[ADD] purchase: import vendor pricelist

closes odoo/documentation#11142

X-original-commit: 3b69030302
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: kekiss <karaekiss@yahoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>

content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst

@@ -33,12 +33,17 @@ name. Then, go to the :guilabel:`Inventory` tab, and enable the :guilabel:`Buy`
    :align: center
    :alt: Required configuration for purchasable products.
 
+.. _purchase/manage_deals/vendor-pricelist:
+
 Vendor pricelist
 ----------------
 
 In the :guilabel:`Purchase` tab of the product form, input the vendor and their price, to have this
 information auto-populate on an |RFQ| each time the product is listed.
 
+.. seealso::
+   :doc:`../products/pricelist`
+
 Default columns include :guilabel:`Quantity`, :guilabel:`Price`, and :guilabel:`Delivery Lead Time`,
 but other columns like, :guilabel:`Product Variant` or :guilabel:`Discounts`, can also be enabled.
 

content/applications/inventory_and_mrp/purchase/products.rst

@@ -7,6 +7,7 @@ Products
 .. toctree::
    :titlesonly:
 
+   products/pricelist
    products/reordering
    products/temporary_reordering
    products/uom

content/applications/inventory_and_mrp/purchase/products/pricelist.rst

@@ -0,0 +1,256 @@
+=======================
+Import vendor pricelist
+=======================
+
+Set vendor prices to auto-populate requests for quotations (RFQs) or purchase orders (POs) with the
+unit price, once the product is added, which reduces errors and saves time.
+
+In Odoo, vendor pricelists can be :ref:`added individually <purchase/products/pricelist>` on the
+product form, or :ref:`imported in bulk <purchase/products/import-pricelist>`, via an XLSX or CSV
+file.
+
+.. important::
+   Please review this :doc:`import guide <../../../essentials/export_import_data>` before uploading
+   vendor pricelists.
+
+.. _purchase/products/pricelist:
+
+On product form
+===============
+
+To manually add the vendor price on the product form, go to the :menuselection:`Purchase app -->
+Products --> Products`, and click the desired product.
+
+.. note::
+   Product forms are accessible from multiple apps, such as **Sales**, **Inventory**, and
+   **Manufacturing**.
+
+In the :guilabel:`Purchase` tab of the product form, input the vendor and their price, to have this
+information auto-populate on a request for quotation each time the product is listed.
+
+.. seealso::
+   :ref:`Vendor pricelist on product form <purchase/manage_deals/vendor-pricelist>`
+
+.. image:: pricelist/product-form-pricelist.png
+   :alt: Vendor pricelist on product form.
+
+.. _purchase/products/import-pricelist:
+
+Import vendor pricelist
+=======================
+
+To import vendor pricelists, ensure the XLSX or CSV file is accurately completed. The best way to
+obtain a correctly formatted template, including product names, references, and vendor details, is
+to first :ref:`export a pricelist <purchase/products/export-price>` from the database.
+
+Modify the exported file, as needed, then import it back into the Odoo database.
+
+.. _purchase/products/export-price:
+
+Export pricelist
+----------------
+
+To export a pricelist, go to :menuselection:`Purchase app --> Configuration --> Vendor Pricelists`.
+
+On the page, tick the checkbox(es) for the desired vendor pricelists.
+
+Then, click the :icon:`fa-cog` :guilabel:`Actions` button that appears, and choose :icon:`fa-upload`
+:guilabel:`Export` from the drop-down menu.
+
+.. image:: pricelist/export.png
+   :alt: Show selected exported fields, with the Export button visible.
+
+In the resulting pop-up window, fields listed under the :guilabel:`Fields to export` section are
+included in the exported file. To add more fields, find the desired field in the
