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Import excel Internal Transfer

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importing data from excel fileinternal-transfer
3 Risposte
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Deon Bussey

Hi Everyone.

Has anyone been able to succeed in Importing a Excel file for a internal Transfer. I have alot of products that i need to transfer from one warehouse to another. I have  a report in Excel i want to import instead of typing each line into odoo internal trasfer.


For some reason i cannot  get the mapping correct. Below is the info Info i am trying to import and map.

Product Code - Cant this one right

Qty - Cant get this one right

Source location - Got this correct

Destination location - Got this correct.


Please help 


1
Avatar
Abbandona
rachelgomez

Go to the Inventory module and click on the Internal Transfers tab.
Click on the Import button and select the Excel file that you want to import.
In the Import window, map the columns in the Excel file to the corresponding fields in the internal transfer form.

Regards,
Rachel Gomez

Deon Bussey
Autore

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Avatar
Everdeen
Risposta migliore

[Edit 13/03/2023]

I think I find a solution.

1) First, you have to create the Internal Transfer, and let it be "Draft".

2) Once inside, click on the OPERATION button, up-right of the form.
You're now in the model "stock.move" instead of "stock.picking".

3) Create an Excel file (xlsx) for you to import in that model Stock.Move with the fields :

- Product --> Full name of your product ([internal ref] Name).
Example for me : [ZL00.ASS.002] Cable - PCB LED

- Demand --> Quantity you want to move
Example for me : 29,00

- UoM --> Unit of Measure
Example for me : Unit(s)

- Description --> SAME information than "Product" field.

4) To have the right informations, I simply export the fields
PRODUCT  and  QUANTITY ON HAND
from the "product.template" model (Inventory --> Products button --> Products)

5) Be careful that if you want to change the quantity from the field "Demand", you have the line you want to change to get the unique ID of that line, and change the quantity there.
If you don't do that, you will simply add a line with the new quantity.


6) Once you have imported the Excel file, click on the "Mark as to do" button.

7) Click on "Check availability" button, and check that the "reserved" quantity match the "Demand" quantity. 


Hope that it will help.


0
Avatar
Abbandona
Kaung Myat Htut Win

what do you mean about "2) Once inside, click on the OPERATION button, up-right of the form.
You're now in the model "stock.move" instead of "stock.picking"."

You mean the Operation Button in Inventory Module?

Everdeen

Hello, sorry for the time, I havent' received any notification for that.

I assure you, there was the smart button "OPERATION" in the up-right of the page.
Like the one you still have in a Reception. It changed somehow.
You also no longer have "mark as to do" anymore.

When you were on the Internal transfer page, if you looked on the URL, the model is stock.picking, and when you clicked on the "operation" smartbutton, the model in the URL changed to be "stock.move".

Avatar
Ashish Hirpara
Risposta migliore

To import an Excel file for an internal transfer in Odoo, you can follow these steps:

  1. Go to the Inventory module and click on the Internal Transfers tab.

  2. Click on the Import button and select the Excel file that you want to import.

  3. In the Import window, map the columns in the Excel file to the corresponding fields in the internal transfer form. The fields that you need to map are:

  • Product Code: This field should be mapped to the Product Code column in the Excel file.

  • Qty: This field should be mapped to the Quantity column in the Excel file.

  • Source location: This field should be mapped to the Source Location column in the Excel file.

  • Destination location: This field should be mapped to the Destination Location column in the Excel file.

  1. Once you have mapped all the fields, click on the Import button to import the data from the Excel file into the internal transfer form.

If you encounter any errors or issues during the import process, you can check the log messages for more information. You can also try exporting the internal transfer form to an Excel file and using that as a template for your import. This can help you ensure that the data in the Excel file is formatted correctly and matches the required fields in the internal transfer form.

0
Avatar
Abbandona
Avatar
Tony
Risposta migliore

This is what i usually do

1. Create an empty transfer and save as a draft.

2. export that transfer with import-compatible export selected (what you need here is the external id of that record and it is selected by default)

3. Populate a new excel file with these columns

  • id (external id of the record you just exported)
  • move_ids/product_id/id (external id of the product)
  • move_ids/product_uom/id (external id of uom)
  • move_ids/location_dest_id (destination location)
  • move_ids/location_ids (source location)
  • move_ids/product_uom_qty (quantity to be transferred)

4. Import

anything being imported here has to already exist in the database here except for qty. You can get the external ids of the product from product variant page not the template. hope you know vlookup:)

0
Avatar
Abbandona
Everdeen

Hello,
Thank you for you proposition.

I am trying to do the same operation than the poster, but I can't follow your steps.
I have more than 600 products to move from "stock" to "stock", just to apply my new putaway rules (all the new locations are in WH/Stock / XXX. I tested to do a internal transfer with just one product, and it worked, the product goes in the new location).

First, I generated an internal transfer and place two or three lines of products.
Then, I tried to export the internal transfer (with "import-compatible export" activated), but I can't match the names of the columns.

For exemple, I don't find the "move_ids", I juste found "move_ids_without_package", associated with "Stock move without package".
Otherwise it is "move_line.ids" associated with "Operation", or "move_line" associated with "Stock Move".

I then tried to create a new excel form scratch like you said in your step 3, but, again, I can't match the column at the import.
Odoo only recognised the "external ID" field. For the others, "to import, select a field", and none of my choices worked.

Have you another idea ?

Everdeen

I can't modify my answer, but for the precision, I'm on Odoo 15.

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