Import Sale Order from CSV/Excel file
This module useful to import sale order from CSV/Excel file.
Your CSV file format must match like below.
Your Excel file format must match like below.
First you need to tick "Import Sale Order" group in order to import sale order
"Import Sale Order" menu in orders
When you click "Import Sale Order" menu, wizard will open that looks like below
Success message looks like below it's shows successfully imported records and also provides list of unimported records with row number in sheet and relative details of data invalidation.
following fields are imported.
|Column||Sale Model||Field Name||Description||Required|
|A||Sale (sale.order)||Name||You have to write a name here.||Yes|
|B||Sale (sale.order)||Customer||Define the Customer.||Yes|
|C||Sale (sale.order)||Order Date||Define the Order Date.||Yes|
|D||Sale (sale.order)||SalesPerson||Define the SalesPerson.||No|
|E||Sale (sale.order.line)||Product||Define the Product.||Yes|
|F||Sale (sale.order.line)||Description||You have to write a Description here.||Yes|
|G||Sale (sale.order.line)||Quantity||You have to write a Quantity here.||No|
|H||Sale (sale.order.line)||Unit of Measure||Take the same name as ERP in the "UOM".||Yes|
|I||Sale (sale.order.line)||Unit Price||You have to write a Unit Price here.||Yes|
|J||Sale (sale.order.line)||Taxes||Taxes are separated by comma(,). You have to provide tax here.||No|
|K||Sale (sale.order.line)||Discount||You have to write a Discount here.||No|
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.
CSV file format must match like below.
Excel file format must match like below.