We have added predefined
some languages(English,
German / Deutsch, Arabic,
Spanish / Espanol, French
/ Francais, Chinese) in
module, If you want to
add other language you
can contact us on support@softhealer.com.
We use google translator
tools for multi-languages
so possible translations
can be not accurate. we
accept suggest to make
more accurate
translations also on support@softhealer.com.
All In One Basic Import - Partner, Product, Sales, Purchase, Accounts, Inventory
$ 30.25
$ 30.25
v
16.0
0
| Technical name | sh_all_in_one_basic_import |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Included Dependencies | Popup Message |
All In One Basic Import - Partner, Product, Sales, Purchase, Accounts, Inventory
This module is useful to import data from CSV/Excel file. You can import custom fields from CSV or Excel.
Related Modules
Features
- Easy to import custom fields.
- Easy to import custom fields from CSV or Excel.
- Easy to import Text, Integer, Float, Character, Boolean, Selection, Many2one, Many2many custom fields.
- The separate group assigns to for mass import buttons view.
- You can do mass import from one view.
- The separate group assigns to for mass import buttons view.
- Import Data Using CSV/Excel.
- Skip error data and notify row no at the end of import.
- The separate group assigns to for mass import buttons view.
- Very well formated Excel and CSV files.
- Well, documentation and Videos.
- All-time support.
- No special configuration required, install it, use it.
- This module saves your important time.
- It reduces human efforts.
-
Custom fields
added into,
import product
template, import
invoice lines, import
customers/suppliers,
import variant, import
purchase order lines,
import variant, import
sale order lines from
CSV/Excel
modules.
Important Notes
- Don't remove the column from the sample sheet given, you can leave an empty column if the column is not the required type. You can see the table above for that.
- Don't change the sample sheet column sequence.
-
Don't use excel if you
don't know the column
formatting part which
is given in the sample
sheet. Use CSV in this
case. If you want to use excel and want to clear the format then please check this video.
- Add Custom Fields or Non-Exist Standard odoo fields at the end, For adding those fields pls check the custom fields section.
You can import all the things at one place. You can do mass import from one view.
The separate group assigns to for mass import buttons view.
Features
- Easy to import lot/serial picking from CSV/Excel file.
- You can transfer a lot/serial pickings from one to other locations.
- Easy to import custom fields.
Tick the group "Imports Lot/Serial Picking".
Import Lot Picking From CSV/Excel Workflow
Select "By Lots" in product 1.
The product 1 on hand qty is 0(Zero) now.
Product 1 demand qty is 10(Ten) and our done qty is 0(Zero). So we import lot/serial using the smart button that button is given besides "Done QTY".
After pressing that button this wizard opens, press the "Import Lot/Serial" button.
Select the import file type, choose the file type & select lot/serial type, and press the "Apply" button.
Success message looks like below.
After successfully imported picking our done qty is now equal to demand qty. Press the smart button that is given besides "Done QTY" to see detailed operations.
After pressing that button this wizard opens, you can see an imported lot/serial pickings here after press the "Confirm" button.
Now we press the "Validate" button and our stage is changed from ready to done.
Lot/Serial Numbers list view with imported lot/serial picking.
Now the product 1 on hand qty is changed.
Import Serial Picking From CSV/Excel Workflow
Select "By Unique Serial Number" in product 2 and the on-hand qty is 0(Zero) now.
Select the import file type, choose the file type & select lot/serial type, and press the "Apply" button.
Success message looks like below. If you choose the "Lot" in the lot/serial type and your product traceability is the Serial then it generates an alert for that and also If you choose the "Serial" in the lot/serial type and your product traceability is a Lot then it generates an alert.
Detailed operation wizard with the imported lot/serial picking.
Lot/Serial Numbers list view with imported lot/serial picking.
Now the product 2 on hand qty is changed.
Transfer Lot/Serial Picking Workflow
Select source and destination location, our product 1 qty demand is 5(five) and done qty is 0(Zero).
Press the "Import Lot/Serial" button to import lot/serial picking..
