for custom field
x_bool: -Boolean field for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

If there is need of adding "Tax" you can add it but if there is no need of adding "Tax" you have to leave it blank.

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 Sale Order Lines Button

Button for importing data of Sale Order Lines.

Import Sale Order Lines Wizard.

1. Product Details Option :

If you select "Take Details From The XLS File" option then all details will be taken from selected XLS file.

If you select "Take Details With Adapted Pricelist" option then all details will be taken from product applied Pricelist.

2. Import 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 sale order line then you have to select import with "Name".

Import Sale Order Line View.

After importing CSV/XLS with "Take Details From The Product" option then you can see the imported product details is taken from already created product.

You can see the imported product details is taken from already created product with custom fields.

If you select "Take Details From The XLS File" option then you can see the imported product details is taken from XLS file.

You can see the imported product details is taken from xls file with custom fields.

If you select "Take Details With Adapted Pricelist" option then you can see the imported product details is taken with adapted pricelist.

Warning/Validation.

1. It will generate error if you import wrong UOM.

2. It will generate error if you import wrong Tax.

Import Point Of Sale Order

Data File Sample

Given below is the sample of import file.

Name: - Order Reference of the pos order.
Session: - POS Session name.
Date Order: - Date of pos order.
Sales Person: - Sales person of pos order.
Partner: - Partner of pos order.
Product: - Product of pos order line.
Quantity: - Product quantity of pos order line.
Price: - Price of product of pos order line.
Discount: - Discount of particular product of pos order line.
x_partner_id@name: -Name of partner for custom field
x_partner_ids@name: -Multiple tags of color for custom field
x_color: -Name of color for custom field
x_notes: -Notes for custom field
x_amount: -Amount for custom field
x_bool: -Boolean field for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

Import Point of Sale Order Menu

Figure shows the menu for import POS Order.

Import POS Order Wizard

After clicking that button a wizard will be open where you have to select the format of the file from which you will import your data and the file for it.

POS Order Tree View

After importing the file in correct format you can see import point of sale order in tree view.

POS Order Form View

After importing the file in correct format you can see import point of sale order in form view.

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.

Import Product Template and it's Product Variants with Attributes and Attributes Values

Here this import "Product Template with Attributes" feature allows user to import product template with multiple product variant along with it's attributes and attributes value. single line of template with multi attribute creates several variant automatic same as odoo process. if we assign 2 attributes with 3 values then it will create 1 product template with attributes value along with 6 variants.

Import/Update Product Template

Data File Sample.

If you are using only numeric value for Internal ref or Barcode field then please make sure the cell type/format is Text/Character

Name: - Name of the product.
INTERNAL REFERENCE: - Internal reference of the product.
CATEGORY: - Category of the product.
TYPE: - Type of the Product.
BARCODE: - Barcode of the product.
UOM: - Unit of Measure of the product.
PURCHASE UOM: - Purchase uom of the product.
SALE PRICE: - Sale price of the product.
COST PRICE: - Cost price of the product.
WEIGHT: - Weight of the product.
VOLUME: - Volume of the product.
CUSTOMER TAXES: -taxes of salable product
VENDOR TAXES: -taxes of purchase product
TRACKING: - tracking of the product
ATTRIBUTES: - Product Attributes.; - Format of the product attributes:-; Product attributes & value are separate by ':'; Product new attributes are separated by ';'; Product new attribute line is seprated by '#'; Note: Ex. Product Name - 'SHIRT' , Product Attributes - 'Size:XL;XXL#Color:Red;White' in that 'Size & Color' is an attributes, 'XL,XXL' & 'Red,White' is a value, attributes & value are separated by ':', new attributes are separated by ';' , 'Size:XL;XXL' & 'Color:Red;White' is a separate attribute line and it is separated by '#'.
x_partner_id@name: -Name of partner for custom field
x_color: -Name of color for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

Import Product Template Menu

Menu for importing data of product template.

Import Product Variants Wizard with Attributes

In this wizard you have to tick 'Import Variants' for upload properly formated XLS file which you want to import for upload new product variants or update data of existing product.

Created Product Variants View with Custom Fields

Import Product Template Wizard without Attributes

In this wizard you have to upload properly formated XLS file which you want to import for upload new product or update data of existing product.

Created Product Template View

You can update product by search product by their "Name" or "Internal Reference(Code)" or "Barcode"

If you added value on column that field will be updated rest other you can put blank and we have to keep format of the file same as current.

Product After Updated Data is Displayed with Custom Fields.

Import Products With Vendor

Data File Sample.

