How to Import Purchase Orders in Odoo 17

Importing purchases into 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 data, which saves time in comparison to manual entry.

Importing Purchase Orders in Odoo 17

The purchase order import template must be downloaded before the purchase orders can be imported into Odoo. We can alter and change the template after downloading it, and then upload it to the Odoo database. To obtain the required import template, go to the Purchase app. Requests? Make a quote request. We can choose a record to export from the request for quotations page, and then click the actions button to make the export option visible.

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 add the fields that we wish to export from the list of accessible fields to the export area. If the template needs to be saved under a certain name, we can use it if we need to export the data more than once.

The following fields are being added at this point:

Vendor Reference: This is the vendor’s reference to the bid or sale order that was sent. This reference is put on the delivery order that the seller sends, so it is used to match products when you receive them.

Order Reference: This is the order’s distinct reference ID.

Vendor: This is the vendor for whom the PO is being prepared.

Order Deadline: This is the time limit by which the request for quotation must be verified and transformed into a purchase order.

Expected Arrival: This refers to the anticipated date of arrival of the ordered items.

• Order Lines/Product: The product that has to be added to the selling order is listed under

Order Lines/Description: Product description.

• Order Lines/Quantity: Product quantity

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

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

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

Payment Terms: Lays forth every condition related to a sales payment to help customers make correct and timely payments.

Fiscal Position: describes a system of guidelines or configurations that specify how accounting entries and taxes should be handled for certain clients or suppliers in light of their financial or tax circumstances.

Currency: This is the amount of money used in the transactions.

We can export the template by clicking the Export button once all the fields have been added. Then make necessary updates to the template.

We can select the gear icon once the purchase order template spreadsheet has been updated. choose Import records in the upper left corner of the request for quotes page.         

The option to upload the file from our system is located in the upper left corner.

File Column, Odoo Field, and Comments are used to divide the contents of the newly set purchase order template spreadsheet. From this point on, if needed, the file column can be manually allocated to the Odoo Field. We can also verify that all columns and fields are aligned correctly by clicking the Test button located in the upper-left corner. 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.

We can import the records by clicking the Import button after all errors have been corrected.

We can now access and update the freshly imported RFQ directly from the RFQ page, where we can also view it.