Odoo all import for Sales, Purchase, Invoice, Inventory, Pricelist, BOM, Payment, Bank Statement, Journal Entry, Picking, Product, Customer, Product Images, Product Variants, Task, Multiple Statement, Attendances, POS Orders, Multiple Journal Entries.

$ 142.03

v 11.0 v 12.0 Third Party 86

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Attendances (hr_attendance) • Point of Sale (point_of_sale) • Project (project) • Employees (hr) • Discuss (mail) • Inventory (stock) • Invoicing (account) • Manufacturing (mrp) • Purchase (purchase) • Sales (sale_management)
Community Apps Dependencies	Show • Odoo all import for Sales, Purchase, Invoice, Inventory, Pricelist, BOM, Payment, Bank Statement, Journal Entry, Picking, Product, Customer. • Import Chart of Accounts from CSV or Excel File
Lines of code	7284
Technical Name	`bi_generic_import_all`
License	See License tab
Website	https://www.browseinfo.com
Versions	17.0 15.0 12.0 16.0 13.0 14.0 11.0

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Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Attendances (hr_attendance) • Point of Sale (point_of_sale) • Project (project) • Employees (hr) • Discuss (mail) • Inventory (stock) • Invoicing (account) • Manufacturing (mrp) • Purchase (purchase) • Sales (sale_management)
Community Apps Dependencies	Show • Odoo all import for Sales, Purchase, Invoice, Inventory, Pricelist, BOM, Payment, Bank Statement, Journal Entry, Picking, Product, Customer. • Import Chart of Accounts from CSV or Excel File
Lines of code	7284
Technical Name	`bi_generic_import_all`
License	See License tab
Website	https://www.browseinfo.com
Versions	17.0 15.0 12.0 16.0 13.0 14.0 11.0

Description
License

Supported :

Enterprise

Community

Odoo.sh

Advance Odoo Import Data Bridge(CSV or Excel File) in Odoo

All Import Data of Odoo like Sales, Purchase, Invoice, Inventory,Bill of material, Customer/Supplier Payment, Bank Statement, Journal Entry, Picking, Product, Customer, Pricelist(Sale, Purchase and Product), Product Images, Product Variants, Task, Multiple Statement, Attendances, POS Orders, Multiple Journal Entries , Chart Of Account. with this Odoo import tool in Odoo.

Importing all kind of data now easy never been before, Importing different sort of data is always been headache,Module is like VLC player of Odoo.

It can import all important data whether its Sales, Purchase, Invoice, Inventory, Bill of material,Customer/Supplier Payment,Serial number with Stock, Bank Statement, Journal Entry, Picking, Product, Customer, Sale Pricelist, Purchase Pricelist and Product Pricelist, How resourceful it is ,It can reduce you work efforts and makes your life hassle free.

You can checkout Lower version for this module
Odoo Import Bridge(CSV or Excel File) Module.

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 on sale order or analytic tags details on sale order line or on purchase order vendor reference we will add without any cost

Multi Language Translation Available

We have added Translation using google translate for English (US), Arabic, French / FranÃ§ais, Spanish / EspaÃ±ol and Dutch / Nederlands, if you want to change translation terms or add new translation provide us translation, we will add that without any cost.

Features

Import Order

Import sale order, purchase order and invoice with external sequence and import pos order.

Import Order Lines

Import sale order lines, purchase order lines and invoice lines.

Import Accounting Data

Import bank statement lines/multiple bank statement lines, journal entry / multiple journal entries, customer and supplier payment and chart of account.

Import Bill of Material

Import multiple bill of material with multiple components.

Different Warning

Support different warning and validation.

Support Translation

Support translation in multiple language.

Import Attendances

Import attendances from CSV/XLS file.

Import product images

This app is designed to add product images using excel file.

Import Warehouse Data

Import inventory with serial number and expiry data, delivery, shipment and internal transfers.

Import Pricelist

Import sale, vendor and product pricelist.

Import and Update Master Data

Import and Update products, templates, product variant, customers and vendors.

Import Order with Date

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

Supported Community and Enterprise Edition

Works for Community and Enterprise both Edition.

CSV/XLS file Supported

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

Efficient to Import for larger number of Employees

Easy to import attendance data for larger number of employees.

Helps to update product template

If you want to update the product template then select model as product template and operations as update product and select the excel file.

