Import Sale Order from Excel or CSV File

by
Odoo          
v 9.0 Third Party 39

19.00 €

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Technical name import_sale_order
Read description for v 12.0 v 11.0 v 10.0 v 8.0
Required Apps Sales Management (sale)
Invoicing (account)

Import Bulk Sales Order Using Excel or CSV File.

Do you have large numbers of orders managed on excel when you sales goods too your customer or you exported them from other system and want to import it on Odoo? and it will takes lots of time to manually add them ? Don't worry we will help you to import them easily with one click.

Think that if you have more then 2000 products lines of products in Sales Order, It will take more then 1 hour to add all of those lines.Don't get frustrated by that.

Installed this apps and you will get import sales order option which will help you to import bulk lines in single click.

It also help you to import with taxes details and once lines imported, everything will be calculated(Tax Amount, Total Amount etc) automatically same as standard Odoo.

key features:

  • Import bulk sales order in onetime
  • Import bulk sales order line in onetime
  • Perfect linked sales order and order line as per data file.
  • Option to have salesperson to add with sales order.
  • Import sales order with different currency based on pricelist.
  • If there is need of adding tax you can add multiple tax separate with semicolon but if there is no need of adding tax you have to leave it blank.
  • You can Import Sale number which is available in your Database instead of default that Odoo provides.
  • You can Import Date which you have in your Database instead of default that Odoo provides
  • Easy Warning when import fail due to wrong data (i.e Customer Different on same sales order, Pricelist different on same sales order, Selected UOM has different uom categoy on product's default UOM)

How to Import Data of Sales Order.


Data File Sample.

Given below is the sample of import file.

You have 3 different options to import sale order.

Import with Code.

Import with Barcode.

Import with Name.

ORDER
- Sale order number
CUSTOMER
- Customer name for the sale order.
PRICELIST
- Pricelist is used for identify Currency for the sale order.
PRODUCT
- product name for the sale order line.
QUANTITY
- Quantity for the above product.
UOM
- UOM for the above product.
DESCRIPTION
- Description for the product
PRICE
- Price for the above product.
SALESPERSON
- Name of salesperson.
TAX
-Tax for the product
DATE
- Date of sale order.

Given below is the sample of import file.

The "ORDER" should be same, as you can see in the image,"ORDER" is same for different product list.This defines single order 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.

Figure shows the menu for importing data of Sales Orders.


Import Sales Wizard

1. Sequence Option :

If you want to import details of sales number from CSV/XLS you can also have option regarding this in import sales wizard.

If you select "Use Excel/CSV Sequence Number" option then name field will came from CSV/XLS file.

2. Quotation Stage Option :

If you select "Import Draft Quotation" option then sale order will be import in draft stage.

If you select "Confirm Quotation Automatically With Import" option then sale order will be import in Sale Order stage.

3. 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 sale order then you have must select import with "Name".


After importing CSV/XLS with "Import Draft Quotation" option then you can see the sale order is in draft stage and Sequance(Sale Order number) is same as we given in CSV/XLS file.

Views

This is the tree of sales order created from given data file.


If you select "Confirm Quotation Automatically With Import" option then you can see the sale order is in sales order 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 sale order will be generated.


It will generate error if you import wrong pricelist,which is shown in Figure.

It will also generates errors when you import wrong value of Currency,Customer,UOM,Salesperson and Tax.


Installation Guide

Before installing this module you have to install following packages in your system.

  • sudo pip install xlrd
  • sudo pip install xlwt
  • OR
  • sudo apt-get install python-xlrd
  • sudo apt-get install python-xlwt

Free Support

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 sales@browseinfo.in or raise a ticket on support.

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