VENDOR: - Vendor Name for Supplier Info.
PRODUCT: - Product Name for Supplier Info.
DELIVERY TIME: - Delivery Time.
QUANTITY: - Quantity of Above Selected Product.
PRICE: - Price of Above Selected Product.
x_partner_id@name: -Name of partner for custom field
x_partner_ids@name: -Multiple tags of color for custom field
x_color: -Name of color for custom field
x_notes: -Notes for custom field
x_amount: -Amount for custom field
x_bool: -Boolean field for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

Import Supplier Info Menu.

Menu for importing data of Supplier.

Import Supplier Info Wizard.

In this wizard you have to upload properly formated XLS file you want to import.

While importing Supplier Info, If you want to create product which is not available in your system then select first option, It will create new product and link supplier info with it.

If you want to just link supplier info with exsiting product you can go for the second option.

Created Product View.

This is the view of newly created product template. It will work in the same way with other products also.

Warning/Validation

1. It will generate error if product template is not existing and we select second option.

Import Product Variants without Attributes and Attributes Values

Here this import "Product Variants without Attributes" feature allows user to import product variant. if you want to use "Product Variants with Attributes and Attributes Values" then you can use above feature of import "Product Template with Attributes".

Import and Update Product Variant

Data File Sample.

Given below is the sample of import file to upload product,It is mandatory to use given format to create XLS file.

If you are using only numeric value for Internal ref or Barcode field then please make sure the cell type/format is Text/Character

Name: -Name of Product
Internal Reference: -Reference for product.
Category: -Category of product.
Type: -Type of product
Barcode: -Barcode of product
UOM: -Unit of measure for product
Purchase UOM: -Purchase product unit of measure
Customer Taxes: -taxes of salable product
Vendor Taxes: -taxes of purchase product
Description: -Description of product
Invoice Policy: -Invoice policy of product
Sale Price: -Price of product saleable product variant
Cost Price: -Cost price of product variant
Weight: -Weight of product variant.
Volume: -Volume of product variant.
Image Path: -Path of the product image.
Can Be Sold: -True/False for sold product.
Can Be Purchase: -True/False for purchase product.
On Hand Quantity: -On hand quantity of product.
x_partner_id@name: -Name of partner for custom field
x_color: -Name of color for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

Configuration of Product Variant

Figure shows the access right given to user then user can see the 'Import Product Variant' menu.

Product Variant Menu

Figure shows the menu for importing data of Product variants.

Product Variant Wizard

In this wizard you have to upload properly formated XLS file which you want to import for upload new product or update data of existing product.

Product Variant View

Figure shows the products variant created from given data file with custom fields.

You can update product by search product by their "Barcode" or "Internal Reference(Code)"

Product After Updated Data is Displayed.

Import Product Images from URL and path.

In sales you can add product template and product through import Product Images

In pop up select model as product and operation as create product and select an excel file.

In excel file you can add columns as product code,product name and image path as a URL or a local path.

After add excel file you can see the product variants that you add through excel file.

If you want to update the product image than select models as product and operations as update product and select the excel file.

Selected excel file for update product image with ID should be like this.

Selected excel file for update product image with name should be like this.

Selected excel file for update product image with Code should be like this.

After add excel file you can see updated product variants that you update through excel file.

In pop up select models as product templates and operation as create product.

Selected excel file for create product templates image should be like this.

After upload excel file you can see the product templates in product templates as shown in figure.

If you want to update the product template than select model as product template and operations as update product and select the excel file.

Selected excel file for update product template image with ID should be like this.

Selected excel file for update product template image with name should be like this.

Selected excel file for update product template with code should be like this.

After upload excel file you can see the updated product templates in product as shown in figure.

Import Images From Zip File

Import Images From Zip File Wizard

1.Import Images For :

You have option for import images from zip file for Product, Partner or Employee.

2.Import Product By :

You have also option to import products by it's Name, Internal Reference(code), Barcode or ID.

If you want to import product images while importing images from zip file then you have to select import with "Name".

3.Product Model :

User can see products with images.

You have also option to import images from zip file in that product model by product template or product variants.

User can download sample zip file to import product images by clicking "ZIP FILE" button on wizard.

Imported Successfully Message

Here you can see success message after import done.

Product Images are Imported

you can see product images are imported.

Import Images From Zip File Wizard

You can see import images from zip file product by internal reference with product variants model.

User can download sample zip file to import product variant images by clicking "ZIP FILE" button on wizard.

Product Variants Images are Imported

you can see product variants images are imported with the help of internal reference of product.

