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Generic Import
Generic Import is an all-in-one Odoo module designed to simplify bulk record import across different Odoo applications. With this module, you can import Sales Orders, Purchase Orders, Invoices, Products, Customers, Vendors, and more using CSV or Excel files, saving hours of manual data entry.
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Features
Import Sale and Purchase Orders
Easily import both sale and purchase orders into Odoo from CSV or Excel files. This feature allows businesses to quickly upload large volumes of order data, saving time and reducing manual entry errors. Users can choose between Odoo's default sequence numbering or custom names for imported orders, ensuring flexibility and consistency in order management.
Import Invoices and Customers
Streamline financial and customer data management by importing invoices and customer records directly from CSV or Excel files. This feature simplifies the process of updating client information and financial documents, ensuring that your Odoo system remains accurate and up to date.
Invoice Import and Validation
Maintain accurate accounting records by importing invoices with built-in validation checks. This feature ensures that imported invoices match existing orders and customer data, providing reliable financial integration.
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1.) Import All-in-One Data Menu
Users can import Sale Orders, Purchase Orders, Customers, and Products from a single interface.
Navigation : Generic Import → Import All-in-One Data
2.) Import Sale Order Wizard View
Users can select file type (CSV or Excel) and choose order naming options (Odoo default sequence or custom name).
Users can also download a sample file for Sale Order data.
Navigation : Generic Import → Import All-in-One Data → Import Sale Order
3.) Imported Sale Orders
View successfully imported sale orders.
4.) Sample Excel/CSV File of Sale Order Data:
Provides a reference format for preparing sale order import files.
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