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Importing confirmed sales orders?

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salessales_order
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Staci Stokes

In Odoo Enterprise 16, I'm importing orders in the Sales Order app, but they're all coming in with the status "Quotation." How can I import with the status "Sales Order"? The status field appears protected and can't be imported. 

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Thuy Ngoc
Best Answer

Hi  Staci,

If you want to import orders in status "Sales Order" with automatic generation of other documents such as stock picking, you will have to customize the code. Otherwise if you just want to import orders with that status just for the purpose of distinguishing the status, I think this video can help you: https://www.youtube.com/watch?v=etMYrOJyaiU&list=PLSKcWRTtEl5qzvRaI-VTGavfReiHS_EEb&index=2

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Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,

In the odoo default feature, there is no option to import a Confirmed sale order. because the concepts are added based on a prechecking methodology of all documents and related things. So when we import the order it comes to the draft state and we can check the overall things and after we can set it to confirmed.

If you require the sale order to be confirmed state we need to customize the process and we can apply mass sale order state changes. also, there is another possibility to update the state as we can Check the documents related to the order, and after we can update the state to be done.


Hope it helps

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Creyox Technologies
Best Answer

Hello,

You can't update the status field via importing.

If you are importing the done orders and you directly want to assign the state as sale order then you have to use the server action, once records are imported successfully then update the state to sale order with the help of server action.

Thanks,
info@creyox.com

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