User can see partner with images.

Import Images From Zip File Wizard for Partner

You can see import images from zip file for partner with partner by name.

User can download sample zip file to import partner images by clicking "ZIP FILE" button on wizard.

Partner Images are Imported

you can see partner(customer) images are imported.

User can see employee with images.

Import Images From Zip File Wizard for Employee

You can see import images from zip file for employee with employee by name.

User can download sample zip file to import employee images by clicking "ZIP FILE" button on wizard.

Employee Images are Imported

you can see employee images are imported.

Import Inventory.

Data File Sample.

You have 3 different options to import inventory.

If you are using only numeric value for Internal ref or Barcode field then please make sure the cell type/format is Text/Character

1. Import Inventory with Expiry Date and Import Location on inventory line.

Import with Code.

Import with Barcode.

Import with Name.

2. Import Inventory without Expiry Date and with Import Location on inventory line.

Import with Code.

Import with Barcode.

Import with Name.

3. Import Inventory without Import Location on inventory line.

Import with Code.

Import with Barcode.

Import with Name.

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 Inventory Menu

Menu for importing data of Inventory.

Import Inventory Wizard.

Figure shows a wizard for importing inventory where you can define name of inventory, location of warehouse and the format of file you want to import.

1. Serial/Lot number with Expiry Date Option :

If you select "Import Serial/Lot number with Expiry Date" option then it will import inventory with product Lot number and Expiry Date.

2. Import Location on inventory Line Option :

If you select "Allow to Import Location on inventory line from file" option then it will import inventory line with location which given in XLS/CSV file.

3. Import Product By :

You have also option to import products by it's Name/ Barcode or Code(Internal Reference).

Here you can see existing Lot/Serial number which we can use for inventory.

Inventory Adjustments.

If you select "Allow to Import Location on inventory line from file" option then in inventory line location is imported from given XLS/CSV file.

Product Lot/Serial Number.

If you have entered the Lot number which is not available in the system, then it will assign new Lot/Serial number for that product.

After importing CSV/XLS you can see the Serial/Lot number and Expiry Date same as we given in CSV/XLS file.

Import Incoming Shipment/Delivery Order/Internal Transfer

Data File Sample.

You can import Incoming Shipment/Delivery Order/Internal Transfer from Picking Type with custom fields.

NAME: - Stock Picking Name
Customer: - Name of the customer.
Source Document: - Name of the Source Document.
Date: - Date of Picking.
Product: - Product name for the Picking.
Quantity: - Quantity for the above product.
LOT Number: - LOT number for the above product.
x_partner_id@name: -Name of partner for custom field
x_partner_ids@name: -Multiple tags of color for custom field
x_color: -Name of color for custom field
x_notes: -Notes for custom field
x_amount: -Amount for custom field
x_bool: -Boolean field for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

Import Incoming Shipment/Delivery Order Menu.

Menu for importing data of Incoming Shipment/Delivery Order.

Import Incoming Shipment/Delivery Order Wizard.

In this wizard you have to upload properly formated XLS and CSV file you want to import.

Delivery Order View.

You can see delivery order view with custom fields.

Warning/Validation.

1. It will generate error if you not select a proper file.

Import Lot/Serial Numbers

Data File Sample.

Given below is the sample of import file to upload lot number with stock but without date details, It is mandatory to use given format to create XLS or CSV file.

If you are using only numeric value for Internal ref or Barcode field then please make sure the cell type/format is Text/Character

Given below is the sample of import file to upload lot number with stock and date details, It is mandatory to use given format to create XLS or CSV file.

If you are using only numeric value for Internal ref or Barcode field then please make sure the cell type/format is Text/Character

serial/lot number: -serial/lot number of product
product: -Name of product.
qty: -qty of product.
Internal ref: -Internal reference of product
best before date: -best before date of product
removal date: -removal date of product
end of life date: -end of life date of product
alert date: -alert date of product.

Import Lot Number with Stock Wizard without Date Details

In this wizard you have to upload properly formated XLS or CSV file which you want to import for product lot number.

User can download sample file to import lot number with stock by enable "Download Sample Files" option and select "Sample Type" as CSV or XLS and click "DOWNLOAD SAMPLE FILE" button on wizard.

Created Lots/Serial Number Tree View

Figure shows the product lots/serial number created without date details from given data file.

Import Lot Number with Stock Wizard with Date Details

Created Lots/Serial Number Tree View

Figure shows the product lots/serial number created with date details from given data file.

