Odoo Import Invoice Databy Pragmatic TechSoft Pvt Ltd. http://www.pragtech.co.in
• Invoicing (account)
• Sales (sale_management)
|Also available in version||v 13.0 v 12.0 v 10.0 v 11.0|
Import Invoice Data
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Import Invoice Data
At Pragmatic, we have developed an app where user can import all the data from Invoices into Odoo very easily
The app supports both file formats i.e. Excel and CSV. So user can import an excel file or csv file directly into Odoo.
Maintenance is to functional checks, servicing, repairing or replacing of necessary devices to match the original product.
For importing Invoices,
Go to Invoicing app-> Customers->Import Invoices
After clicking on Import Invoices user will see a new window as shown below
A. In this window the user can select the type of the file i.e. CSV or XLS file.
- Select Customer for creating customer invoices.
- Select Supplier for creating supplier invoice
C. Invoice Stage available:
- Import Invoices in Draft Stage
- If user want to automatically confirm the purchase order after importing then please select this option.
D. Select Account:
There are two options:-
- Select Odoo default account from product configuration. If user select this option don’t add account numbers in CSV/Excel.
- Use account numbers in CSV. If user select this option add account numbers in CSV/Excel file.
In CSV/Excel file user can insert following data fields:-
- INVOICE ID NUMBER
- PARTNER [Mandatory field]
- PRODUCT [Mandatory field]
- QUANTITY [Mandatory field]
- UOM [Mandatory field
- PRICE [Mandatory field]
- DATE [Mandatory field]
E. Then Upload required file just by clicking on Upload file butto
F. Sequence Available:-
- You can use the sequence number available in Excel/CSV file
- Or user can use the Odoo default sequence number
After uploading the file, user can see the invoice details have been imported to Odoo as follows.
In machine details user have option to select under guarantee 'Yes' or 'No'. With Paid or Free service and description regarding it.
It is very simple to use and operations are fast paced
For further information and support please contact Pragmatic Techsoft Pvt. Ltd support desk or send your requirements on firstname.lastname@example.org
Contact / Support(Monday-Friday 10am to 7pm IST)
Pragmatic Techsoft Pvt. Ltd.Support
Pragmatic is a global open source enterprise software development, consulting and products company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.
We are a dynamic and fast growing company committed towards creating value for our customers. Located in Pune, India the educational and IT hub of western India, we take pride in delivering rapid, customized open source enterprise applications following agile and lean software methods. Whether you are developing an application from scratch, working on an existing application or porting your application to a new platform or framework, we can meet your business needs.
If you need any help or want more additional features, you may contact us through:
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