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.
Features
- 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.
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.
Log in as a portal user.
Click on all products.
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.
In the vendor statement tab, you can filter vendor statements based on their configuration, such as Not Paid, In Payment, Paid, ETC...
Version 17.0.1 | Released on : 13th August 2024
- 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).
- Please Contact Us at [email protected]to request customization.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- Yes, you need to install xlrd library.
- For version 12 or upper, you will need to purchase the module for each version that you want to use.
- No, We do not provide any kind of exchange.