Warning or Validation

When importing wrong data file that time warning or validation message will be generated.

Import Purchase Order

Data File Sample.

You have 3 different options to import purchase order with custom fields.

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.

Custom Fields Format

PURCHASE ID: - Purchase number for the purchase order.
SUPPLIER: - Vendor name for the purchase order.
CURRENCY: - Currency for the purchase order.
PRODUCT: - Product name for the purchase order.
QUANTITY: - Quantity for the above product.
UOM: - UOM for the above product.
DESCRIPTION: - Description for the product
PRICE: - Price for the above product.
TAX: -Tax for the product
DATE: - Date of purchase order.
x_partner_id@name: -Name of partner for custom field
x_partner_ids@name: -Multiple tags of color for custom field
x_color: -Name of color for custom field
x_notes: -Notes for custom field
x_amount: -Amount for custom field
x_bool: -Boolean field for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

The "PURCHASE ID" should be same, as you can see in the image, "PURCHASE ID" is same for different product list.This defines single order with different product lines.

Tax column is important you have to add "Tax column" though there is no need of adding tax.

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 Purchase Order Menu.

Menu for importing data of Purchase Orders.

Import Purchase Order Wizard.

1. Sequence Option :

If you want to import details of purchase number from CSV/XLS you can also have option regarding this in import purchase wizard.

If you select "Use Excel/CSV Sequence Number" option then name field will came from CSV/XLS file.

2. Purchase Stage Option :

If you select "Import Draft Purchase" option then purchase order will be import in RFQ (Request For Quotation) stage.

If you select "Confirm Purchase Automatically With Import" option then purchase order will be import in Purchase Order stage.

3. Import 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 purchase order then you have to select import with "Name".

Import Purchase Order Tree View.

This is the tree view of purchase order created from given data file.

After importing CSV/XLS with "Import Draft Purchase" option then you can see the purchase order is in RFQ stage and Sequence(Purchase Order number) is same as we given in CSV/XLS file.

You can see the purchase order is in RFQ stage and Sequence(Purchase Order number) is same as we given in CSV/XLS file with custom fields.

If you select "Confirm Purchase Automatically With Import" option then you can see the purchase order is in Purchase Order stage.

If you select "Use System Default Sequence Number" option then name field will follow the system sequence.

If all taxes are found in system then purchase order will be generated.

All taxes are found in system then purchase order will be generated with custom fields.

Warning/Validation.

1. It will generate error if you import Unavailable UOM.

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

Import Purchase Order Lines

Data File Sample.

You have 3 different options to import purchase order line.

If you want to import product with "Take Details From The Product" option then follow given XLS format.

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.

If you want to import product with "Take Details From The XLS File" option then follow given XLS format with custom fields.

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.

PRODUCT: -Product name for Purchase order line.
QUANTITY: - Quantity for above product.
UOM: - UOM for above product.
PRICE: - Price for above product.
DESCRIPTION: - Description of product
TAX: -Tax for product
x_partner_id@name: -Name of partner for custom field
x_partner_ids@name: -Multiple tags of color for custom field
x_color: -Name of color for custom field
x_notes: -Notes for custom field
x_amount: -Amount for custom field
x_bool: -Boolean field for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

If there is need of adding "Tax" you can add it but if there is no need of adding "Tax" you have to leave it blank.

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 Purchase Order Lines Menu.

Menu for importing data of Purchase Order Lines.

Import Purchase Order Lines Wizard.

1. Product Details Option :

If you select "Take Details From The XLS File" option then all details will be taken from selected XLS file.

If you select "Take Details With Adapted Pricelist" option then all details will be taken from product applied Pricelist.

2. Import 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 purchase order line then you have to select import with "Name".

Import Purchase Order Line View.

After importing CSV/XLS with "Take Details From The Product" option then you can see the imported product details is taken from already created product.

You can see the imported product details is taken from already created product with custom fields.

If you select "Take Details From The XLS File" option then you can see the imported product details is taken from XLS file.

You can see the imported product details is taken from XLS file with custom fields.

Import/Update Partners

Data File Sample.

