Odoo is the world's easiest all-in-one management software. It includes hundreds of business apps:
CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
We have about 1000 customers in Odoo 8, but they do not have a Payment Term assigned. We created these terms, and now we want to assign them to our customer. Is there a way to bulk update them instead of updating one by one?
Can this be done via the web interface or can we do this in the database?
Use the export/import functionality from Odoo itself for this. In the GUI, select all the customers and click "More --> Export". How this is done can be found on this forum (what options need to be ticked etc.). Make sure that at least 1 partner has already got the right ID for the payment term selected. In that way you can easily see which ID needs to be used for all the other records.
Then open your file in Excel or something similair. Assign the right ID to all the records for the partner.
Once that is done, import the updated list in Odoo by clicking the "import" link/button on the list view of the partners. All the records that already exist will not be newly created, but changes will be overriden. Very handy in case you only need to change 1 or 2 fields, like in your example.
Hope this helps.
Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!
About This Community
This platform is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.Register
Odoo Training Center
Access to our E-learning platform and experience all Odoo Apps through learning videos, exercises and Quizz.Test it now
|Asked: 12/24/14, 9:00 AM|
|Seen: 1554 times|
|Last updated: 12/22/15, 12:58 PM|