Import Invoice with Payment Details

User can able to import invoice with Payment details such as Payment Date, Payment Journal, Payment Amount.

Import Invoice with Full and Partial Payment Option

User can able to import invoice with full payment and partial payment , user can enter payment amount on file and payment will be done for invoice according to payment amount.

Demo Request Video Tutorial

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.
ACCOUNT: -Name of Chart Of Account
QUANTITY: - Quantity for the above product.
UOM: - UOM for the above product.
DESCRIPTION: - Description for the product
PRICE: - Price for the above product.
DISCOUNT: -Discount for the product
Salesperson: -Name of salesperson
TAX: -Tax for the product
Date: -Date of invoice
JOURNAL: -Payment Journal for invoice payment.
AMOUNT: -Payment Amount for created payment for invoice.
PAYMENT DATE: -Payment Date for register payment created for invoice.

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.

If you select "Import Invoice with Payment" option then invoice will be import in Open/Paid 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).

Import Invoice with Partial Payment

If user select "Import Invoice with Payment" on Invoice Stage Option and "Keep Open" on Partial Payment then user can see imported invoice with payment entry in "Open" state.

If user select "Import Invoice with Payment" on Invoice Stage Option and "Write-Off" on Partial Payment then user can see invoice is fully paid and payment entry is created.

Warning/Validation.

1. It will generate error if you import wrong partner.

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

Import Invoice Lines

Data File Sample.

You have 3 different options to import invoice line.

If you want to import product with "Take Details From The Product" option then follow given XLS format.

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.

If you want to import product with "Take Details From The XLS File" option then follow given XLS format.

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.

PRODUCT: -Product name for invoice order line.
QUANTITY: - Quantity for above product.
UOM: - UOM for above product.
DESCRIPTION: - Description of product
PRICE: - Price for above product.
TAX: -Tax for product
DISCOUNT: -Discount for the product

If there is need of adding "Tax" you can add it but if there is no need of adding "Tax" you have to leave it blank.

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 Lines Menu.

Menu for importing data of Invoice Lines.

Import Invoice Lines Wizard.

User can schedule mail by clicking on "Send Scheduler" button on chatter.

1. Product Details Option :

If you select "Take Details From The Product" option then product and product quantity will be taken from selected XLS file, Other product details(UOM, Price) will be taken from already created products.

If you select "Take Details From The XLS File" option then all details will be taken from selected XLS file.

2. 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 line then you have to select import with "Name".

Import Invoice Line View.

After importing CSV/XLS with "Take Details From The Product" option then you can see the imported product details is taken from already created product.

If you select "Take Details From The XLS File" option then you can see the imported product details is taken from XLS file.

Import Customer/Supplier Payment

Data File Sample.

Partner: - Customer/Supplier name for payment.
Payment Amount: -Amount of payment for customer/supplier payment.
Payment Journal: -Payment journal type for customer/supplier payment.
Payment Date: - Payment date for customer/supplier payment.
Memo: - Invoice payment receipt number for customer/supplier payment.

Import Payment Menu.

Menu for importing data of Customer/Supplier Payment.

Import Payment Wizard.

In this wizard you have to upload properly formated XLS file you want to import.

Import Payment View.

This is the tree view of newly created customer payments from given data file.

If you want to upload supplier(vendor) payment then select "Supplier Payment".

This is the example of newly created supplier payments.

Warning/Validation.

1. If you enter wrong customer/supplier then it will raise warning.

2. If you enter wrong journal then it will raise warning.

Import Bank Statement Lines

Data File Sample.

DATE: - Date of the Bank Statement.
REFERENCES: - Reference of the Bank Statement.
PARTNER: - Customer name for the Bank Statement.
MEMO: - Memo for the Bank Statement.
AMOUNT: - Amount for the Bank Statement.
Currency: - Currency for the Bank Statement.

Accounting Dashboard.

Click on Create Statement link to create account bank statement.

Click on Add Lines button to import bank statement lines

Import Bank Statement Lines wizard.

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

Import Bank Statement Lines View.

After importing CSV/XLS you can see the imported bank statement lines under Transactions tab.

Warning/Validation.

1. It will generate error if you not define Date field value while importing data.

2. It will generate error if you not define Memo field value while importing data.

Import Multiple Bank Statement Line

DATE: - Date of the Bank Statement.
REFERENCES: - Reference of the Bank Statement.
PARTNER: - Customer name for the Bank Statement.
MEMO: - Memo for the Bank Statement.
AMOUNT: - Amount for the Bank Statement.
CURRENCY: - Currency for the Bank Statement.