If you are using only numeric value for Internal ref or Barcode field then please make sure the cell type/format is Text/Character

NAME: - Partner Name
Type: -Partner Type.
PARENT: - Partner's Parent Name.
STREET: - Partner's Address.
STREET 2: - Partner's Address.
CITY: - Partner's City.
STATE: - Partner's State.
ZIP: - Partner's Zip code.
COUNTRY: - Partner's Country.
WEBSITE: - Website of partner.
PHONE: - Partner's Phone Number.
MOBILE: - Partner's Mobile Number.
EMAIL: - Partner's Email Address.
CUSTOMER: - True/False for customer.
VENDOR: - True/False for Vendor.
SALESPERSON: - Salesperson of partner.
INTERNAL REFERENCE: - Partner's Internal Reference.
CUSTOMER PAYMENT TERMS: - Days for customer's payment term.
VENDOR PAYMENT TERMS: - Days for vendor's payment term.
x_color: -Name of color for custom field
x_total_amount: -Total amount for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

Import Partners Menu.

Menu for importing data of Partners.

Import Partner Wizard.

In this wizard you have to upload properly formated XLS or CSV file you want to import for create partner or update partner data.

Created Partner Kanban View.

Kanban view of partner after update partner data.

You can see update partners details with custom fields.

Warning/Validation.

1. It will generate error if you import Unavailable Salesperson.

2. It will also generates errors when you import wrong value of Company,Unavailable Parent,Unavailable Payment term.

Import Attendances

Data File Sample.

Employee Name: - Name of the employee.
Sign In: -Sign in date and time of the employee.
Sign Out: -Sign out date and time of the employee.
x_partner_id@name: -Name of partner for custom field
x_color: -Name of color for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

Import Attendances

After installing this module you can see 'Import Attendances' Menu in below figure.

Import Attendances Wizard

You can see one wizard, Here you can see csv or xls file is selected, After selecting file click on 'Import' button.

Import Attendances View

After clicking on 'Import' button, You can see data from XLS file is filled in attendance with custom fields.

Import Bill of Material

Data File Sample.

If you are using only numeric value for Internal ref or Barcode field then please make sure the cell type/format is Text/Character

Main Product Name: - Product Name
Reference: - Reference for bill of material
Quantity: - Quantity of main product.
Product of Material: - Name of the the product used in manufacturing of main product .
Quantity of sub product: - Quantity of material product
Unit of Measurement: -UOM for sub product
x_partner_id@name: -Name of partner for custom field
x_partner_ids@name: -Multiple tags of color for custom field
x_color: -Name of color for custom field
x_notes: -Notes for custom field
x_amount: -Amount for custom field
x_bool: -Boolean field for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

Import Bill Of Material Menu.

Menu for importing data of Bill of Material.

Import Bill of Material Wizard.

In this wizard you have to upload properly formated CSV or XLS file you want to import with BOM type.

Bill Of Material View

This is tree and form view of BOM from given data file.

Warning/Validation.

1. It will generate error if product does not available.

2. It will also generates errors when you import wrong value of UOM.

Import Sale Pricelist

Data File Sample.

You have 3 different options to Import Sale Pricelist.

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.

PRICELIST NAME: - Define pricelist name.
CURRENCY: - Pricelist currency.
APPLY ON: - Apply on global/category/product/product variant.
CATEGORY/VARIANT/PRODUCT: - Define category/product variant/product.
MIN. QTY: - Define product min. quantity.
START DATE: - Define start date.
END DATE: - Define end date.
COMPUTE PRICE: - Define type of price computation.
AMOUNT: - Define price which will use for computation.
x_partner_id@name: -Name of partner for custom field
x_partner_ids@name: -Multiple tags of color for custom field
x_color: -Name of color for custom field
x_notes: -Notes for custom field
x_amount: -Amount for custom field
x_bool: -Boolean field for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

Import Sale Pricelist Menu.

Menu for importing data of sale pricelist.

Import Sale Pricelist Wizard.

1. Import Product By :

You have option to import products by it's Name/ Barcode or Code(Internal Reference).

2. Import Product Variant By :

You have option to import products variant by it's Name/ Barcode or Code(Internal Reference).

3. Compute Type By :

You have option to import products by select type for pricelist computation.

Sale Pricelist View

Sale Pricelist View with Custom Fields

When you select 'Formula' in computation type then at that time you need to add some extra columns in your CSV or XLS file as shown in below image.

Import Sale Pricelist Wizard

Sale Pricelist View

Sale Pricelist View with Custom Fields

Import Vendor Pricelist

Data File Sample.

You have 3 different options to Import Vendor Pricelist with custom fields.

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.

VENDOR: - Define vendor name.
PRODUCT TEMPLATE: - Define product.
PRODUCT VARIANT: - Define product variant.
MINIMAL QUANTITY: - Define minimal quantity.
PRICE: - Define price.
CURRENCY: - Define currency.
START DATE: - Define start date.
END DATE: - Define end date.
DELAY: - Define delay.
x_partner_id@name: -Name of partner for custom field
x_partner_ids@name: -Multiple tags of color for custom field
x_color: -Name of color for custom field
x_notes: -Notes for custom field
x_amount: -Amount for custom field
x_bool: -Boolean field for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

Import Vendor Pricelist Menu.

