Import Sale Order from CSV/Excel file
This module useful to import sale order from CSV/Excel file.
Related Modules
Hot Features
Features
- You can import unit price based on sheet.
- You can import unit price based on pricelist.
- Easy to import sale orders.
- Import from csv or excel.
- Add product by Name, Barcode, Internal Reference.
- Auto Confirm Sale option.
- Create customer if never exist option.
- Quotation/Order Number auto/as per sheet option.
- This module saves your important time.
- It reduces human efforts.
- Import customer by Name, Reference, Id. New
First you need to tick "Import Sale Order" group in order to import sale order
"Import Sale Order" menu in orders
When you click "Import Sale Order" menu, wizard will open that looks like below
Success message looks like below it's shows successfully imported records and also provides list of unimported records with row number in sheet and relative details of data invalidation.
following fields are imported.
About Fields
| Column | Sale Model | Field Name | Description | Required |
|---|---|---|---|---|
| A | Sale (sale.order) | Name | You have to write a name here. | Yes |
| B | Sale (sale.order) | Customer | Define the Customer. | Yes |
| C | Sale (sale.order) | Order Date | Define the Order Date. | Yes |
| D | Sale (sale.order) | SalesPerson | Define the SalesPerson. | No |
| E | Sale (sale.order.line) | Product | Define the Product. | Yes |
| F | Sale (sale.order.line) | Description | You have to write a Description here. | Yes |
| G | Sale (sale.order.line) | Quantity | You have to write a Quantity here. | No |
| H | Sale (sale.order.line) | Unit of Measure | Take the same name as ERP in the "UOM". | Yes |
| I | Sale (sale.order.line) | Unit Price | You have to write a Unit Price here. | Yes |
| J | Sale (sale.order.line) | Taxes | Taxes are separated by comma(,). You have to provide tax here. | No |
| K | Sale (sale.order.line) | Discount | You have to write a Discount here. | No |
General Notes:
1)
Don't
remove
the
column
from
the
sample
sheet
given,
you
can
leave
an
empty
column
if
the
column
is
not
the
required
type.
You
can
see
the
table
above
for
that.
2)
Don't
change
the
sample
sheet
column
sequence.
3)
Please
don't
use
excel
if
you
don't
know
the
very
well
sheet
formatting
which
is
given
in
the
sample
sheet.
Use
CSV
for
hassle-free
import
without
format
issue.
If
you
want
to
use
excel
and
want
to
clear
the
format
then
please
check
this
video.
CSV/XLS file format must match like below.
Version 16.0.2 | Released on : 7th August 2023
Version 16.0.1 | Released on : 28th October 2022
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- Please Contact Us at sales@softhealer.comto request customization.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
- No, We do not provide any kind of exchange.
- No, this application is not compatible with odoo.com(odoo saas).