Accounting Dashboard

Click on New Statement link to create account bank statement.

Import Bank Statement Lines wizard.

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

Views

After importing CSV/XLS you can see the imported bank statement lines under Transactions tab. This is the view of Bank Statement Lines created from given data file.

It will generate error if you not define Date field value while importing data.

It will generate error if you not define Memo field value while importing data.

It will generate error if you enter wrong currency field value while importing data.

Import Journal Entry/Items

Data File Sample.

Name: - Name of the label for journal entry.
Partner: - Partner name belong to the journal entry .
Analytic account: - Analytic account of partner used for the journal entry line.
Date Maturity: - Date of the journal entry.
Debit Amount: - Debit amount of the journal entry.
Credit: - Credit amount of the journal entry.
Amount Currency: - Amount currency of the journal entry.
Currency: - Currency of the journal entry.

Import Journal Items Button.

On the form of journal entry you can find the button for importing journal items for that particular journal entry.

Import Journal Entry Wizard.

After clicking on button a wizard will be open where you have to select the format of the file from which you will import your data and the file for it.

After importing the file in correct format and well balanced journal items all journal items will be linked with that journal item.

Warning/Validation.

1. If currency is not found in the system, It will raise error.

2. If account code is not found in the system, It will raise error.

3. If analytic account is not found in the system, It will raise error.

Import Multiple Journal Entry/Items

Data File Sample

Given below is the sample of import file.

Date: - Date for journal entry.
Ref: - Reference for journal entry.
Journal: - Type of journal entry.
Name: - Name of the label for journal entry.
Partner: - Partner name belong to the journal entry.
Analytic account: - Analytic account of partner used for the journal entry.
Account: - Code of Account Analytic account.
Date Maturity: - Date of the journal entry.
Debit Amount: - Debit amount of the journal entry
Credit: -Credit
Amount Currency: - Credit amount of the journal entry
Currency: - Currency of the journal entry

Import Multiple Journal Entries - Menu

Under Invoicing >Customers > Import Journal Entries menu you can import multiple journal entries from CSV or XLS.

After clicking that button a wizard will be open where you have to select the format of the file from which you will import your data and the file for it.

After importing the file in correct format you can see Journal Entries are Created.

Import Sales Order

Data File Sample.

Given below is the sample of import file.

You have 3 different options to import sale 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.

ORDER: - Sale order number
CUSTOMER: - Customer name for the sale order.
PRICELIST: - Pricelist is used for identify Currency for the sale order.
PRODUCT: - Product name for the sale order line.
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 sale order.
DISCOUNT: - Discount for the product.

The "ORDER" should be same, as you can see in the image,"ORDER" is same for different product list.This defines single order 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 Sale Order Menu.

Menu for importing data of Sales Order.

Import Sales Order Wizard.

1. Sequence Option :

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

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

2. Quotation Stage Option :

If you select "Import Draft Quotation" option then sale order will be import in draft stage.

If you select "Confirm Quotation Automatically With Import" option then sale order will be import in Sale Order stage.

3. 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 sale order then you have to select import with "Name".

After importing CSV/XLS with "Import Draft Quotation" option then you can see the sale order is in draft stage and Sequence(Sale Order number) is same as we given in CSV/XLS file.

Import Sale Order Tree View.

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

If you select "Confirm Quotation Automatically With Import" option then you can see the sale order is in sales order 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 sale order will be generated.

Warning/Validation.

1. It will generate error if you import wrong pricelist.

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

Import Sale Order Lines

Data File Sample.

You have 3 different options to import sale order line.

If you want to import product with "Take Details From The Product" option then follow given XLS format.

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.

If you want to import product with "Take Details From The XLS File" option then follow given XLS format.

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.

PRODUCT: -Product name for sale order line.
QUANTITY: - Quantity for above product.
UOM: - UOM for above product.
DESCRIPTION: - Description of product
PRICE: - Price for above product.
TAX: -Tax for product
DISCOUNT: - Discount for the product.

If there is need of adding "Tax" you can add it but if there is no need of adding "Tax" you have to leave it blank.

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 Sale Order Lines Menu.

Menu for importing data of Sale Order Lines.

Import Sale Order Lines Wizard.

1. Product Details Option :

If you select "Take Details From The XLS File" option then all details will be taken from selected XLS file.