Menu for importing data of vendor pricelist.

Import Vendor Pricelist Wizard.

1. Import Product By :

You have option to import products by it's Name/ Barcode or Code(Internal Reference).

2. Import Product Variant By :

You have option to import products variant by it's Name/ Barcode or Code(Internal Reference).

Vendor Pricelist View.

Vendor Pricelist View with Custom Fields.

Import Product Pricelist

Data File Sample.

You have 3 different options to Import Product Pricelist with custom fields.

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.

PRODUCT NAME: - Define product name.
PRICELIST: - Define pricelist name.
PRICE: - Define a price.
MIN. QUANTITY: - Define minimum quantity.
START DATE: - Define start date.
END DATE: - Define end date.
x_partner_id@name: -Name of partner for custom field
x_partner_ids@name: -Multiple tags of color for custom field
x_color: -Name of color for custom field
x_notes: -Notes for custom field
x_amount: -Amount for custom field
x_bool: -Boolean field for custom field

Important Notes For Custom Field

1. "Many2one_field" replace with technical name of field @name = field name of related model of Many2one For Ex: partner_id@name

2. "Many2many_field" replace with technical name of field @name = field name of related model of Many2many For Ex: partner_ids@name

3. "Char_field" replace with technical name of field

4. "Text_field" replace with technical name of field

5. "Int_field" replace with technical name of field

6. "Float_field" replace with technical name of field

7. "Boolean_field" replace with technical name of field

8. "Selection_field" replace with technical name of field

Import Product Pricelist Menu

Menu for importing data of product pricelist.

Import Product Pricelist Wizard.

1. Import Product By :

You have option to import products by it's Name/ Barcode or Code(Internal Reference).

Product Pricelist View.

Product Pricelist Form View.

Product Pricelist View with Custom Fields.

Import Task

Data File Sample.

Given below is the sample of import file.

Task Name: - Name of the Task
Project Id: - Project Id for Task.
User: - Name of User.
Tag: - Name of the Tag.
Deadline Date: - Task Deadline Date.
Description: - Task's Description.
x_partner_id@name: -Name of partner for custom field
x_partner_ids@name: -Multiple tags of color for custom field
x_color: -Name of color for custom field
x_notes: -Notes for custom field
x_amount: -Amount for custom field
x_bool: -Boolean field for custom field

Menu for Import Task

Import Task Wizard

In this wizard you have to upload properly formated CSV or XLS file you want to import.

Tree View of Task

This is the tree view of task created from given data file.

Kanban View of Task

This is the kanban view of task created from given data file.

Form View of Task

This is the form view of task created from given data file.

Warnings

Generating error while wrong data is imported e.g Unmatched User ,Unavailable Tags.

Import Chart Of Account

Data File Sample.

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 Chart Of Account Menu.

Menu for importing data of Chart Of Account.

Import Chart Of Account Wizard.

In this wizard you have to upload properly formated XLS or CSV file which you want to import chart of account data.

Chart Of Account View.

Warning/Validation.

1. It will generate error if you select invalid file.

2. It will generate errors when you import wrong value of Tax, Account.

Import Multiple Bank Statement

Given below is the sample of import file.

NAME: - Name of the Bank Statement.
DATE: - Date of the Bank Statement.
JOURNAL: - Journal for the Bank Statement.
LINE DATE: - Line Date of the Bank Statement.
REFERENCE: - Reference of the Bank Statement.
PARTNER: - Customer name for the Bank Statement.
MEMO: - Memo for the Bank Statement.
AMOUNT: - Amount for the Bank Statement.
CURRENCY: - Currency for the Bank Statement.

Accounting Dashboard

Click on New Statement link to create account bank statement.

Import Bank Statement Lines wizard.

If you want to import details of bank statement lines from CSV/XLS you can also have option regarding this in import bank statement lines wizard.

Imported Bank Statements

After importing CSV/XLS you can see the imported bank statement lines under Transactions tab. This is the view of Bank Statement Lines created from given data file.

User can also see imported bank statement line with all details like date, partner, memo and amount.

It will generate error if you not define Date field value while importing data.

It will generate error if you not define Memo field value while importing data.

It will generate error if you enter wrong currency field value while importing data.

It will generate warning if there is a multiple journal with the same name.

