Import Sale Order Lines from Excel or CSV File

by
Odoo

16.19

v 8.0 v 9.0 v 10.0 v 11.0 v 12.0 Third Party 33
Required Apps Sales Management (sale)
Online Billing (account_voucher)
Technical Name import_order_lines
LicenseSee License tab
Websitehttp://www.browseinfo.in
Also available in version v 13.0 v 12.0 v 11.0 v 10.0 v 9.0
You bought this module and need support? Click here!
Required Apps Sales Management (sale)
Online Billing (account_voucher)
Technical Name import_order_lines
LicenseSee License tab
Websitehttp://www.browseinfo.in
Also available in version v 13.0 v 12.0 v 11.0 v 10.0 v 9.0

Import Bulk Sale Order Lines Using from Excel or CSV File

Do you have large numbers of lines of product when you Sales Order? and it will takes lots of time to manually add them on Sales Order one by one? Don't worry we will help you to import them easily with one click. Think that if you have more then 2000 products lines of products in sales order, It will take more then 1 hour to add all of those lines. Don't get frustrated by that. Installed this apps and you will import sales order line option which will help you to import bulk order lines in single click. It also help you to import with taxes details and once lines imported, everything will be calculated(Tax Amount, Total Amount etc) automatically same as standard Odoo.


Import Sale Order Lines


Import Sale Order Lines.

It allows to import Sale Order Lines in CSV formated file.

Support For 90 Days

As this module is the very useful for all type of Industries. You can contact us for any Query regarding this Module.

Created Sale Order Line.

This is the view of Sale order lines created from given data file.

How to use

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.


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.


Import with Code.

Import with Barcode.

Import with Name.

If you want to import product with "Take Details With Adapted Pricelist" option then follow given XLS format.


Import with Code.

Import with Barcode.

Import with Name.

Given is the sample of import file,It is mandatory to use given XLS format to import order lines.

You need to maintain the column order.

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.


PRODUCT
-Product name for sale 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

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 Sales Order Lines Menu.

Figure shows button for importing data of Sales Order Lines.


Import Sales Order Lines Wizard.

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

1. Product Details Option :

While importing sale order line, 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.

If you select "Take Details With Adapted Pricelist" option then imported product details will be fetch based on applied customer pricelist and also apply discount.

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 must select import with "Name".


Views

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.


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




If you select "Take Details With Adapted Pricelist" option then imported product details will be fetch based on applied customer pricelist and also apply discount.




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


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


Installation Guide

Before installing this module you have to install following packages in your system.

  • sudo pip install xlrd
  • sudo pip install xlwt
  • OR
  • sudo apt-get install python-xlrd
  • sudo apt-get install python-xlwt

Free Support

You will get 30 Days free support incase any bugs or issue.

At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on sales@browseinfo.in or raise a ticket on support

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