+:guilabel:`Available fields` section, and click the :icon:`fa-plus` :guilabel:`(plus)` icon to the
+right of the field.
+
+.. note::
+   To update to existing records, tick the :guilabel:`I want to update data (import-compatible
+   export)` checkbox, and refer to the section on the :ref:`External ID
+   <purchase/products/external-id>` field.
+
+   For details on commonly-used fields for importing vendor pricelists, see the :ref:`Common fields
+   <purchase/products/common-fields>` section.
+
+Select the desired :guilabel:`Export Format`: :guilabel:`XLSX` or :guilabel:`CSV`.
+
+To save the selected fields as a template, click the :guilabel:`Template` field, and select
+:guilabel:`New template` from the drop-down menu. Type the name of the new template, and click the
+:icon:`fa-floppy-o` :guilabel:`(save)` icon. After that, the template is a selectable option when
+clicking the :guilabel:`Template` field.
+
+Finally, click :guilabel:`Export`.
+
+.. note::
+   With :ref:`developer mode <developer-mode>` turned on, the column names of the exported file
+   display the *field name* with the *technical name* in parenthesis.
+
+.. example::
+   .. figure:: pricelist/export-data.png
+      :alt: Exporting vendor pricelist.
+
+      Export vendor pricelist in XLSX format. It includes :guilabel:`Product Template` and other
+      fields in the :guilabel:`Fields to export` section.
+
+.. _purchase/products/external-id:
+
+External ID
+~~~~~~~~~~~
+
+*External ID* is a unique identifier used to update existing vendor pricelists. Without it, imported
+records create new entries, instead of updating existing ones. Including this field in the XLSX or
+CSV, indicates the line replaces an existing vendor pricelist in the Odoo database.
+
+.. example::
+   .. figure:: pricelist/duplicate-values.png
+      :alt: Show 'Ready Mat' appear twice.
+
+      `Ready Mat` appears twice because the external ID was omitted during the price update from
+      `$790` to `$780`.
+
+To look-up the :guilabel:`External ID` for a vendor pricelist, tick the :guilabel:`I want to update
+data (import-compatible export)` checkbox at the top of the :guilabel:`Export Data` pop-up window.
+
+.. note::
+   Selecting :guilabel:`External ID` from the :guilabel:`Available fields` section with the
+   :guilabel:`I want to update data (import-compatible export)` checkbox ticked results in an export
+   file with two columns containing the external ID.
+
+.. _purchase/products/common-fields:
+
+Common fields
+~~~~~~~~~~~~~
+
+Below is a list of commonly-used fields when importing vendor pricelists:
+
+.. list-table:: Field name definitions
+   :header-rows: 1
+
+   * - Field name
+     - Used for
+     - Field in Odoo database
+     - Technical name of field
+   * - Vendor
+     - The only required field for creating a vendor pricelist record. This field specifies the
+       vendor associated with the product.
+     - :guilabel:`Vendor` field in the :ref:`vendor pricelist of the product form
+       <purchase/products/pricelist>`.
+     - `partner_id`
+   * - Product Template
+     - The Odoo product the vendor pricelist entry is related to.
+     - :guilabel:`Product` field in the vendor pricelist.
+     - `product_tmpl_id`
+   * - Quantity
+     - The minimum quantity required to receive the product at the specified price.
+     - :guilabel:`Quantity` field in the vendor pricelist. (If not visible, enable it by clicking
+       the :icon:`oi-settings-adjust` :guilabel:`(settings)` icon, and tick the :guilabel:`Quantity`
+       checkbox)
+     - `min_qty`
+   * - Unit Price
+     - The purchase price for the product from the vendor.
+     - :guilabel:`Price` field in the vendor pricelist.
+     - `price`
+   * - Delivery Lead Time
+     - :ref:`Number of days <inventory/shipping_receiving/purchase-lt>` before receiving the
