Sale Import

$ 93.68

v 18.0 Third Party

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Discuss (mail) • Sales (sale_management) • Invoicing (account)
Lines of code	415
Technical Name	`sale_import`
License	LGPL-3
Website	https://codoo-erp.com/

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Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Discuss (mail) • Sales (sale_management) • Invoicing (account)
Lines of code	415
Technical Name	`sale_import`
License	LGPL-3
Website	https://codoo-erp.com/

Email Excel to Sales Orders by Codoo-ERP

This module automates the creation of sale orders from Excel/CSV files received via email. It processes incoming emails with attachments, parses product data (barcode, quantity, price), and automatically creates sale orders based on the email of the sender

for odoo 18+

Key Features:

Automatic processing of incoming emails with Excel/CSV attachments.

Parse product data (barcode, quantity, price) from structured files.

Create sale orders automatically based on email sender.

Support for multiple file formats: .xlsx, .xls, .csv.

Flexible column mapping with multiple name variants support.

Split orders by attachment or combine into one order.

Automatic order confirmation.

Benefits:

Save time on manual order entry from supplier/customer files.

Reduce human errors in data entry.

Create sale orders automatically based on email sender.

Automatic customer matching by email address.

Process multiple orders from a single email.

Track import success/failure rates.

Install

Install required packages - pandas and openpyxl 'bash pip install pandas openpyxl'. Please install Email Excel to Sales Orders module:

Sale import module settings

1. Configure incoming mail server in Odoo with 'Create a New Record' set to 'Order Import'

2. Configure column names in Settings->Sales-> Import Order Excel Settings. Products are being searched by the barcode. You are able to set alternative names for each column using comma, for example:
Barcode column name: Barcode, Internal reference, Reference, Product Code

3. You can check history of the previous imports by going Sales->Sales Import->Order Imports. Review created orders in Sales->Orders

General requirements

1. Email of the sender must match a contact in Odoo (by email address)

2. Attachment must be Excel (.xlsx, .xls) or CSV (.csv) file

3. File must contain columns matching configured names

4. Products must exist in Odoo with matching barcodes

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