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Sales upload Template required

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This question has been flagged
salesinvoice
2 Odgovori
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Suchir Mehta

I wanted to upload sales invoice in bulk for which the template is not available in ODOO software.

I have appx 1500 sales invoices to be modified as there was an error occurred at the time of migration performed by Odoo team in discount GL. Due to which the P&L is reflecting incorrect.

Please help me out to create the automization to save the manual intervention of the team.

Your soonest reply will be highly appreciated.

Thanks,

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Suchir Mehta
Avtor Best Answer

Thanks for the quick reply. However, I am able to get till the upload page but couldn't code the correct coding for the required headings as it has appx. 150+ items to code to the required field. So please send the sales invoice upload template where I can only punch the required data & import is done.

Thanks,

Suchir Mehta

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Nomadoo
Best Answer

Using Odoo's Built-in Import Feature:

  1. Prepare Data in CSV Format:
    • Export the sales invoice data that needs modification into a CSV file.
    • Ensure that the CSV file contains all necessary fields, including the ones you need to update.
  2. Use the Import Wizard:
    • In Odoo, navigate to the model corresponding to sales invoices (e.g., account.move for invoices).
    • Go to the list view and click on the "Import" button.
    • Follow the steps in the import wizard to map the fields in your CSV file to the corresponding fields in Odoo.
  3. Verify and Confirm:
    • Carefully review the mapped fields and data in the preview screen.
    • If everything looks correct, proceed to import the data.


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