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Import POS Orders from Excel

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Required Apps • Point of Sale (point_of_sale)
• Discuss (mail)
• Inventory (stock)
• Invoicing (account)
Technical Name import_pos_orders_excel
License OPL-1
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Technical Name import_pos_orders_excel
License OPL-1

Introduction

Seamlessly integrate your historical or external sales data into Odoo with the Import POS Orders from Excel/CSV module. This powerful and easy-to-use tool is designed to solve the critical challenge of migrating Point of Sale transaction data without tedious and error-prone manual entry. By allowing you to bulk import complete POS orders—including customer details, products, quantities, prices, discounts, and payment information—from a simple spreadsheet, you can ensure a complete and accurate sales history within your Odoo database. This is the ideal solution for businesses transitioning to Odoo POS, consolidating data from multiple sources, or needing to import offline sales for comprehensive reporting.

Key Features

  • Import complete Point of Sale orders, including multiple product lines and payments.

  • Supports both Excel (.xlsx) and CSV (.csv) file formats for maximum flexibility.

  • Automatically maps order details to the correct POS session, customer, and salesperson.

  • Accurately imports product quantities, prices, discounts, and taxes for each order line.

  • Records payment details, including the payment method (journal) and amount.

  • Option to import orders into a specific state (e.g., Paid, Invoiced).

  • Includes a clear and easy-to-use sample file to ensure your data is formatted correctly.

  • Provides intelligent validation to catch errors before import, ensuring data integrity.

Benefits

  • Drastically simplifies the migration of historical Point of Sale data into Odoo.

  • Saves countless hours by eliminating the need for manual re-entry of past sales.

  • Ensures high accuracy of imported data for reliable sales reporting and analysis.

  • Provides a complete 360-degree view of customer purchase history.

  • Ideal for consolidating sales data from offline events or third-party POS systems.

  • Improves the efficiency of your accounting and administrative teams.

  • Empowers better business decisions with a complete and unified sales dataset.

Compatibility & Technical Details

  • Required Modules: Point of Sale (point_of_sale), Sales Management (sale_management).

  • License: OPL-1

  • Technical Name: import_pos_orders_excel

Installation:

  1. Download the module file.

  2. Place the module folder into your Odoo addons directory.

  3. Restart the Odoo server.

  4. Navigate to the 'Apps' menu, activate developer mode, and click 'Update Apps List'.

  5. Search for "Import POS Orders from Excel" and click 'Install'.

Import POS Orders form Excel

Point of Sale Orders Import App for Odoo from Excel

This app allows you to import point of sale orders from an excel file.

Main Features:

  • This module will allow you to import multiple point of sale orders from excel file.
  • Make sure you have the xlrd python library installed on your server.
  • Please note that the POS session should be in In Progress State.
  • All Point of Sales Orders which are imported from excel file state will be New/Draft.
  • Sample excel is available inside the sample folder in the module.
  • For more details see the video and below screenshots.

Following fields can be Import From Excel Columns.

  • POS ID : POS ID is used to Create a Product Line
  • Session ID : Session ID for Session order
  • Fiscal Position : Fiscal Position is show Inter State or Export
  • Order Date : Order Date show the Date of Order
  • Customer : Customer filed show the Customer Name
  • SalesPerson : SalesPerson show the SalesPerson Name
  • Product : Product Name show in Product Field
  • Quantity : Quantity for order product
  • Unit Price : Unit Price for order product
  • Discount : Discount Field show the Product Discount

Make sure you have xlrd Python module installed. https://pypi.python.org/pypi/xlrd

For more details please see Video in Live Preview section. Excel sample is available inside module.

Edition Compatibility:


Enterprise Odoo.sh Community

Wizard Menu to Import Point of Sale Order

Wizard to select Excel for Import POS

Imported Point of Sale Orders in List View after Running Wizard

Imported Point of Sale Order in Form View Sample

Sample Excel File (Also available inside Module/Sample Folder) for Import

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: [email protected]
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training 

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

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.

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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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