Table of Contents

Sales Order 'Stock Order Form' Import

wayne@bbb.co.za Updated by wayne@bbb.co.za

Introduction

Creating and importing of 'Stock Order Form' CSV file into Odoo for processing.

Responsible Team

  • Sales Order Clerk

Process - Summary

  1. Save excel file.
  2. Check and update distributor name in the excel file.
  3. Convert File from excel to CSV.
  4. Import CSV file into Odoo.
  5. Move files to archive.

Process - Detailed

  1. Save Excel File
  • When you receive an order email with an attached excel file. The order file must be saved in a specific folder. Save the file in the 'Data-In' folder. A shortcut to the folder is in the 'Document' folder.

  1. Once the file has been saved, run the 'odoo-Order-Import' program from the desktop.

  • When the program opens it will show you a row with the file name and information from the order excel file. Because of Microsoft security the program may not show 'Acc Code' and the cell will be in red. To fix this you need to open and save the file. On the right side click the button 'Open File', this will open the excel order form. Then Save and close the file.
  • On the right side click the button 'Refresh List'. This will reload the excel file information.
  • A valid 'Acc Code' is in green. You can skip the next section and goto step 3.

Update Account in the excel file.

If the account is wrong or missing.

  • Select the correct account from the distributor list. Once the line is highlighted. Click the 'Copy Name' button. This will copy the highlighted distributor name to the clip board.
  • Click 'Open File'. On the opened spread sheet paste the Distributor name in the appropriate place. The cell should be green for a correct distributor name and red for an error. Save and close the spread sheet.
  1. Convert File from excel to CSV.
  • Click 'Create CSV File' button to generate the CSV file for importing. This file will be placed in the 'Data-Out' folder. When the file is created it will show a message 'Done Creating CSV File ( Data-Out/ABC000-XYZ-name.csv)'.
  1. Import CSV file into odoo.
    1. Open the Sales App on Odoo
    2. On the 'Sales' screen, click on Favorites, then Import records
      1. Click on the LOAD FILE button.
      1. Select the file that you want to import. A shortcut to the folder is in the 'Document' folder. Open the CSV file in the 'Data-Out' folder. Once the file is open, the screen should look like the following picture, there must be no red writing or red bars.
      1. Click on the TEST button. This could take some time. This will check for missing stock codes and missing selling prices. After the test, the screen should still look like the above picture. If there are any red bars across the screen, there are errors. You must call ICT support.
      2. If there are no errors, click on the IMPORT button. This could take some time. This will import the order and take you back to odoo 'Sales Quotations' screen. The order is now on Odoo.
  2. Move files to archive
  • On the 'odoo-Order-Import' program click the 'Done - With This File' button and then 'Yes' button to archive the files.

How did we do?

Validate picking for Sales Orders - Out of Stock report

Contact