Import Sale Order from CSV/Excel file
This module useful to import sale 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 sale orders.
- Import from csv or excel.
- Add product by Name, Barcode, Internal Reference.
- Auto Confirm Sale option.
- Create customer if never exist option.
- Quotation/Order Number auto/as per sheet option.
- Import customer by Name, Reference, Id.
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.
CSV/XLS file format must match like below.
About Fields
| 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 |
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.
Version 17.0.1 | Released on : 11th December 2023
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & On-Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas/Odoo Online).
- Please Contact Us at [email protected] to request customization.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- For version 12 or upper, you will need to purchase the module for each version that you want to use.
- Yes, we provide free support for 100 days.
- No, We do not provide any kind of exchange.