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 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.
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