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Import Purchase Order from Excel or CSV File in odoo

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Required Apps Inventory (stock)
Purchase (purchase)
Discuss (mail)
Invoicing (account)
Technical Name import_purchase
License OPL-1
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Technical Name import_purchase
License OPL-1

Introduction

Elevate your purchasing efficiency with the Import Purchase Orders from Excel/CSV module for Odoo. This powerful tool is engineered to eliminate the bottlenecks of manual data entry, allowing you to create and update purchase orders and RFQs in bulk. By seamlessly importing structured data from spreadsheets, you can significantly reduce processing time, minimize the risk of costly errors, and ensure your procurement data is accurate and up-to-date. This module is an essential asset for any business looking to streamline its purchasing operations, manage large volumes of orders, or migrate procurement data into Odoo.

Key Features

  • Import complete purchase orders, including multiple order lines, from a single file.

  • Supports both Excel (.xlsx) and CSV (.csv) file formats for maximum compatibility.

  • Flexibly identify products for import by their name, internal reference, or barcode.

  • Automatically applies vendor-specific pricelists and taxes during the import process.

  • Choose to import records as draft Requests for Quotation (RFQs) or automatically confirm them as Purchase Orders.

  • Option to use purchase order numbers from your source file or have Odoo generate them sequentially.

  • Supports multi-line orders by grouping rows with the same purchase order reference.

  • Includes easy-to-use sample files to ensure your data is formatted correctly for a flawless import.

Benefits

  • Dramatically reduces the time spent on creating and managing purchase orders.

  • Significantly lowers the incidence of data entry errors, leading to more accurate purchasing.

  • Streamlines the entire procurement cycle, from RFQ to receipt and vendor billing.

  • Ideal for businesses that receive order data in spreadsheets from various departments or suppliers.

  • Improves the accuracy of cost management and inventory forecasting.

  • Enables your purchasing team to handle higher volumes of transactions with ease.

  • Simplifies the migration of historical purchase data into your Odoo system.

Compatibility & Technical Details

  • Required Modules: Purchase (purchase), Stock (inventory).

  • License: OPL-1

  • Technical Name: import_purchase

Installation:

  1. Download the module file.

  2. Place the module folder into your Odoo addons directory.

  3. Restart the Odoo server.

  4. Navigate to the 'Apps' menu, activate developer mode, and click 'Update Apps List'.

  5. Search for "Import Purchase Order From Excel" and click 'Install'.

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.