| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 146 |
| Technical Name |
sim_so_from_file |
| License | AGPL-3 |
| Website | https://simbeez.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 146 |
| Technical Name |
sim_so_from_file |
| License | AGPL-3 |
| Website | https://simbeez.com/ |
Sales Order From File
The Sales Order From File module simplifies sales order creation by allowing users to generate sales orders directly from uploaded files, eliminating repetitive manual data entry. By importing structured sales data from supported file formats, this app automatically maps customer details, product information, quantities, and pricing into a draft sales order within the system. It significantly reduces human errors, saves processing time, and improves operational efficiency, making it especially useful for businesses that frequently receive bulk orders through spreadsheets or external systems and want a faster, more reliable sales order creation workflow.
Key Features
Sales Order Creation from File
Create sales orders instantly by uploading files containing order data, eliminating the need for manual entry and speeding up the order processing cycle.
Automatic Data Mapping & Validation
Automatically maps customer, product, quantity, and pricing details from the file to the correct sales order fields, reducing errors and ensuring data accuracy.
Efficient Bulk Order Handling
Ideal for managing large or recurring orders, enabling businesses to process multiple order lines in a single upload with consistent and reliable results.
Set Up & Configuration
Download & Install: Install the Sales Order From File from the Odoo App Store.
Work Flow
Create an excel file as shown above with correct product barcodes. Make sure that the File which you
want to import for Sales Order contains barcodes in the format Alphabet/Number.
You can add same barcodes multiple times. You do not need to worry about total quantities, as this app
will generate the total for same barcodes automatically.
Create Excel File >> Enter Barcodes
You might wonder how could a Sales order be created from an excel file. But, we have made it
possible!
Now, open Sales App, under Order you would find Sales Order From File in the drop-down menu. Click on
that.
Apps >> Sales >> Order >> Sales Order From File
Well, if you are stuck, here is a small guide on filling the form.
For the customer field, select a customer for whom you want to create the sales order and then you just
need to upload the excel file with the list of barcodes. Do not forget to click on Create Order button
at the end.
Once, you click on Create Order button, a new sales order is generated. In that new sales order, you see
only those products whose barcodes matched with that of the excel file.
New Sales Order >> Product lines
It's not over yet! There is one more thing you might want to know.
Well, there can also be a case where in few barcodes of the excel file wouldn't find a match. You can
inspect the list of those barcodes in the Import Logs page of the sales order.
Sales order >> Import Logs
Frequently Asked Questions (FAQs)
The module supports commonly used structured file formats for importing sales order data, allowing easy upload and processing of order details.
Yes, all imported sales orders are created in a draft state, giving you full control to review and modify details before confirmation.
Absolutely. By automatically mapping data from the uploaded file to sales order fields, the app minimizes manual input and significantly reduces the risk of errors.
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