Select the import file type, choose the file type & select lot/serial type, and press the "Apply" button. When you transfer lot/serial picking, you have the option to create a lot/serial on the destination location.
After imported lot/serial pickings we validate the pickings.
Now we go to the "Locations" menu, select location & see current stock from the "Current Stock" smart button.
The "Current Stock" list view looks like this.
Your CSV/Excel format looks like below.
Your CSV/Excel format looks like below.
Features
- Easy to import invoices/bills with payment from CSV or Excel file.
- Import product by name, barcode, internal reference.
- You can import invoice with partial payment & fully paid.
- We provide "Auto Post" and "auto Payment" option while importing.
- You can download the sample file format.
Enable the "Import Invoice With Payment" group.
Click on the "Import Invoice With Payment" menu.
After that, this wizard will open enter details and apply it.
You can import invoice with the different payment method.
Success message looks like below it's shows successfully imported records and also provides list of unimported records with row number in sheet and relative details of data invalidation.
Imported data with list view.
following fields are imported.
Your CSV file format must match like below.
Your Excel/XLS file format must match like below.
Features
- Easy to import inventory from CSV or Excel file.
- Import inventory by product name, barcode & internal reference number.
First, you need to tick the "Import Inventory Without Lot/Serial Number" group to import inventory without lot/serial number.
"Import Inventory Without Lot/Serial Number" menu in operations.
When you click the "Import Inventory Without Lot/Serial Number" menu, the wizard will open that looks like below.
Success message looks like below.
Imported records tree view.
The following fields are imported, the "Product Moves" smart button shows product moves.
Product moves without lot/serial number.
Product kanban view with on-hand quantity.
Your CSV file format must match like below.
Your Excel file format must match like below.
Features
- Import products/product templates from CSV or Excel.
- You can import multiple barcodes for single products and product variants.
- Import product by Name, Barcode, Internal Reference.
- Import product image by path/URL.
- Easy to import products with stock on-hand quantity.
- Easy to import custom fields from CSV or Excel.
- Easy to import Text, Integer, Float, Character, Boolean, Selection, Many2one, Many2many custom fields.
First, you need to tick the "Import Product Template" group to import product template.
"Import Products" menu in products.
When you click the "Import Products" button, the wizard will open, here you can choose the import file type(CSV/Excel), method(create product/create or update product), product update by(Barcode/Internal Reference), remove existing(If you tick this tickbox then remove existing barcode otherwise not) and file.
Success message looks like below it shows successfully imported records and also provides a list of unimported records with row number in sheet and relative details of data invalidation.
The following fields are imported.
The following barcodes are imported.
The following fields are imported.
The following fields are imported.
The following fields are imported.
Your CSV file must match like below.
Your Excel file must match like below.
Custom fields format.
Product template import with many2many & custom selection fields.Custom fields format.
Your Excel file must match like below and You can add custom fields column after last column as shown in the below image.
Your CSV file must match like below.
Features
- You can create or update product variants by barcode, name & internal reference.
- You can import multiple barcodes for single products and product variants.
- You can identify the same name product/product variant by "Unique Identification" fields.
- Easy to import Product Variant (image, price, quantity, stock, etc) from CSV or Excel.
- Easy to import custom fields with product variants.
- You can import product images by image URL or local image path.
- Easy to import products with stock on-hand quantity.
First, you need to tick the "Import Product Variants" group to import product Variant.
"Import Product Variants" menu
When you click the "Import Product Variants" button, the wizard will open, here you can choose the import file type(CSV/Excel), method(create product/create or update product), product update by(Name/Barcode/Internal Reference), remove existing(If you tick this tickbox then remove existing barcode otherwise not) and file.
You can create or update product variants by barcode, name & internal reference.
Success message looks like below it shows successfully imported records.
The following product template fields are imported.
We see the imported product "Collar T-Shirt" fields.
Product variants.
The "Sales" tab in the product "Collar T-Shirt".
The following barcodes are imported.
You can configure the product from here.
