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Import Bulk Sale Order Lines from Excel or CSV File
The Import Sale Order Line module for Odoo simplifies and accelerates the creation of sales orders by allowing users to import multiple order lines directly from Excel (XLS) or CSV files. Instead of manually adding products one by one, sales teams can quickly upload bulk product and quantity data into quotations or confirmed orders. The module supports flexible pricing, enabling users to take product prices either from the uploaded file or directly from existing Odoo product records. It also automatically calculates taxes, total amounts, and other standard order values, ensuring accuracy and saving time.
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Easily Import Bulk Order Lines in the Sale Order
This feature enables sales teams to add multiple products to a sales order in a single action, saving significant time compared to manual entry. By simply uploading an Excel (XLS) or CSV file with product details, the system automatically populates the quotation or confirmed order with all the specified items.
Easily Download the Import File Template
To simplify the import process, the module provides ready-to-use XLS and CSV templates. Users can download these templates, fill in their product details, and upload them directly into the system.
Flexible Product Pricing
The module gives users the flexibility to decide where the product prices come from. Prices can be imported directly from the uploaded file or pulled from existing Odoo product records.
Screenshot
1.) Import Sale Line Button in Sale Order
where to find the "Import Sale Line" button in a quotation or sales order. Clicking this button opens the import wizard, making it the first step to quickly add multiple products to a sale order.
2.) Import Order Lines Wizard for XLS File
The import wizard for Excel (XLS) files. Users can select the file type, choose whether to take prices from the file or Odoo products, upload their file, and then click Import to add all products at once.
3.) Download the Import XLS File Template
the option to download a ready-to-use Excel template. Filling out this template ensures that all necessary product information is correctly structured for smooth importing.
4.) XLS File Template
Here, users can see the structure of the Excel template itself, including fields for product name, quantity, and price. This helps guide users on how to format their data correctly.
5.) Imported Order Lines with File Price
The result after importing products using prices from the uploaded file. All order lines, quantities, and amounts are automatically populated in the sales order.
6.) Import Order Lines Wizard for CSV File
Similar to the XLS wizard, this screenshot displays the interface for importing CSV files. Users select CSV as the file type and decide whether to use prices from the file or Odoo products before importing.
7.) Download the Import CSV File Template
how to download a CSV version of the import template. It ensures data is in the correct format for bulk importing via CSV files.
8.) CSV File Template
This image displays the structure of the CSV template. Users can see the required columns and formatting needed for a successful import into Odoo.
9.) Imported Order Lines with Odoo Product Price
the sales order after importing products while taking prices from Odoo product records instead of the file. It demonstrates the flexibility of the module in handling standard product pricing.
User Guide
