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Import Sale Order from CSV/Excel file

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This module useful to import sale order from CSV/Excel file.

Hot Features

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Import Sale Orders
Import From CSV File
Import From XLS/Excel File
Auto Confirm Quotation
Create Auto Customer
Download Sample Sheet

Features

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  • 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.
  • This module saves your important time.
  • It reduces human efforts.
  • Import customer by Name, Reference, Id. New

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.



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.
Watch Video


CSV/XLS file format must match like below.

Version 17.0.1 | Released on : 11th December 2023

Initial Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
  • Yes, we provide free support for 100 days.
  • Yes, you will get free update for lifetime.
  • Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
  • No, this application is not compatible with odoo.com(odoo saas).
Import Sales Pricelist v17

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