Product variant imported succesfully.
Using the "Variant" feature you can see product variant details.
Product variant details with qty on hand & UOM.
You can see the product variant field which is imported.
The following custom fields are imported (Text, Integer, Float, Character, Boolean, Selection, Many2one, Many2many custom fields are supported).
In Attribute, Our app works only when "Variants Creation Mode" must be set "Instantly".
Your
CSV/Excel
file
format
must
match
like
below.
In
the
"Can
be
sold
&
purchased?"
take
true
by
default
if
not
provided.
In
the
"Product
type"
take
consumable
by
default
if
not
provided.
Take
the
same
name
as
ERP
in
the
"UOM".
Taxes
are
separated
by
comma(,).
Enter
the
same
text
of
selection
field
the
same
as
ERP
in
the"Invoice
policy"
otherwise
by
default
it
takes
ordered
quantities.
Variant
attributes
like
color,
size,
or
blank.
Enter
the
complete
URL
or
local
path
in
the
"Image
path/URL".
Enter
the
complete
URL
or
local
path
in
the
"Image
path/URL".
Multiple
barcodes
field.
You
can
import
any
number
of
custom
fields.
All
custom
fields
must
exist
on
the
product.product
model.
You
can
import
any
number
of
custom
fields.
All
custom
fields
must
exist
on
the
product.product
model.
Custom fields format.
Auto Create Record (Custom/Extra Fields)
Many2many fields: Many2many extra fields record auto-create option: This option useful to create a record if a record does not exist in many2many type of field. This option only applicable on custom fields or other extra fields which is not in the sample and which have a model with the only specified field as mandatory. if more than one field mandatory in the model then it can not be able to create a record.
Please tick this option during import to create record auto for many2many.
Result of auto-created record during import.
Sample sheet.
Product category field:Product category fields option useful to create a record if a record does not exist in the product category field.
Sample sheet.
Please tick this option during import to create a record auto for the product category.
Result of auto-created record during import.
Result of auto-created record during import.
Features
- Easy to import Product Variant (image, price, quantity, stock, etc) from CSV or Excel.
- Easy to import custom fields with product variants.
- You can import product images by image URL or local image path.
- Easy to import products with stock on-hand quantity.
- Easy to create and update product variants.
- Download Sample CSV or Excel file from import wizard directly.
- Very useful for mass records.
- Very well formated Excel and CSV files.
- Easy to install and use it, No more configuration required.
- This module saves your important time.
First, you need to tick the "Import Product Variants" group to import product Variant.
"Import Product Variants" menu.
After that one wizard open here you can import products with product variants From CSV/Excel.
Success message looks like below it shows successfully imported records.
The following product template fields are imported.
We see the imported product A fields.
You can configure the product from here.
Product variant imported succesfully.
Using the "Variant" feature you can see product variant details.
Product variant details with qty on hand.
You can see the product variant field which is imported.
The following custom fields are imported.
In Attribute, Our app works only when "Variants Creation Mode" must be set "Instantly".
Your CSV file format must match like below.
Your Excel file format must match like below.
Custom fields format.
Auto Create Record (Custom/Extra Fields)
Please tick this option during import to create record auto for many2many.
Result of auto-created record during import.
Sample sheet.
Product category field:Product category fields option useful to create a record if a record does not exist in the product category field.
Sample sheet.
Please tick this option during import to create a record auto for the product category.
Result of auto-created record during import.
Result of auto-created record during import.
- Easy to import csv or excel.
- Import image by path/URL.
- Custom fields added.
First you need to tick "Import Customers/Suppliers" groups in order to import customers/suppliers.
"Import Customers/Suppliers" menu in Orders.
When you click "Import Customers/Suppliers" menu, wizard will open and it's looks like below.
Success message looks like below it's shows successfully imported records and also provides list of unimported records with row number in sheet and relative details of data invalidation.
following fields are imported.
Your CSV file format must match like below.
Your Excel file format must match like below.
Custom Fields
Custom fields format.