It will generate the warning if use enter the wrong currency then journal currency.

Import Employee Timesheet

Data File Sample.

DATE: - Date for employee timesheet.
EMPLOYEE: - Name of employee for timesheet.
DESCRIPTION: - Timesheet description.
PROJECT: - Name of project for timesheet.
TASK: - Name of project task for timesheet.
HOURS: - hours of timesheet.

Import Employee Timesheet Wizard

In import employee timesheet wizard user have to select file type and upload file and click "Import" button.

Employee Timesheet

User can see imported employee timesheet from XLS/CSV file under "All Timesheets" menu.

Employee

User can see new created employee.

Warnings

If project not exist in system it will raise warning.

If task not exist in system it will raise warning.

Export Products with Images

User can select products in tree view and click "Export Products with Images" menu under "Action" menu.

Export Image Option

User can see export product images wizard with "Product Image with Information" and "Only Image into Zip File" option.

Export Product Image with Information

User can select "Product Image with Information" option and click "EXPORT" button.

User can see exported file.

User can see excel file with exported product images in excel file.

Export Only Image into Zip File

User can select "Only Image into Zip File" option to export image.

User can enable "Export extra product images" option.

User can see exported images into zip file.

Import Reordering Rules

Data File Sample

PRODUCT CODE: - Code Of Product On Which Reordering Rule Imported .
MIN RULE: - Minimum Stock Rule For Product.
MAX RULE: - Maximum Stock Rule For Product.

Given Below Is The Sample Data File, Please Use Given Format To Create Data File.

Import Reordering Rule Wizard

In this wizard you have to upload properly formated CSV/XLS file you want to import.

User can download sample file to import reordering rule by enable "Download Sample File" option and select "File Type" and click "DOWNLOAD SAMPLE FILE" button.

Views

To check newly created Reordering Rule for product, GoTo Inventory -> Inventory Control -> Reordering Rules.

Newly created Reordering Rule for product with minimum stock rule and maximum stock rule.

Import Lead

Data File Sample

Given below is the sample of import file,It is mandatory to use given format to create CSV or XLS file.
You need to maintain the column order.

Create Date: - Lead Create Date.
CUSTOMER: - Customer's name for lead.
Contact Name: - Contact name for lead.
Subject: - Name of lead.
Function: - Job Position of contact.
Street 1: - Customer's street 1 name for lead.
Street 2: - Customer's street 2 name for lead.
City: - Customer's city name for lead.
State: - Customer's state name for lead.
Zip: - Zip code of customer address for lead.
Country: - Customer's country name for lead.
Email: - Email of customer for lead.
Phone: - Phone number of customer for lead.
Sales Team: - Sales Channel of customer for lead.
Notes: - Internal Note of customer for lead.
Campaign: - Campaign name for lead.
Medium: - Medium name for lead.
Source Fields: - Source fields name for lead.
Tags: - Tags for lead.

Import Leads Wizard

In this wizard you have to upload properly format of CSV or XLS file which you want to import.

User can download sample file to import lead by enable "Download Sample Files" option and select "Sample Type" as CSV or XLS and click "DOWNLOAD SAMPLE FILE" button on wizard.

Imported Leads View

This is the tree view of leads created from given data file.

Additional Features

It will generate error if you import wrong Sales Team,which is shown in figure.

Import User

Data File Sample.

Name: - Name of user.
Email: - Email id for the user.
Password: - Password for the user.
Language: - Language for the user.
User Type: - User type for the user.
Access Group: - Access group for the user.
Access Technical Settings: - Access technical settings for the user.

Import User Wizard

If you want to import details of user from XLS you can use the import user wizard.

User can download sample file to import users by clicking "EXCEL FILE" button on wizard.

Users List View

User can see imported users from XLS file in list view.

Users Form View

User can see imported users from XLS file in form view with given data like name, email, language, user type, access group, access technical settings etc.

Warning/Validation

Data File Sample with Wrong Input.

Warning/Validation Message Generated

Generating warning/validation message while wrong data is imported e.g Unmatched AccessGroup, Unavailable User Type etc.

Import Employee Expense

Data File Sample.

If you are using only numeric value for Internal ref or Barcode field then please make sure the cell type/format is Text/Character

EXPENSE REPORT SUMMARY: - Name for expense report summary.
NAME: - Name for employee expenses.
PRODUCT NAME: - Product name for employee expenses.
BARCODE: - Product barcode for employee expense.
INTERNAL REFERENCE: - Product internal reference code for expenses.
UNIT AMOUNT: - amount for expense product.
QUANTITY: - Quantity for product.
EMPLOYEE NAME: - Name of employee for expense
WORK PHONE: - Employee work phone.
ANALYTIC ACCOUNT: - Analytic account name for employee.
DATE: - Date for expense.
PAID BY: - Expense paid by.
BILL REFERENCE: - Bill reference for expense.
SALE ORDER: - Sale order for expense.

