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Is there a way of importing Sales Orders and/or Purchase Orders directly to Sales Order level or Purchase Oder level?

So far I have only been able to import to Quotation level for Sales, or RFQ level for Purchasing.

I am trying to input historical data to perform analysis against current results.

I am running version 17.0+e

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Autor Mejor respuesta

Thank you very much for your quick and comprehensive response.

I will try the solution.

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Mejor respuesta

Hi,


It seems that the built-in import functionality in Odoo might not support importing directly to the Sales Order or Purchase Order level, as there is no field shown in the import screen to match with the state of the order or purchase record. However, you can achieve your requirement by following the steps below:


1. Create a custom checkbox in the quotation page using Studio.


2. Add a new column in your import file and set the value for this column as True.

3. Using Studio, create an Automation rule with the following condition.


4. Set the action to update the state of the quotation.


5. In the import screen match the newly created column of csv with the newly create field of quotation page. 



Now, import the file. It will create the record as a Sales Order. Do the same for Purchase Orders as well.


Regards.

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