The "GSTIN" & "Tags" custom fields are imported.
Your CSV file must match like below and You can add custom fields column after the last column as shown in the below image.
Your Excel file format looks like below.
You can choose the customers/suppliers method, if you want to create new customers/vendors then choose "create customer/vendor" & if you want to update customers/suppliers then choose "create or update customer/vendor", You can update customers/suppliers by(name, email, phone, mobile).
- Easy to import csv or excel.
- import product image by path/URL.
- Update product based on Barcode/Internal Reference.
- Import "Qty On Hand".
- Custom fields added.
First you need to tick "Import Product Template" groups in order to import product template.
"Import Products" menu in Products.
When you click "Import Products" menu, wizard will open and it's looks like below.
Success message looks like below it's shows successfully imported records and also provides list of unimported records with row number in sheet and relative details of data invalidation.
following fields are imported.
Your CSV file format must match like below.
Your Excel file format must match like below.
Custom
Fields
Custom
fields
format.
Product
template
import
with
many2many
&
custom
selection
fields.
Your
CSV
file
must
match
like
below
and
add
custom
fields
after
the
last
column.
Your
Excel
file
must
match
like
below
and
add
custom
fields
after
the
last
column.
Custom fields format.
Product template import with many2many & custom selection fields.
Your CSV file must match like below and add custom fields after the last column.
Your Excel file must match like below and add custom fields after the last column.
- Easy to import csv or excel.
- Import csv or excel
- Add product by Name, Barcode, Internal Reference
- Auto Confirm Sale option.
- Create customer if never exist option.
- Quotation/Order Number auto/as per sheet option.
First you need to tick "Import Sale Order" group in order to import sale order
"Import Sale Order" menu in Orders.
When you click "Import Sale Order" menu, wizard will open that looks like below
Success message looks like below it's shows successfully imported records and also provides list of unimported records with row number in sheet and relative details of data invalidation.
following fields are imported.
Your CSV file format must match like below.
Your Excel file format must match like below.
- Easy to import csv or excel.
- Import csv or excel
- Import product by Name, Barcode, Internal Reference.
- Custom fields added.
First you need to tick "Import Sale Order Lines" group in order to import sale order lines.
"Import Sale Order Lines" button in sale order form view.
When you click "Import Sale Order Lines" button, wizard will open that looks like below.
Success message looks like below it's shows successfully imported records and also provides list of unimported records with row number in sheet and relative details of data invalidation.
following sale order lines are imported.
Your CSV file format must match like below.
Your Excel file format must match like below.
Custom Fields
Custom fields format.
Sale order line import from CSV sheets with many2many fields.
Your CSV file must match like below and add custom fields after the last column.
Your Excel file must match like below and add custom fields after the last column.
- Easy to import csv or excel.
- Import stock inventory by product Name, Barcode, Internal Reference
- Import product by Name, Barcode, Internal Reference.
- Import Lot/Serial Number and also create new Lot/Serial Number if never exist
First you need to tick "Import Inventory With Lot/Serial Number" group in order to import stock inventory with lot/serial number
"Import Inventory With Lot/Serial Number" menu in Operations.
When you click "Import Inventory With Lot/Serial Number" menu, wizard will open that looks like below
Success message looks like below it's shows successfully imported records and also provides list of unimported records with row number in sheet and relative details of data invalidation.
Following fields are imported.
New lot/Serial Number created if never exist.
Your CSV file format must match like below.
Your Excel file format must match like below.
- Easy to import csv or excel.
- Import product by Name, Barcode, Internal Reference
- Auto Confirm Order option.
- Create vendor if never exist option.
- Reference Number auto/as per sheet option.
First you need to tick "Import purchase Order" group in order to import purchase order
"Import Purchase Order" menu in Purchase.
When you click "Import Purchase Order" menu, wizard will open that looks like below
Success message looks like below it's shows successfully imported records and also provides list of unimported records with row number in sheet and relative details of data invalidation.
following fields are imported.
Your CSV file format must match like below.