If you select "Take Details With Adapted Pricelist" option then all details will be taken from product applied Pricelist.

2. 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 sale order line then you have to select import with "Name".

Import Sale Order Line View.

After importing CSV/XLS with "Take Details From The Product" option then you can see the imported product details is taken from already created product.

If you select "Take Details From The XLS File" option then you can see the imported product details is taken from XLS file.

If you select "Take Details With Adapted Pricelist" option then you can see the imported product details is taken with adapted pricelist.

Warning/Validation.

1. It will generate error if you import wrong UOM.

2. It will generate error if you import wrong Tax.

Import Point Of Sale Order

Data File Sample

Given below is the sample of import file.

Name: - Order Reference of the pos order.
Session: - POS Session name.
Date Order: - Date of pos order.
Sales Person: - Sales person of pos order.
Customer: - Customer of pos order.
Product: - Product of pos order line.
Product Quantity: - Product quantity of pos order line.
Product Price: - Price of product of pos order line.
Product Discount: - Discount of particular product of pos order line.

Figure shows the menu for import POS Order.

Import Wizard

After clicking that button a wizard will be open where you have to select the format of the file from which you will import your data and the file for it.

View

After importing the file in correct format you will find the pos order is added in orders.

Warning

If you select wrong session than it return following warning.

If you select product which is not available in system than it return following warning.

If you select wrong sales person it return following warning.

Import/Update Products

Data File Sample.

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

NAME: - Product Name
INTERNAL REFERENCE: - Internal reference for the product.
CATEGORY: - Product's internal category.
TYPE: - Product Type.
BARCODE: - Product identification code.
UOM: - UOM for the above product.
PURCHASE UOM: - Purchase UOM for the above product.
SALE PRICE: - Sale price for the above product.
COST PRICE: - Cost price for the above product.
WEIGHT: - Weight for the above product.
VOLUME: - Volume for the above product.

Import Product Menu.

Menu for importing data of Products.

Import Product Wizard.

In this wizard you have to upload properly formated XLS or CSV file which you want to import for upload new product or update data of existing product.

Created Product View.

You can update product by search product by their "Name" or "Internal Reference(Code)" or "Barcode".

If you added value on column that field will be updated rest other you can put blank and we have to keep format of the file same as current.

Product after updated data is displayed.

Warning/Validation.

1. It will generate error if you import wrong data e.g Empty category.

Import Products With Vendor

Data File Sample.

VENDOR: - Vendor Name for Supplier Info.
PRODUCT: - Product Name for Supplier Info.
DELIVERY TIME: - Delivery Time.
QUANTITY: - Quantity of Above Selected Product.
PRICE: - Price of Above Selected Product.

Import Supplier Info Menu.

Menu for importing data of Supplier.

Import Supplier Info Wizard.

In this wizard you have to upload properly formated XLS file you want to import.

While importing Supplier Info, If you want to create product which is not available in your system then select first option, It will create new product and link supplier info with it.

If you want to just link supplier info with existing product you can go for the second option.

Created Product View.

This is the view of newly created product template. It will work in the same way with other products also.

Warning/Validation

1. It will generate error if product template is not existing and we select second option.

Import and Update Product Variant

Data File Sample.

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

Given below is the sample of import file to upload product,It is mandatory to use given format to create XLS or CSV file.

Given below is the sample of import file to upload product variant,It is mandatory to use given format to create XLS or CSV file.

Name: -Name of Product
Internal Reference: -Reference for product.
Category: -Category of product.
Type: -Type of product
Barcode: -Barcode of product
UOM: -Unit of measure for product
Purchase UOM: -Purchase product unit of measure
Customer Taxes: -taxes of salable product
Vendor Taxes: -taxes of purchase product
Description sale: -Description of product
Invoice Policy: -Invoice policy of product
Sale Price: -Price of product salable product variant
Cost Price: -Cost price of product variant
Weight: -Weight of product variant.
Volume: -Volume of product variant.
Image Path: -Path of the product image.
Can Be Sold: -True/False for sold product.
Can Be Purchase: -True/False for purchase product.
On Hand Quantity: -On hand quantity of product.

Access Right

Figure shows the access right given to user then user see import product variant menu.

Figure shows the menu for importing data of Product variants.

Wizard

In this wizard you have to upload properly formated XLS or CSV file which you want to import for upload new product or update data of existing product.

