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Importing Suppliers_where to store bank details V7

By
Elisabetta Ierardi
on 3/9/13, 7:06 PM 1,019 views

Hi, when creating or importing a new supplier, where the bank details for invoice payment should be inserted?

Sorry I am totally new to the system, started using V7 and learning basics. Thank you Elisabetta

0

Mustufa Rangwala (mra)

--Mustufa Rangwala (mra)--
Tiny ERP Pvt Ltd
http://www.odoo.com
853
| 2 1 4
Ahmedabad, India
--Mustufa Rangwala (mra)--

- Around 7+ years of strong experience in Odoo (Formerly OpenERP) which is world's largest Open Source Business Applications driven by CEO Fabien Pinckaers. - Played key role in developing and maintaining various Odoo Product modules and integrating them on Open Source ERP Environment. - Experience on Scrum methodology for project management - Experience in Team Building - Quick Start Implementations. - Worked on almost all versions (4.0, 5.0, 6.0, 6.1, 7.0, SAAS, Trunk(8.0)...) of Odoo (Formerly OpenERP) . Specialities: Odoo Business Process And OpenERP Implementation. Odoo Application Support and Maintenance. Odoo Technical & Functional Training. Business Process Mapping & Gap Analysis (Functional and Technical Analysis)

Mustufa Rangwala (mra)
On 3/26/13, 6:55 AM

Sales/Configuration/Address Book/Bank Accounts

Please refer above link.

Regards,

0

patrick

--patrick--
1958
| 5 4 7
Baarn, Netherlands
--patrick--
patrick
On 3/26/13, 7:16 AM

How do you import the supplier? If you use a CSV-file, you should have the correct columns in the file (and with the correct headings, it would automatically recognize the correct columns).

In my case, I use the following headers:

  • bank_ids/state (should be bank or IBAN)
  • bank_ids/acc_number (account number)
  • bank_ids/bank_bic (bank identifying code, needed for IBAN and also to automatically withdraw money from other peoples account, if they have granted you that access)
  • bank_ids/owner_name (name of the owner of the account. Sometimes the company is called X, but the account is on name of Y).

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Asked: 3/9/13, 7:06 PM
Seen: 1019 times
Last updated: 3/16/15, 8:10 AM