Your Excel file format must match like below.
- Easy to import csv or excel.
- Import product by Name, Barcode, Internal Reference.
- Custom fields added.
First you need to tick "Import Purchase Order Lines" group in order to import Purchase order lines.
"Import Purchase Order Lines" button in RFQ/Purchase order form view.
When you click "Import Purchase Order Lines" button, wizard will open that looks like below.
Success message looks like below it's shows successfully imported records and also provides list of unimported records with row number in sheet and relative details of data invalidation.
following Purchase order lines are imported.
Your CSV file format must match like below.
Your Excel file format must match like below.
Custom
Fields
Custom
fields
format.
Purchase
order
line
import
from
CSV
sheets
with
many2many
&
char
fields.
Your
CSV
file
must
match
like
below
and
add
custom
fields
after
the
last
column.
Purchase
order
line
import
from
Excel
sheets
with
many2many
&
char
fields.
Your
Excel
file
must
match
like
below
and
add
custom
fields
after
the
last
column.
Custom fields format.
Purchase order line import from CSV sheets with many2many & char fields.
Your CSV file must match like below and add custom fields after the last column.
Purchase order line import from Excel sheets with many2many & char fields.
Your Excel file must match like below and add custom fields after the last column.
- Easy to import csv or excel.
- Import product by Name, Barcode, Internal Reference.
- Auto Validate invoice/bill option.
- Import Customer/Vendor Credit Notes.
- Import invoice/bill.
- Invoice/Bill Number auto/as per sheetoption.
First you need to tick "Import Invoice" group in order to import Invoice.
"Import Invoice" menu in Customers.
When you click "Import Invoice" menu, wizard will open that looks like below.
Success message looks like below it's shows successfully imported records and also provides list of unimported records with row number in sheet and relative details of data invalidation.
following fields are imported.
Your CSV file format must match like below.
Your Excel file format must match like below.
When
you
click
the
"Import
Invoice"
menu,
the
wizard
will
open,
you
have
to
choose
an
account
as
per
requirement.
Your
CSV
file
format
must
match
like
below.
Your
Excel
file
format
must
match
like
below.
When you click the "Import Invoice" menu, the wizard will open, you have to choose an account as per requirement.
Your CSV file format must match like below.
Your Excel file format must match like below.
- Easy to import csv or excel.
- Import product by Name, Barcode, Internal Reference.
- Import invoice/bill lines..
- Import Customer/Vendor Credit Notes lines.
- Custom fields added.
First you need to tick "Import Invoice/Bill/Credit note Lines" group in order to import invoice/bill/credit note lines.
"Import Invoice/Credit note Lines" button in customer invoice form view.
When you click "Import Invoice/Credit note Lines" button, wizard will open that looks like below.
Success message looks like below it's shows successfully imported records and also provides list of unimported records with row number in sheet and relative details of data invalidation.
following invoice lines are imported.
You can also import customer credit note lines.
You can also import Vendor Bill lines.
You can also import vendor credit note lines.
Your csv file must match like below.
Your excel file must match like below.
Custom
Fields
Custom
fields
format.
Account
Move
Line
Import
from
CSV
sheets
with
many2many
fields.
Your
CSV
file
must
match
like
below
and
You
can
add
custom
fields
column
after
'Taxes'
column
as
shown
in
the
below
image.
Import
custom
fields
for
Bills.
Your
Excel
file
must
match
like
below
and
add
custom
fields
after
the
'Taxes'
column.
Custom fields format.
Account Move Line Import from CSV sheets with many2many fields.
Your CSV file must match like below and You can add custom fields column after 'Taxes' column as shown in the below image.
Import custom fields for Bills.
Your Excel file must match like below and add custom fields after the 'Taxes' column.
Version 16.0.1 | Released on : 16thNovember 2022
Initial
Initial Release.
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- Please Contact Us at sales@softhealer.comto request customization.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
- No, this application is not compatible with odoo.com(odoo saas).
- No, We do not provide any kind of exchange.
Multi-Languages
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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.