Import Invoice from Excel or CSV File in odooby BrowseInfo
Import Invoice From Excel or CSV File
Do you want to import bulk invoices together ? Which has multiple product lines ?
Using this plugin you can easily do that with single click. Excel file from your supplier no need to enter them manually on odoo, you can easily import them on Odoo.
Our plugin helps you to import customer and supplier(vendor bills) invoices both with very easy excel/csv format . Additionally we provide option to choose existing odoo invoice number or import invoice number from excel file which you can select.
Easy to importEasily import multiple customer and supplier invoice(vendor bills).
Import Multiple Invoice LinesAdd multiple invoice lines as row on data file.
Add Different DataAdd Customer/Supplier,Currency, Date, Product, Quantity, Price, Description and Salesperson.
Import Different CurrencyAdd different currency of invoices in single import.
Sequence OptionImport invoices number using with XLS/CSV or with default sequence.
Different WarningEasy Warning when import fail due to wrong data.
Import Bulk InvoicesQuickly import bulk invoices in one go using Excel or CSV File.
Add Bulk AccountAdd bulk account in one go using Excel or CSV file.
Import Order with DateImport Date which you have in your Database instead of default that Odoo provides.
Invoice Stage OptionsImport invoices as a "Draft" or "Validate".
Import Product OptionImport products by it's Name/ Barcode or Code(Internal Reference).
CSV/XLS file SupportedYou can import CSV or XLS file both as per as your convinience.
Import Customer/Supplier Invoice
Data File Sample.
You have 3 different options to import invoice order.
Import with Code.
Import with Barcode.
Import with Name.
- INVOICE ID
- - Invoice number for the invoice.
- - Vendor/Customer name for the invoice order.
- - Currency for the invoice.
- - Product name for the invoice order.
- - Quantity for the above product.
- - UOM for the above product.
- - Description for the product
- - Price for the above product.
- -Name of salesperson
- -Tax for the product
- -Date of invoice
- -Name of Chart Of Account
The "INVOICE ID" should be same, as you can see in the image,"INVOICE ID" is same for different product list.This defines single invoice with different product lines.
Tax column is important you have to add "Tax column" though there is no need of adding tax.
1. When code is selected in Import option, please select file that contains code of products.
2. When barcode is selected in Import option, please select file that contains barcode of products.
3. When Name is selected in Import option, please select file that contains name of products.
Import Invoice Menu.
Menu for importing data of invoice orders.
Import Invoice Wizard.
1. Sequence Option :
If you want to import details of invoice number from CSV/XLS you can also have option regarding this in import invoice wizard.
If you select "Use Excel/CSV Sequence Number" option then name field will came from CSV/XLS file.
2. Invoice Stage Option :
If you select "Import Draft Invoice" option then invoice will be import in draft stage.
If you select "Validate Invoice Automatically With Import" option then invoice will be import in validate/Open stage.
3. Account Option :
If you want to import Account from XLS/CSV so you have option for "Account Option" regarding this in import invoice wizard.
4. Type :
You have also option for import invoice for Customer, Vendors, Customer Refund(Customers Credit Note) or Vendors Refund(Supplier Credit Note).
5. Import Product By :
You have also option to import products by it's Name/ Barcode or Code(Internal Reference).
If you want to create product while importing invoice order then you have to select import with "Name".
After importing CSV/XLS with "Import Draft Invoice" option then you can see the invoice is in draft stage and invoice number is same as we given in CSV/XLS file.
Import Invoice Tree View.
This is the tree view of invoice created from given data file.
If you select "Validate Invoice Automatically With Import" option then you can see the invoice is in Open stage.
If you select "Use System Default Sequence Number" option then name field will follow the system sequence.
If all taxes are found in system then invoice will be generated.
If you select "Customer Credit Note" option then you can see the invoices created as a Customer Credit Note (Customer Refund).
It will generate error if you import wrong partner.
It will also generates errors when you import wrong value of Currency,Pricelist,UOM,Salesperson and Tax.
Before installing this module you have to install following packages in your system.
1.sudo pip install xlrd
2.sudo pip install xlwt
1.sudo apt-get install python-xlrd
2.sudo apt-get install python-xlwt
You will get 90 Days free support incase any bugs or issue (Except data recovery).
At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on firstname.lastname@example.org or raise a ticket on support.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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The expected objective was achieved.
At first we had problems with the code and lack of us to know this application. They gave us remote support, they made the correction and they clarified us the use of the application. When you are going to import invoices using the product configurations, you must remove the Account column, since it will give you extra columns error. We execute the process and everything is fine. The application that you download when you buy is not the updated one, you must download it again or update it after having installed it. The subject of the language and the schedule, is not limiting, in my case I am in Chile, but it affects the answers. however they were very diligent with my case and we managed to solve .. good work.