You can update product by search product by their "Barcode" or "Internal Reference(Code)"

Views

Figure shows the products created from given data file.

Figure shows the products variant created from given data file.

Additional Features

It will generate error if you don't fill category field in product,which is shown in figure.

Import Product Images from URL and path.

In sales you can add product template and product through import Product Images

In pop up select model as product and operation as create product and select an excel file.

In excel file you can add columns as product code,product name and image path as a url or a local path.

After add excel file you can see the product variants that you add through excel file.

If you want to update the product image than select models as product and operations as update product and select the excel file.

Selected excel file for update product image with ID should be like this.

Selected excel file for update product image with name should be like this.

Selected excel file for update product image with Code should be like this.

After add excel file you can see updated product variants that you update through excel file.

In pop up select models as product templates and operation as create product.

Selected excel file for create product templates image should be like this.

After upload excel file you can see the product templates in product templates as shown in figure.

If you want to update the product template than select model as product template and operations as update product and select the excel file.

Selected excel file for update product template image with ID should be like this.

Selected excel file for update product template image with name should be like this.

Selected excel file for update product template with code should be like this.

After upload excel file you can see the updated product templates in product as shown in figure.

Import Inventory.

Data File Sample.

You have 3 different options to import inventory.

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

1. Import Inventory with Expiry Date and Import Location on inventory line.

Import with Code.

Import with Barcode.

Import with Name.

2. Import Inventory without Expiry Date and with Import Location on inventory line.

Import with Code.

Import with Barcode.

Import with Name.

3. Import Inventory without Import Location on inventory line.

Import with Code.

Import with Barcode.

Import with Name.

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 Inventory Menu

Menu for importing data of Inventory.

Import Inventory Wizard.

Figure shows a wizard for importing inventory where you can define name of inventory, location of warehouse and the format of file you want to import.

1. Serial/Lot number with Expiry Date Option :

If you select "Import Serial/Lot number with Expiry Date" option then it will import inventory with product Lot number and Expiry Date.

2. Import Location on inventory Line Option :

If you select "Allow to Import Location on inventory line from file" option then it will import inventory line with location which given in XLS/CSV file.

3. Import Product By :

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

Here you can see existing Lot/Serial number which we can use for inventory.

Inventory Adjustments.

If you select "Allow to Import Location on inventory line from file" option then in inventory line location is imported from given XLS/CSV file.

Product Lot/Serial Number.

If you have entered the Lot number which is not available in the system, then it will assign new Lot/Serial number for that product.

After importing CSV/XLS you can see the Serial/Lot number and Expiry Date same as we given in CSV/XLS file.

Import Incoming Shipment/Delivery Order/Internal Transfer

Data File Sample.

You can import Incoming Shipment/Delivery Order/Internal Transfer from Picking Type.

NAME: - Stock Picking Name
Customer: - Name of the customer.
Source Document: - Name of the Source Document.
Date: - Date of Picking.
Product: - Product name for the Picking.
Quantity: - Quantity for the above product.
LOT Number: - LOT number for the above product.

Import Incoming Shipment/Delivery Order Menu.

Menu for importing data of Incoming Shipment/Delivery Order.

Import Incoming Shipment/Delivery Order Wizard.

In this wizard you have to upload properly formated XLS and CSV file you want to import.

Delivery Order View.

Warning/Validation.

1. It will generate error if you not select a proper file.

Import Purchase Order

Data File Sample.

You have 3 different options to import purchase 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.

PURCHASE ID: - Purchase number for the purchase order.
SUPPLIER: - Vendor name for the purchase order.
CURRENCY: - Currency for the purchase order.
PRODUCT: - Product name for the purchase order.
QUANTITY: - Quantity for the above product.
UOM: - UOM for the above product.
DESCRIPTION: - Description for the product
PRICE: - Price for the above product.
TAX: -Tax for the product
DATE: - Date of purchase order.

The "PURCHASE ID" should be same, as you can see in the image, "PURCHASE ID" is same for different product list.This defines single order 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 Purchase Order Menu.

Menu for importing data of Purchase Orders.

Import Purchase Order Wizard.

1. Sequence Option :

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

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

2. Purchase Stage Option :

If you select "Import Draft Purchase" option then purchase order will be import in RFQ (Request For Quotation) stage.

If you select "Confirm Purchase Automatically With Import" option then purchase order will be import in Purchase Order stage.

