$ 18.22
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
Community Apps Dependencies | Show |
Lines of code | 387 |
Technical Name |
sh_import_so |
License | OPL-1 |
Website | https://www.softhealer.com |
Versions | 17.0 16.0 13.0 8.0 14.0 10.0 12.0 11.0 15.0 9.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
Community Apps Dependencies | Show |
Lines of code | 387 |
Technical Name |
sh_import_so |
License | OPL-1 |
Website | https://www.softhealer.com |
Versions | 17.0 16.0 13.0 8.0 14.0 10.0 12.0 11.0 15.0 9.0 |
Import Sale Order from CSV/Excel file
This module useful to import sale order from CSV/Excel file.
Related Modules
Hot Features
Features
- You can import unit price based on sheet.
- You can import unit price based on pricelist.
- Easy to import sale orders.
- Import from csv or excel.
- Add product by Name, Barcode, Internal Reference.
- Auto Confirm Sale option.
- Create customer if never exist option.
- Quotation/Order Number auto/as per sheet option.
- Import customer by Name, Reference, Id.
First you need to tick "Import Sale Order" group in order to import sale order
'Import Sale Order' menu in orders.
When you click 'Import Sale Order' menu, wizard will open that looks like below
Success message looks like below it's shows successfully imported records and also provides list of unimported records with row number in sheet and relative details of data invalidation.
Following fields are imported.
CSV/XLS file format must match like below.
About Fields
Column | Sale Model | Field Name | Description | Required |
---|---|---|---|---|
A | Sale (sale.order) | Name | You have to write a name here. | Yes |
B | Sale (sale.order) | Customer | Define the Customer. | Yes |
C | Sale (sale.order) | Order Date | Define the Order Date. | Yes |
D | Sale (sale.order) | SalesPerson | Define the SalesPerson. | No |
E | Sale (sale.order.line) | Product | Define the Product. | Yes |
F | Sale (sale.order.line) | Description | You have to write a Description here. | Yes |
G | Sale (sale.order.line) | Quantity | You have to write a Quantity here. | No |
H | Sale (sale.order.line) | Unit of Measure | Take the same name as ERP in the "UOM". | Yes |
I | Sale (sale.order.line) | Unit Price | You have to write a Unit Price here. | Yes |
J | Sale (sale.order.line) | Taxes | Taxes are separated by comma(,). You have to provide tax here. | No |
K | Sale (sale.order.line) | Discount | You have to write a Discount here. | No |
General Notes:
1)
Don't remove the column from the sample sheet given, you can leave an empty column if the column is not the required type. You can see the table above for that.
2)
Don't change the sample sheet column sequence.
3)
Please don't use excel if you don't know the very well sheet formatting which is given in the sample sheet. Use CSV for hassle-free import without format issue. If you want to use excel and want to clear the format then please check this video.
Watch
Video
Version 17.0.1 | Released on : 11th December 2023
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & On-Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas/Odoo Online).
- Please Contact Us at sales@softhealer.com to request customization.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- For version 12 or upper, you will need to purchase the module for each version that you want to use.
- Yes, we provide free support for 100 days.
- 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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