$ 53.16
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
Lines of code | 733 |
Technical Name |
sh_import_so_portal |
License | OPL-1 |
Website | https://www.softhealer.com |
Versions | 16.0 15.0 14.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
Lines of code | 733 |
Technical Name |
sh_import_so_portal |
License | OPL-1 |
Website | https://www.softhealer.com |
Versions | 16.0 15.0 14.0 |
Import Sale Orders At Portal
This module helps to import multiple sale orders at the portal from the CSV/XLS file. You can import unit prices from the sheet or the price lists and import products by name, barcode, or internal reference. You can choose to import automatically confirm sales and set quotation/order numbers either automatically or according to the sheet.
Features
- Easy to import sale orders at the portal from CSV/Excel files.
- You can import unit prices based on the sheet or based on the pricelist.
- You can import products by their name, barcode or Internal Reference.
- You can select auto auto-confirm sale option for imported records.
- You can import quotation/order numbers by auto or as per sheet option.
Go to user setting ==> select portal user ==> click on the access rights portal user tab.
Tick enable to import order? & confirm sale order by portal user? & select sales team.
Log in as a portal user.
Click on all products.
Here, You can see the list of the products.
To import a sale order, click on the 'Import Sale Order' button from the portal.
Select the details to import sale orders from the import sale order wizard.
Download sample files to see the format of the file.
Sample of CSV format file.
When all records are imported it will show a success message.
In the list view of the sale order, You can see the imported sale order at the portal.
You can see the imported sale order form view at the portal.
Go to invoice setting >> Enable the âAccount Statement Auto Send Configurationâ according to your preferences.
Select the "File Only Unpaid, Send notifications if all bills are paid."
Here, you can see the vendor form view.
In the vendor statement tab, you have the option to filter vendor statements based on specific time periods, such as monthly, quarterly, yearly, or custom.
In the vendor statement tab, you can filter vendor statements based on their configuration, such as Not Paid, In Payment, Paid, ETC...
Version 16.0.1 | Released on : 29th February 2024
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas).
- 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.
- Yes, you need to install xlrd library.
- For version 12 or upper, you will need to purchase the module for each version that you want to use.
- No, We do not provide any kind of exchange.
Multi-Languages
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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