3. 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 purchase order then you have to select import with "Name".

After importing CSV/XLS with "Import Draft Purchase" option then you can see the purchase order is in RFQ stage and Sequence(Purchase Order number) is same as we given in CSV/XLS file.

Import Purchase Order Tree View.

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

If you select "Confirm Purchase Automatically With Import" option then you can see the purchase order is in Purchase Order 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 purchase order will be generated.

Warning/Validation.

1. It will generate error if you import Unavailable UOM.

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

Import Purchase Order Lines

Data File Sample.

You have 3 different options to import purchase order line.

If you want to import product with "Take Details From The Product" option then follow given XLS format.

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.

If you want to import product with "Take Details From The XLS File" option then follow given XLS format.

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.

PRODUCT: -Product name for Purchase order line.
QUANTITY: - Quantity for above product.
UOM: - UOM for above product.
PRICE: - Price for above product.
DESCRIPTION: - Description of product
TAX: -Tax for product

If there is need of adding "Tax" you can add it but if there is no need of adding "Tax" you have to leave it blank.

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 Purchase Order Lines Menu.

Menu for importing data of Purchase Order Lines.

Import Purchase Order Lines Wizard.

1. Product Details Option :

If you select "Take Details From The XLS File" option then all details will be taken from selected XLS file.

If you select "Take Details With Adapted Pricelist" option then all details will be taken from product applied Pricelist.

2. 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 purchase order line then you have to select import with "Name".

Import Purchase Order Line View.

After importing CSV/XLS with "Take Details From The Product" option then you can see the imported product details is taken from already created product.

If you select "Take Details From The XLS File" option then you can see the imported product details is taken from XLS file.

Import/Update Partners

Data File Sample.

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

NAME: - Partner Name
Type: -Partner Type.
PARENT: - Partner's Parent Name.
STREET: - Partner's Address.
STREET 2: - Partner's Address.
CITY: - Partner's City.
STATE: - Partner's State.
ZIP: - Partner's Zip code.
COUNTRY: - Partner's Country.
WEBSITE: - Website of partner.
PHONE: - Partner's Phone Number.
MOBILE: - Partner's Mobile Number.
EMAIL: - Partner's Email Address.
CUSTOMER: - True/False for customer.
VENDOR: - True/False for Vendor.
SALESPERSON: - Salesperson of partner.
INTERNAL REFERENCE: - Partner's Internal Reference.
CUSTOMER PAYMENT TERMS: - Days for customer's payment term.
VENDOR PAYMENT TERMS: - Days for vendor's payment term.

Import Partners Menu.

Menu for importing data of Partners.

Import Partner Wizard.

In this wizard you have to upload properly formated XLS or CSV file you want to import for create partner or update partner data.

Created Partner Kanban View.

Kanban view of partner after update partner data.

Warning/Validation.

1. It will generate error if you import Unavailable Salesperson.

2. It will also generates errors when you import wrong value of Company,Unavailable Parent,Unavailable Payment term.

Import Attendances

After installing this module you can see 'Import Attendances' Menu in below figure.

Below figure shows sample data of CSV file.

Below fig. shows sample data of XLS file.

Now after clicking on 'Import Attendances', as shown in below fig. you will see one wizard, Here you can see CSV file is selected, After selecting file click on 'Import' button.

After clicking on 'Import' button, You can see data from CSV file is filled in Attendance.

As shown in below fig. you will see one wizard, Here you can see XLS file is selected, After selecting file click on 'Import' button.

After clicking on 'Import' button, You can see data from XLS file is filled in Attendance.

Import Bill of Material

Data File Sample.

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 Name.

Import with Barcode./b>

Main Product Name: - Product Name
Reference: - Reference for bill of material
Quantity: - Quantity of main product.
Product of Material: - Name of the the product used in manufacturing of main product .
Quantity of sub product: - Quantity of material product.
Unit of Measurement: -UOM for sub product .

Import Bill Of Material Menu.

Menu for importing data of Bill of Material.

Import Bill of Material Wizard.

In this wizard you have to upload properly formated CSV or XLS file you want to import with BOM type.

Bill Of Material View.

This is tree and form view of BOM from given data file.

Warning/Validation.

1. It will generate error if product does not available.

2. It will also generates errors when you import wrong value of UOM.

Import Sale Pricelist

Data File Sample.

You have 3 different options to Import Sale Pricelist.

