About Module
This module is useful to import sale orders from CSV/Excel files.
Videos
Versions
- v12.0
- v11.0
- v10.0
- v9.0
- v8.0
Features
- 1) Easy to import.
- 2) import CSV or excel.
- 3) Add a product by Name, Barcode, Internal Reference.
- 4) Auto-Confirm Sale option.
- 5) Create customer if never exist option.
- 6) Quotation/Order Number auto/as per sheet option.
Installations
1) You will receive the link to download the zip file of the module please download it.
2) Extract the zip file, you will see a folder named ‘sh_import_so’.
3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.
4) Now, open the odoo as Developer Mode.
5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button.
6) In the search bar, search ‘sh_import_so’.
7) Click on ‘Install’ to install it.
Workflow
First, you need to tick the "Import Sale Order" group in order to import sale order.
"Import Sale Order" menu in orders.
When you click "Import Sale Order" menu, the wizard will open that looks like below.
Success message looks like below it shows successfully imported records and also provides a list of unimported records with row number in sheet and relative details of data invalidation.
following fields are imported.
Your CSV file format must match like below.
Your Excel file format must match like below.
