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CSV Import Template

templates importing

1 Beantwoorden

4142 Weergaven

Morticia Morris

Desperate for assistance, can't even seem to buy it. We're using Enterprise Cloud V16.

Mainly using for manufacturing and inventory which is great but need to capture sales to decrement inventory. Can't use an app as we are cloud based. Tried to find someone to create csv template for best case delivery order, worse case sales order. We have tried many times and failed. Would be great if Odoo had basic template for imports available. Anyone know of anyone, hints, tips tricks. etc. This is the only thing causing us issues.

Thanks in advance.

TTN SOLUTION

I don't understand why importing sales orders is causing you so much difficulty, especially when odoo supports excellent Excel file importing. Furthermore, modifying an import template is not too difficult, and you can also create orders from any platform through the API.

Yaroslav Lyusikov

Beste antwoord

Hi Morticia.
Find template for stock picking import below:

Operation Type/Database ID	Contact/Database ID	Source Location/Database ID	Destination Location/Database ID	Stock Moves/Description	Stock Moves/Demand	Stock Moves/Product	Stock Moves/Unit Price	Stock Moves/Source Location/Database ID	Stock Moves/Destination Location/Database ID	Stock Moves/UoM
1.00	7.00	4.00	8.00	placeholder	11.00	2.00	10.00	4.00	8.00	Units
				placeholder	22.00	3.00	15.00	4.00	8.00	Units
				placeholder	33.00	4.00	20.00	4.00	8.00	Units
2.00	7.00	8.00	5.00	placeholder	2.00	2.00	10.00	8.00	5.00	Units
				placeholder	2.00	3.00	15.00	8.00	5.00	Units
				placeholder	2.00	4.00	20.00	8.00	5.00	Units
				placeholder	2.00	3.00	20	8.00	5.00	Units
				placeholder	2.00	4.00	20	8.00	5.00	Units

Pay attention, first 4 columns represent stock.picking and other columns are their stock.moves.

Actually, you can put any identifier instead of Database IDs, this is only my habit.

Pay attention that you must put partner_id (Contact) for outgoing and incoming pickings AND you always must put Stock Moves/Description in stock moves (it's mandatory)

Also pay attention to the Stock Moves/Unit Price field if you maintain automated costing method (FIFO or AVCO)

Replace my ids of the operation types, locations, product variant and contact.
Go to the Inventory - Operations - Transfers, and import your file in this stock.picking model
As a result, you will have the classic transfers in the system

______________________
I hope it is not a big issue for you to match the necessary identifiers; if it is, I suggest creating another issue.

Morticia Morris

Auteur

Thanks really appreciate it!

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