Import Invoice from Excel or CSV File

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Odoo 8

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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Accounting and Finance (account_accountant)
Inventory Management (stock)
Invoicing (account)
Sales (sale)
Discuss (mail)
Technical Name import_invoice
LicenseSee License tab
Websitehttps://www.browseinfo.com
Versions 9.0 11.0 8.0 10.0 12.0 15.0 16.0 14.0 17.0 13.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Accounting and Finance (account_accountant)
Inventory Management (stock)
Invoicing (account)
Sales (sale)
Discuss (mail)
Technical Name import_invoice
LicenseSee License tab
Websitehttps://www.browseinfo.com
Versions 9.0 11.0 8.0 10.0 12.0 15.0 16.0 14.0 17.0 13.0

Import Invoice From Excel or CSV File Odoo apps

Do you want to import bulk invoices together ? Which has multiple product lines ?

Using this Odoo Apps, you can easily do that with single click. Excel file from your supplier no need to enter them manually on odoo, you can easily import them on Odoo ERP.

Our Odoo apps helps you to import customer and supplier(vendor bills) invoices both with very easy excel/csv format . Additionally we provide option to choose existing odoo invoice number or import invoice number from excel file which you can select.

If you want to import extra fields from default odoo apart from our sample files, we will add those on our import module without any extra cost. You can purchase our module and contact us on sales@browseinfo.in
e.,g If you want to add Analytic accounts and analytic tags details or discount on invoice, we will add without any cost

Features

Easy to import

Easily import multiple customer and supplier invoice(vendor bills).

Import Multiple Invoice Lines

Add multiple invoice lines as row on data file.

Add Different Data

Add Customer/Supplier,Currency, Date, Product, Quantity, Price, Description and Salesperson.

Import Different Currency

Add different currency of invoices in single import.

Sequence Option

Import invoices number using with XLS/CSV or with default sequence.

Different Warning

Easy Warning when import fail due to wrong data.

Import Bulk Invoices

Quickly import bulk invoices in one go using Excel or CSV File.

Add Bulk Account

Add bulk account in one go using Excel or CSV file.

Import Order with Date

Import Date which you have in your Database instead of default that Odoo provides

Invoice Stage Options

Import invoices as a "Draft" or "Validate".

Import Product Option

Import products by it's Name/ Barcode or Code(Internal Reference).

CSV/XLS file Supported

You can import CSV or XLS file both as per as your convenience.

Import Customer/Supplier Invoice

Data File Sample.

You have 3 different options to import invoice order.

If you are using only numeric value for Internal ref or Barcode field then please make sure the cell type/format is Text/Character

Import with Code.

Import with Barcode.

Import with Name.

INVOICE ID
- Invoice number for the invoice.
PARTNER
- Vendor/Customer name for the invoice order.
CURRENCY
- Currency for the invoice.
PRODUCT
- Product name for the invoice order.
QUANTITY
- Quantity for the above product.
UOM
- UOM for the above product.
DESCRIPTION
- Description for the product
PRICE
- Price for the above product.
Salesperson
-Name of salesperson
TAX
-Tax for the product
Date
-Date of invoice
Account
-Name of Chart Of Account

The "INVOICE ID" should be same, as you can see in the image,"INVOICE ID" is same for different product list.This defines single invoice with different product lines.

Tax column is important you have to add "Tax column" though there is no need of adding tax.

1. When code is selected in Import option, please select file that contains code of products.

2. When barcode is selected in Import option, please select file that contains barcode of products.

3. When Name is selected in Import option, please select file that contains name of products.

Import Invoice Menu.

Menu for importing data of invoice orders.

Import Invoice Wizard.

1. Sequence Option :

If you want to import details of invoice number from CSV/XLS you can also have option regarding this in import invoice wizard.

If you select "Use Excel/CSV Sequence Number" option then name field will came from CSV/XLS file.

2. Invoice Stage Option :

If you select "Import Draft Invoice" option then invoice will be import in draft stage.

If you select "Validate Invoice Automatically With Import" option then invoice will be import in validate/Open stage.

3. Account Option :

If you want to import Account from XLS/CSV so you have option for "Account Option" regarding this in import invoice wizard.

4. Type :

You have also option for import invoice for Customer, Vendors, Customer Refund(Customers Credit Note) or Vendors Refund(Supplier Credit Note).

5. Import Product By :

You have also option to import products by it's Name/ Barcode or Code(Internal Reference).

If you want to create product while importing invoice order then you have to select import with "Name".


After importing CSV/XLS with "Import Draft Invoice" option then you can see the invoice is in draft stage and invoice number is same as we given in CSV/XLS file.

Import Invoice Tree View.

This is the tree view of invoice created from given data file.

If you select "Validate Invoice Automatically With Import" option then you can see the invoice is in Open stage.

If you select "Use System Default Sequence Number" option then name field will follow the system sequence.

If all taxes are found in system then invoice will be generated.

If you select "Customer Credit Note" option then you can see the invoices created as a Customer Credit Note (Customer Refund).

Warning/Validation.

It will generate error if you import wrong partner.

It will also generates errors when you import wrong value of Currency,Pricelist,UOM,Salesperson and Tax.


Installation Guide

Before installing this module you have to install following packages in your system.

1.sudo pip install xlrd

2.sudo pip install xlwt

OR

1.sudo apt-get install python-xlrd

2.sudo apt-get install python-xlwt

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At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on ticket@browseinfo.in or raise a ticket on support.

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