+       product after confirming a purchase order.
+     - :guilabel:`Delivery Lead Time` field on the vendor pricelist.
+     - `delay`
+   * - Sequence
+     - Defines the order of vendors in the pricelist when multiple vendors are available. For
+       example, if `Azure Interior` is listed first and Wood Corner second, their sequences would be
+       `1` and `2`.
+     - N/A
+     - `sequence`
+   * - Company
+     - Name of company the product belongs to.
+     - :guilabel:`Company` field in the vendor pricelist.
+     - `company_id`
+   * - :ref:`External ID <purchase/products/external-id>`
+     - Unique ID of a record used to update existing vendor pricelists.
+     - N/A
+     - `id`
+
+Import records
+--------------
+
+With a template downloaded, fill out the XLSX or CSV file with the necessary information. After
+inputting everything, import the file back into the Odoo database, by going to
+:menuselection:`Purchase app --> Configuration --> Vendor Pricelists`.
+
+On the page, click the :icon:`fa-cog` :guilabel:`(gear)` icon in the top-left corner. In the
+drop-down menu that appears, click :guilabel:`Import records`.
+
+Then, click :guilabel:`Upload File` in the upper-left corner, and after selecting the XLSX or CSV
+file, confirm the correct fields, and click :guilabel:`Import`.
+
+.. seealso::
+   - :doc:`../../../essentials/export_import_data`
+   - :ref:`Common fields <purchase/products/common-fields>`
+
+.. image:: pricelist/supplier-pricelist-example.png
+   :alt: Upload file screen.
+
+Formatting import file
+~~~~~~~~~~~~~~~~~~~~~~
+
+To understand how to format import files for vendor pricelists, consider the following example.
+
+- `Storage Box` (:guilabel:`Reference`: `E-COM08`) is sold by `Wood Corner` for `$10`.
+- `Large Desk` (:guilabel:`Reference`: `E-COM09`) has no records in the vendor pricelist.
+
+An import file is created to do the following:
+
+- Update the price for `Wood Corner` from `$10` to `$13`.
+- Add pricelist for `Storage Box`: the vendor, `Ready Mat` intends to sell the product for `$14`.
+- Add pricelist for `Large Desk`: vendor is `Wood Corner`, price is `$1299`.
+- Add pricelist for `Large Desk`: vendor is `Azure Interior`, price is `$1399`.
+
+.. list-table:: Vendor pricelist data
+   :header-rows: 1
+
+   * - id
+     - company_id
+     - delay
+     - price
+     - product_tmpl_id
+     - sequence
+     - partner_id
+   * - product.product_supplierinfo_3
+     - My Company (San Francisco)
+     - 3
+     - 13.00
+     - [E-COM08] Storage Box
+     - 4
+     - Wood Corner
+   * -
+     - My Company (San Francisco)
+     - 3
+     - 14.00
+     - [E-COM08] Storage Box
+     - 5
+     - Ready Mat
+   * -
+     - My Company (San Francisco)
+     - 2
+     - 1299.00
+     - [E-COM09] Large Desk
+     - 6
+     - Wood Corner
+   * -
+     - My Company (San Francisco)
+     - 4
+     - 1399.00
+     - [E-COM09] Large Desk
+     - 7
+     - Azure Interior
+
+.. note::
+   The *technical field name* was used to create this information.
+
+.. note::
+   Download the sample files for reference:
+
+   - :download:`Sample XLSX import file <pricelist/pricelist-example.xlsx>`
+   - :download:`Sample CSV import file <pricelist/pricelist-example.csv>`
+

content/applications/inventory_and_mrp/purchase/products/pricelist/pricelist-example.csv

@@ -0,0 +1,5 @@
+"id","company_id","delay","price","product_tmpl_id","sequence","partner_id"
+"product.product_supplierinfo_3","My Company (San Francisco)","3","13.0","[E-COM08] Storage Box","4","Wood Corner"
+"","My Company (San Francisco)","3","14.4","[E-COM08] Storage Box","5","Ready Mat"
+"","My Company (San Francisco)","2","1299.0","[E-COM09] Large Desk","6","Wood Corner"
+"","My Company (San Francisco)","4","1399.0","[E-COM09] Large Desk","7","Azure Interior"