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mustafa

I have existing PoS that has been used for a while in a few restaurants. Now I would like to import the sales into Odoo 10.


My expected results are below:

1. Customer payment amount and method (cash, bank)  are imported

2. Based on each order line, the bill of materials are deducted (I am aware I have to setup the BoM for each product)


My initial plan was to perform import on point of sale module, however point of sale module does not allow import. Thus I have to import through sale order module.


My current steps

1. Import sales csv from the PoS as sales order

2. I check all sales order and perform multiple confirm sale orders (theres free addon for confirm multiple sale order that I am using)

3. Check all sales order and perform create invoice orders

4. Check all invoices and perform confirm draft invoices

5. Check all open invoices and register payment

6. Perform manual delivery order for each sale order

Problems:

1. I need to perform delivery orders manually for each sale order. How I perform bulk delivery order ?

2. The process seems to be lengthy.


Is there better way ?



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Patrick Lukusa (klp)
Best Answer

Instead of performing bulk deliveries. You can simply do an inventory adjusment in old system and import it in Odoo 10.

However I see some issues with the entire process: lengthy, wrong invoice dates upon validation, a lot of dummy stock moves in inventory, etc.


Assuming you are running an earlier version of Odoo I recommend the following instead:

  1. Export your products and BOMs to Odoo 10

  2. Export your journal POS entries to date and import them in Odoo 10. If full accounting is needed you might want to do a correct accounts opening by transferring the balances of your entire trial balance from old system to Odoo 10.

  3. From old system, generate an inventory adjustment document showing the available stock to date (assuming current system is up to date), export it and import in Odoo 10

With the above, your POS transactions (sales as well as payments) are okay, and your inventory levels are up to date.

Hope this helps.

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mustafa
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I am aware of the point 1 and 2. Point 3 requires me to have available stock in the old system which I don't have. However you mentioned "earlier version of Odoo" thats really helpful. I just checked in Odoo 7 Point of Sale module, there's option to import "Orders". I am going to try this out now, if this work this would greatly simplify my process. Thanks !