Import Sale Orders At Portal Odoo

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Import Sale Orders At Portal v15

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Import Sale Orders At Portal

This module helps to import multiple sale orders at the portal from the CSV/XLS file. You can import unit prices from the sheet or the price lists and import products by name, barcode, or internal reference. You can choose to import automatically confirm sales and set quotation/order numbers either automatically or according to the sheet.

Related Modules

All In One Import

Advance

All In One Basic Import

Advance

Import Sale Order

Import Sale Order Lines

Easy to import sale orders at the portal from CSV/Excel files.
You can import unit prices based on the sheet or based on the pricelist.
You can import products by their name, barcode or Internal Reference.
You can select auto auto-confirm sale option for imported records.
You can import quotation/order numbers by auto or as per sheet option.

Setup
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FAQs
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Go to user setting ==> select portal user ==> click on the access rights portal user tab.
Tick enable to import order? & confirm sale order by portal user? & select sales team.

Here, You can see the list of the products.

To import a sale order, click on the 'Import Sale Order' button from the portal.

Select the details to import sale orders from the import sale order wizard.
Download sample files to see the format of the file.

Sample of CSV format file.

When all records are imported it will show a success message.

In the list view of the sale order, You can see the imported sale order at the portal.

You can see the imported sale order form view at the portal.

Go to invoice setting >> Enable the “Account Statement Auto Send Configuration” according to your preferences.
Select the "File Only Unpaid, Send notifications if all bills are paid."

Here, you can see the vendor form view.
In the vendor statement tab, you have the option to filter vendor statements based on specific time periods, such as monthly, quarterly, yearly, or custom.