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How to import a section or a note in a quotation/sale order?

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Valentin Gailly (vag)

In case you work with another system or huge quotation that you would like to import, you sometimes need to add sections and/or note on the quotation/sale order lines. 
See below how you can add section/note via import. 

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Valentin Gailly (vag)
Author Best Answer

In order to import a quotation with a note / section on the line, you need to use two different fields : 

1/ Field "Description" to indicate the title of the section or the note you would like to put

2/ Field "display/type" to indicate that the line you are importing is a section/note. 
            a. If it is a section, please enter "Section" in your import file (See number "1" from screenshot)

            b. If it is a note, please enter "Note"  in your import file (See number "2" from screenshot)


See below a screenshot of the Quotation in the front-end odoo : 



And for the import, it will be these fields (indicated in yellow) 


Warning : we here put ("order_line") as a prefix for the fields as we are on the sale order line. 
Also, in order to import SO+SO lines, you don't need to put each time the info linked to the SO. (e.g. we don't put 5 times S00080)



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Thuy Ngoc
Best Answer

Hi  Valentin,

I think this video can help you:

https://www.youtube.com/watch?v=etMYrOJyaiU&list=PLSKcWRTtEl5qzvRaI-VTGavfReiHS_EEb&index=2 (starting at minute 55 in this video)

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Christian E. Fernández
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orden_line = models.execute_kw(db, uid, password,'sale.order.line', 'create',
[{'display_type': 'line_note',  (Note ->line_note, Section ->line_section) 
'name': 'XXXXX',
'order_id': order }])

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