Import Purchase Order from CSV/Excel file
This module useful to import purchase order from CSV/Excel file.
Related Modules
Hot Features
Features
- You can import unit price based on sheet.
- You can import unit price based on pricelist.
- Easy to import
- Import csv or excel
- Import product by Name, Barcode, Internal Reference
- Auto Confirm Order option
- Create vendor if never exist option
- Reference Number auto/as per sheet option
- Easy to import vendor by Name, Reference, Id.
First you need to tick 'Import purchase Order' group in order to import purchase order
'Import Purchase Order' menu in purchase
When you click "Import Purchase Order" menu, wizard will open that looks like below
Following fields are imported.
CSV/XLS file format must match like below.
About Fields
| Column | Purchase Model | Field Name | Description | Required |
|---|---|---|---|---|
| A | Purchase (purchase.order) | Name | You have to write a name here. | Yes |
| B | Purchase (purchase.order) | Vendor | Define the Vendor. | Yes |
| C | Purchase (purchase.order) | Order Deadline | Define the Order Date. | Yes |
| D | Purchase (purchase.order) | Receipt Date | Define the Receipt Date. | No |
| E | Purchase (purchase.order.line) | Product | Define the Product. | Yes |
| F | Purchase (purchase.order.line) | Description | Define the Description. | Yes |
| G | Purchase (purchase.order.line) | Quantity | You have to write a Quantity here. | No |
| H | Purchase (purchase.order.line) | Unit of Measure | Take the same name as ERP in the "UOM". | Yes |
| I | Purchase (purchase.order.line) | Subtotal | You have to write a Subtotal here. | Yes |
| J | Purchase (purchase.order.line) | Taxes | Taxes are separated by comma(,). You have to provide tax here. | No |
| K | Purchase (purchase.order.line) | Delivery Date | Define the Delivery Date. | Yes |
General Notes:
1)
Don't
remove
the
column
from
the
sample
sheet
given,
you
can
leave
an
empty
column
if
the
column
is
not
the
required
type.
You
can
see
the
table
above
for
that.
2)
Don't
change
the
sample
sheet
column
sequence.
3)
Please
don't
use
excel
if
you
don't
know
the
very
well
sheet
formatting
which
is
given
in
the
sample
sheet.
Use
CSV
for
hassle-free
import
without
format
issue.
If
you
want
to
use
excel
and
want
to
clear
the
format
then
please
check
this
video.
Go to the Invoicing ==> Configurations ==> Fiscal Positions
In the tax form view, add Fiscal Position and Replaces
Here we set the Fiscal Position: Domestic under the 'Sales & Purchase' tab.
Here, we have applied a 20% tax to the 'Acoustic Bloc Screens' product.
In the XLS file, we have not set a tax on the 'Acoustic Bloc Screens' product.
Note: If no tax is specified in the XLS file, it will automatically apply the
products default purchase tax.
After that, if the vendor has a Fiscal Position configured with tax mapping rules,
it will replace the original tax based on those rules. For example, if a product has a
default 20%
purchase tax and the vendor is assigned a 'Domestic' Fiscal Position that maps 20% to 15%,
then it will
automatically replace the 20% tax with 15% on the Purchase Order, if no tax was specified in
the XLS file.
Click on the 'Import Purchase Order' from the Orders menu.
Add details and click on the 'Apply' button.
Success message looks like below it shows successfully imported records.
The following records are imported.
Here, you can see that the 'Acoustic Bloc Screens' product tax has been updated to 15% based
on the Fiscal Position.
Version 20.0.1.0.0 | Released on : 15th September 2026
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas/Odoo Online)
- Yes, to test this module, please contact us at sales@softhealer.com.
- Please contact us at sales@softhealer.comto request customization.
- Yes, we provide free support for 365 days from the date of purchase.
- Yes, you will receive lifetime free updates for the version of the module you purchased.
- No, there is no need to install any additional libraries.
- Yes, for version 12 and above, you need to purchase the module separately for each version you intend to use.
- No, exchanges or refunds are not allowed. Please make sure to select the correct version before purchasing.
- You can contact us at support@softhealer.com for language translation support. We use Google Translator tools to provide translations in multiple languages, so the accuracy may vary. We welcome your suggestions to help improve translations.
Discover Our Latest Apps