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.

PRICELIST NAME: - Define pricelist name.
CURRENCY: - Pricelist currency.
APPLY ON: - Apply on global/category/product/product variant.
CATEGORY/VARIANT/PRODUCT: - Define category/product variant/product.
MIN. QTY: - Define product min. quantity.
START DATE: - Define start date.
END DATE: - Define end date.
COMPUTE PRICE: - Define type of price computation.
AMOUNT: - Define price which will use for computation.

Import Sale Pricelist Menu.

Menu for importing data of sale pricelist.

Import Sale Pricelist Wizard.

1. Import Product By :

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

2. Import Product Variant By :

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

3. Compute Type By :

You have option to import products by select type for pricelist computation.

When you select 'Formula' in computation type then at that time you need to add some extra columns in your CSV or XLS file as shown in below image.

Sale Pricelist View.

Import Vendor Pricelist

Data File Sample.

You have 3 different options to Import Vendor Pricelist.

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.

VENDOR: - Define vendor name.
PRODUCT TEMPLATE: - Define product.
PRODUCT VARIANT: - Define product variant.
MINIMAL QUANTITY: - Define minimal quantity.
PRICE: - Define price.
CURRENCY: - Define currency.
START DATE: - Define start date.
END DATE: - Define end date.
DELAY: - Define delay.

Import Vendor Pricelist Menu.

Menu for importing data of vendor pricelist.

Import Vendor Pricelist Wizard.

1. Import Product By :

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

2. Import Product Variant By :

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

Vendor Pricelist View.

Import Product Pricelist

Data File Sample.

You have 3 different options to Import Product Pricelist.

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.

PRODUCT NAME: - Define product name.
PRICELIST: - Define pricelist name.
PRICE: - Define a price.
MIN. QUANTITY: - Define minimum quantity.
START DATE: - Define start date.
END DATE: - Define end date.

Import Product Pricelist Menu.

Menu for importing data of product pricelist.

Import Product Pricelist Wizard.

1. Import Product By :

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

Product Pricelist View.

Import Task

Data File Sample.

Given below is the sample of import file.

Task Name: - Name of the Task
Project Id: - Project Id for Task.
User: - Name of User.
Tag: - Name of the Tag.
Deadline Date: - Task Deadline Date.
Description: - Task's Description.

Menu for import data of Task

Import Task Wizard

In this wizard you have to upload properly formated CSV or XLS file you want to import.

Views

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

Warnings

Generating error while wrong data is imported e.g Unmatched User ,Unavailable Tags.

Import Chart Of Account

Data File Sample.

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 Chart Of Account Menu.

Menu for importing data of Chart Of Account.

Import Chart Of Account Wizard.

In this wizard you have to upload properly formated XLS or CSV file which you want to import chart of account data.

Chart Of Account View.

Warning/Validation.

1. It will generate error if you select invalid file.

2. It will generate errors when you import wrong value of Tax, Account.

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

1.sudo apt-get install python-xlrd

2.sudo apt-get install python-xlwt

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Maximum number of data records that each module can import?

Soamin

on 4/5/22, 1:22 AM

I am interested in buying this module, but I need to know how many maximum records I can import for each module?

Re: Maximum number of data records that each module can import?

BrowseInfo

on 4/5/22, 7:04 AM Author

Hello Sir,

It is on the 3000 records can be imported sir.

Regards

dion arya pamungkas

on 10/14/19, 11:57 PM

hello, i want to ask about code when import product pricelist. its says code, but what in product exacly? its internal reference or barcode? (in product have 2, internal reference and barcode) the second is, how we upload without start date and end date? because in your example its have start date and end date, but in my company its not use, can i set it empty?

Re:

BrowseInfo

on 10/15/19, 1:26 AM Author

Hello Sir, 1)Import with code means import with "Internal Reference " about the barcode we have another option with Barcode as we have 3 option 1.product name 2. product code(int. ref) 3. product barcode 2)yes you can set date fields empty as its not required fields on pricelist. If you have any further question, please contact us on sales@browseinfo.in, we will happy to assist you. Regards

Import variants

Gelo

on 10/11/19, 4:21 AM

hello, Does this module allow import variants with more than onte atrribute? (example, colour red and size XL). Thanks.

Re: Import variants

BrowseInfo

on 10/11/19, 7:30 AM Author

Hello sir yes our module does exactly you have asked for, you can import all that Regards