Import Sale Order Lines from CSV/Excel file
This module is useful to import Sale Order Lines from CSV/Excel. You can import custom fields from CSV or Excel.
Related Module
All In One Import - Partner, Product, Sales, Purchase, Accounts, Inventory, BOM, CRM, Project (Advance Module)
All In One Basic Import - Partner, Product, Sales, Purchase, Accounts, Inventory (Related Module)
Features
- Easy to import.
- Import CSV or Excel.
- Easy to import product by Name, Barcode, Internal Reference.
- Easy to import custom fields.
- Easy to import custom fields from CSV or Excel.
- Easy to import Text, Integer, Float, Character, Boolean, Selection, Many2one, Many2many custom fields.
- No special configuration required, install it, use it.
- This module saves your important time.
- It reduces human efforts.
First, you need to tick the "Import Sale Order Lines" group to import the sale order lines.
"Import Sale Order Lines" button in the sale order form view.
When you click the "Import Sale Order Lines" menu, the wizard will open and it looks like below.
Success message looks like below it shows successfully imported records and also provides a list of unimported records with row number in sheet and relative details of data invalidation.
The following sale order lines are imported.
About Fields
| Column | Sale Order Line Model | Field Name | Description | Required |
|---|---|---|---|---|
| A | Sale (sale.order.line) | Product | Define the Product. | Yes |
| B | Sale (sale.order.line) | Description | Define the Description. | Yes |
| C | Sale (sale.order.line) | Quantity | You have to write a Quantity here. | No |
| D | Sale (sale.order.line) | Unit of Measure | Take the same name as ERP in the "UOM". | Yes |
| E | Sale (sale.order.line) | Unit Price | You have to write a Unit Price here. | Yes |
| F | Sale (sale.order.line) | Taxes | Taxes are separated by comma(,). You have to provide tax here. | No |
| G | Sale (sale.order.line) | Custom Fields | You can import custom fields from here. Please go to the "Custom Fields" tab for more details. | 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.
4)Add
Custom
Fields
or
Non-Exist
Standard
odoo
fields
at
the
end,
For
adding
those
fields
pls
check
the
custom
fields
section.
Your CSV file format must match like below.
Your Excel file format must match like below.
Sale order line import from CSV sheets with many2many fields.
Your CSV file must match like below and add custom fields after the last column.
Your Excel file must match like below and add custom fields after the last column.
Custom Fields / Non Existing Standard Fields
Do you want to import fields which is created by any custom modules, odoo studio, or standard odoo fields which are not present inside the sample sheet provided in the module? You can add all those kinds of fields in the sheet at the end after the sample sheet fields it means from column "G".
Videos
Version 12.0.3 | Released on : 2nd December 2021
- Fixed Minor Bug Fixed.
Version 12.0.2 | Released on : 31st March 2020
- Easy to import custom fields from CSV or Excel.
Version 12.0.1 | Released on : 26th December 2019
- Initial Release.
- Please Contact Us at sales@softhealer.com to request customization.
- Yes, we provide free support for 90 days.