| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 1227 |
| Technical Name |
sale_import_wizard |
| License | AGPL-3 |
| Website | https://github.com/avanzosc/sale-addons |
| Versions | 14.0 16.0 18.0 |
Sale Import Wizard
Module to import Sale Orders from Excel files, improving usability and automation in sales operations.
- Allows importing sale orders and order lines from structured Excel files.
- Automatically validates customers, products, invoice addresses, and delivery addresses.
- Creates sale orders and order lines from imported data.
- Provides a log of errors and highlights issues in import lines.
- Quick access to imported lines and created sale orders.
Key Features
- Wizard to upload Excel files and import sale orders.
- Validation of imported lines, with error reporting in Log Info.
- Automatic creation of Sale Orders and Order Lines from import lines.
- Search, filter, and group by Product, Customer, Invoice Address, Delivery Address, and State.
- Statusbar and state management for import workflow (draft, 2validate, pass, error, done).
- Tree, form, and search views for Sale Order Import Lines with decorations to highlight errors and processed lines.
Configuration
- Go to Sales → Configuration → Import Sale Orders.
- Upload an Excel file using the column names in the Help tab.
- Click Validate to check imported lines.
- Click Process to create sale orders from valid lines.
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us improve it by providing detailed feedback.
Credits
Authors
- AvanzOSC
Contributors
- Ana Juaristi <anajuaristi@avanzosc.es>
- Alfredo de la Fuente <alfredodelafuente@avanzosc.es>
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