Importing Sales Orders In Odoo17

Importing sale orders in Odoo can be quite helpful for companies trying to move data from another system or optimize data entry procedures. It is inefficient to manually enter every record while attempting to move large amounts of data. When this happens, we can add many entries rapidly and effectively by importing sales order data, which saves time in comparison to manual entry. here are the steps for importing sales orders in odoo17

Steps for Importing Sales Orders in Odoo17

The sale orders import template must be downloaded before the sale order can imported. Following the download, we may alter the template, add the data, and upload it to the Odoo database.First, we may make a template. To begin with, choose a record to export, then click the actions button to make the export option visible.

Field to Export Sales Orders in Odoo17

A new window with fields to export on the right and available fields on the left appears when you click on Export. By selecting the plus icon, we can move the desired fields from the “available fields” part to the “fields to export” area.  If the template needs to saved under a certain name, we can use it in the event that we need to export the data more than once.

There is also an option labeled “I want to update data (import-compatible export)”. Only the fields that can imported are displayed when that option is checked. In order to update a record without repeating data, we can use its external ID, which will allow us to uniquely identify the record. An additional benefit is that the heading in the exported sheet displays in the top row when we export with the external id, making it simple to map to the Odoo fields.

You have a lot more field possibilities when the box is left unchecked since all of the fields are presented, not just the ones that can imported.

How to Exporting Fields In Odoo17

The exporting process offers two export formats:.csv and.xlsx. The items in a.csv file are separated by commas, whereas a.xlsx file contains information on every worksheet in the file, including layout and content.You can use the search bar to locate specific fields and the > (right arrow) symbol to see more sub-field possibilities for each field. In the exported file, we can also drag the fields to put them in the desired orders and remove any fields that are not needed by using the trash icon.

The following fields are being added to the export here

Order reference: This is the order’s specific reference ID.

Customer: The person for whom a sale orders is being prepared.

Orders Date: The date the sale orders is created is indicated here.

Pricelist: This is the company’s predetermined list of costs for the goods and services it provides.

Invoice Address: This is the address where the sale’s invoice will delivered.

Delivery Address: This is the address where the goods or services ordered under the sale orders will sent.

Payment terms: Clearly outlines all conditions related to a sales payment to help customers make payments on time and accurately.

Product Order Lines : Products: have to added to the selling orders

Description/ Order Lines: Product description.

Quantity/ Order Lines: Product quantity

Unit of Measure/ Order Lines: Product’s unit of measurement.

Unit Price/Order Lines: Product’s unit cost.

Order Lines/Taxes: the amount of tax associated with each order line.

Invoicing Journal/Journal Name: This is the record-keeping organization that maintains the invoice’s accounting records.

Salesperson: designates a particular person in charge of overseeing operations linked to sales.

Exporting Data in Odoo17

Once every field has been included for export, we can click the Export button to export the template and make any necessary updates.

We may return to the quotes page after making updates to the sale order template spreadsheet, click the gear symbol in the top left corner of the page, and choose Importing sales records.

At the top left, we have the option to Upload a file to Upload a file from our system.

A page displaying every component of the freshly configured sale order template spreadsheet—divided by File Column, Odoo Field, and Comments—appears upon file upload.

From here, we can manually assign the file column to the Odoo field if needed, and we can click the Test button in the upper-left corner to verify that all of the fields and columns are aligned correctly. The user is informed that everything appears valid at the top of the page by a blue banner that appears if everything is implemented correctly.

If there are any mistakes, a red banner with information on where to find the individual problems and how to repair them appears at the top of the page.

After resolving all the issues, we may import the sales records by clicking the Import button after testing. A pop-up notification in the upper-right corner of the screen notifies the user of the number of quotations that were successfully imported when the records are imported.

From the quotations page in the sales app, we can now access and modify the imported sales quotations to viewing them.

The sales quotation’s corresponding fields receive all of the data from the sheet.

I hope this covered the complete steps for importing sales orders in Odoo17, if you have any questions about it, let us know