$ 14.04
| Required Apps |
•
Invoicing (account)
• Discuss (mail) |
| Technical Name |
sale_order_import_excel
|
| License | OPL-1 |
| Technical Name |
sale_order_import_excel
|
| License | OPL-1 |
Introduction
Transform your sales order management with the Import Sale Orders from Excel/CSV module. This indispensable tool is designed for businesses that handle a high volume of orders or receive them in spreadsheet format. Eliminate the inefficiency and potential for errors associated with manual order entry by importing all necessary details—including customer information, products, quantities, and pricing—directly into your Odoo system. By automating this crucial step, you can accelerate your entire sales workflow, from quotation to delivery and invoicing, ensuring faster processing and improved customer satisfaction.
Key Features
Import complete sale orders, including multiple order lines, from a single file.
Supports both Excel (.xlsx) and CSV (.csv) file formats for your convenience.
Flexible product mapping using the product's name, internal reference, or barcode.
Automatically apply customer-specific pricelists and taxes during import.
Choose to import records as draft quotations or automatically confirm them as sales orders.
Optionally use the order numbers from your source file or let Odoo generate them.
Supports multi-line orders by grouping rows with the same order reference.
Comes with easy-to-use sample files to ensure your data is perfectly formatted.
Benefits
Drastically cuts down on the time spent creating sales orders and quotations.
Significantly reduces the risk of costly data entry mistakes.
Streamlines the order processing workflow for faster fulfillment.
Ideal for integrating orders from external systems, e-commerce platforms, or sales reports.
Improves data accuracy for better sales analysis and inventory forecasting.
Empowers your sales team to handle larger order volumes with greater efficiency.
Simplifies the process of migrating historical sales data into Odoo.
Compatibility & Technical Details
Required Modules: Sales (sale_management), Invoicing (account), Discuss (mail).
License: See License tab
Technical Name: sale_order_import_excel
Installation:
Download the module file.
Place the module folder into your Odoo addons directory.
Restart the Odoo server.
Navigate to the 'Apps' menu, activate developer mode, and click 'Update Apps List'.
Search for "Import Sales Order Line 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.