Import Invoice Lines From Excel

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Odoo          
v 12.0 Third Party 5

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Technical name import_account_invoice_xls
LicenseOPL-1
Websitehttp://www.emiprotechnologies.com/
Read description for v 11.0 v 10.0 v 9.0 v 8.0

Import Invoice Lines From Excel

OVERVIEW

Easily manage large invoice through Excel/CSV in Odoo by Importing/Mass updating bulk Invoice lines in one time & Export invoice lines to Excel file.

Select option to manage large Invoice lines by Excel under settings

By installing this module, you will find an option "Import Account Invoice line from Excel file?" under Settings >> Configuration >> Invoicing menu. If you select that option and click on "Apply" button in settings, then you will see option "Import/Export Invoice lines" in "More" section at the top bar in Invoice form view.

Sometimes user includes 12 (dozen) Qty by default in their orders to suppliers. In this kind of cases they just need to know the product code from ERP system. With keeping this case in consideration, we made our module so simple specially for users so that if they add only Code in excel file then system will take default Qty automatically from settings. So there is no need to even provide Qty while importing file. In order to set default Qty, user need to go to Settings > Configuration > Purchases menu, find the key "Set Default Quantity" and set the value as per their requirement.

Import/Export Invoice lines from Excel popup

By clicking on "Import/Export Invoice Lines" option, you will see one pop up to Import / Export Excel file. You can import only .xls or .xlsx file. Please make sure that your file's column headers must be Code, Qty, Name, Price, Discount. You will find all the necessary instructions on pop up itself.

Import file with simple Code & Qty

Here there is only Code & Qty specified in Excel file. By importing this file, system will create new Invoice Lines in particular Invoice with tremendous speed. Price, Discount & Product Description will be taken automatically from product screen. You can import Invoice lines only in case of when your Invoice is in "Draft" state.

Imported Lines in Invoice

Listed product in file with code and qty is imported as Invoice lines.

Export the file and do mass update on Invoice Lines

When there is large Invoice with typically 200-300 product lines, it is very hard & time consuming to do modifications in Discount, Unit Price, or Qty in Invoice lines. Specially when you merge more then one invoice for a Customer or Supplier, number of Invoice Lines getting more and more. At that time, it is difficult to do mass update quickly in Invoice lines. With these kind of cases in consideration, through our module, you can export Invoice Lines in excel file, do changes quickly in excel and import that file back to Invoice. Your whole Invoice will be updated in fraction of seconds. If you want to modify the existing lines, then after export existing order you have to keep code of product same and update qty in file and remove other column and then reimport file.

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