On import wizard user have to upload file and select file type, also select "Product By" and "Employee By" options.

Imported Employee Expenses

User can see imported employee expenses from uploaded file.

User can see employee expense in form view with all given data from excel file.

On import wizard user have to upload file and select file type, also select "Product By" and "Employee By" options.

Imported Employee Expenses

User can see imported employee expenses from uploaded file.

User can see employee expense in form view with all given data from excel file.

On import wizard user have to upload file and select file type then import as "Expense Sheet" also select "Product By" and "Employee By" options.

Imported Employee Expense Sheet

User can see imported employee expense sheet in expense report from uploaded file.

User can see employee expense sheet in form view with all given data from excel file.

Warning

User can see warnings when trying to import employee which is not available in system.

User can see warnings when trying to import product which is not available in system.

User can see this warning id user entered wrong date format.

Import Serial/Lot Number in Picking

Import Lot Number in Incoming Shipment(Purchases)

Under Product > Inventory > Traceability set "Tracking" as "By Lots" to import product with lot number on incoming shipment.

Now suppose you have made order of 22 quantity and its generated shipment for that purchase as shown below in fig. Now if you want to Import it then you have to select the button which is highlighted in the below fig.

Once you click on the button, you will see one wizard which is shown below in the fig. Here you have to click on Import Lots/Serial Number Button.

Once you click on Import Lot/Serial Number button which we discussed above, you will get another wizard which is shown below in the fig.And you will get option to choose import serial number or lot number based on your product's tracking configuration. When you choose import lot number then you have to import lot number with qty(Inside excel file), when you choose serial number then you have to import only serial number code (inside excel file , example is attached).

User can download sample file to import bill of material by enable "Download Sample Files" option and select "Sample Type" as CSV or XLS and click "DOWNLOAD SAMPLE FILE" button on wizard.

Once you click on Import in the above fig. that we discussed, you will get the following view which is shown below in the fig, this shows all set and all lot/serial numbers are imported perfectly.Now you have to just confirm it.

On click of "Confirm" button user can see picking order's done quantity as per demanded quantity with lot number.

Import Serial Number in Incoming Shipment(Purchases)

Under Product > Inventory > Traceability set "Tracking" as "By Unique Serial Number" to import product with serial number on incoming shipment.

Now suppose user have made order of 5 quantity and its generated shipment for that purchase as shown below in fig. Now if user want to import product with serial number then user have to select the button which is highlighted in the below fig.

Once user click on the button, user can see opened "Detailed Operations" wizard, here click on "Import Lot/Serial No" button.

On import wizard user have to select "Serial No" option and upload file containing serial number for product.

User can download sample file to import bill of material by enable "Download Sample Files" option and select "Sample Type" as CSV or XLS and click "DOWNLOAD SAMPLE FILE" button on wizard.

Once user click on "Import" button user can see serial number for product will imported from excel file.

On click of "Confirm" button user can see picking order's done quantity as per demanded quantity with serial number.

Import Serial Number and Lot Number in Internal Transfers

Import Lot Number in Internal Transfer

Under Product > Inventory > Traceability set "Tracking" as "By Lots" to import product with lot number on incoming shipment.

Now suppose you transfer 18 quantity and you want to import it with lot number then you have to select the button which is highlighted in the below fig.

Once you click on the button, you will see new wizard which is shown below in the fig. Here you have to click on Import Lots/Serial Number Button.

On click of "Confirm" button user can see picking order's done quantity as per demanded quantity with lot number and user can validate transfer.

Import Serial Number in Internal Transfer

Under Product > Inventory > Traceability set "Tracking" as "By Unique Serial Number" to import product with serial number on incoming shipment.

Now suppose you transfer 5 quantity and you want to import it with serial number then you have to select the button which is highlighted in the below fig.

Once user click on the button, user can see opened "Detailed Operations" wizard, here click on "Import Lot/Serial No" button.

On import wizard user have to select "Serial No" option and upload file containing serial number for product.

Once user click on "Import" button user can see serial number for product will imported from excel file.

On click of "Confirm" button user can see picking order's done quantity as per demanded quantity with serial number.

Installation Guide

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

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