diff --git a/purchase/purchases/master/import.rst b/purchase/purchases/master/import.rst index 3bb457a63..bec760044 100644 --- a/purchase/purchases/master/import.rst +++ b/purchase/purchases/master/import.rst @@ -1,3 +1,124 @@ ================================== How to import supplier pricelists? -================================== \ No newline at end of file +================================== + +Introduction +============ + +Big companies use to import supplier pricelists day to day. Indeed, +prices are always changing and you need to get price up to date to deal +with a high number of products. + +To manage supplier prices on product form, read this document (:doc:`suppliers`). +Here we will show you how to import customer prices. + +Required configuration +====================== + +In purchase settings, you have 2 options: + +- Manage vendor price on the product form + +- Allow using and importing vendor pricelists + +Here we are selecting: **Allow using and importing vendor pricelists** + +.. image:: media/import05.png + :align: center + +Import vendor pricelists +======================== + +There are 2 scenarios: import the vendor pricelist for the first time, +or update an existing vendor pricelist. In both scenarios, we assume +your product list and vendor list is updated and you want to import the +price list of vendors for a given product. + +.. note:: + To understand big principle of import of data, we invite you to read related doc. + +To import a list from a document, the best pratice is to export first to +get an example of data formating and a proper header to reimport. + +.. image:: media/import07.png + :align: center + +.. image:: media/import04.png + :align: center + +Import the list for the first time +---------------------------------- + +Prepare the document +~~~~~~~~~~~~~~~~~~~~ + +In :menuselection:`Purchase --> Purchase --> Supplier Pricelists`, +export a template of document to get import/export compatible and +get the right format to import in mass. Create manually a data and export it +(:menuselection:`select --> Action --> Export`) + +.. image:: media/import07.png + :align: center + +Here is the list of fields you can import: + ++-----------------------------------------------------+---------------------------------------------------------------+----------------------------------------+ +| **Header of the document to import (csv, xls)** | **Meaning and how to get it** | **Example** | ++=====================================================+===============================================================+========================================+ +| name_id | Vendor ID -> export supplier list to get it | \_\_export\_\_.res\_partner\_12 | ++-----------------------------------------------------+---------------------------------------------------------------+----------------------------------------+ +| product_code | Vendor product Code -> free text | 569874 | ++-----------------------------------------------------+---------------------------------------------------------------+----------------------------------------+ +| price | Vendor Price -> free text | 1500 | ++-----------------------------------------------------+---------------------------------------------------------------+----------------------------------------+ +| product_tmpl_id.id | Product Template ID -> export you product list to get it | \_\_export\_\_.product_template_13 | ++-----------------------------------------------------+---------------------------------------------------------------+----------------------------------------+ +| currency_id.id | Currency -> to get it export the currency list | | ++-----------------------------------------------------+---------------------------------------------------------------+----------------------------------------+ +| date_end | End date of the price validity | 2015-10-22 | ++-----------------------------------------------------+---------------------------------------------------------------+----------------------------------------+ +| min_qty | Minimal quantity to purchase from this vendor | 2 | ++-----------------------------------------------------+---------------------------------------------------------------+----------------------------------------+ +| product_id.id | Product Variante name -> export your variant list to get it | \_\_export\_\_.product\_13 | ++-----------------------------------------------------+---------------------------------------------------------------+----------------------------------------+ +| date_start | Start date of price validity | 2015-12-31 | ++-----------------------------------------------------+---------------------------------------------------------------+----------------------------------------+ + +You obtain a document which can be imported, fill in your vendor pices + +.. image:: media/import02.png + :align: center + +Import this document in Odoo. Click on **Import** in the list view and +upload your document. You can validate and check error. Once the system +tells you everything is ok, you can import the list. + +.. image:: media/import01.png + :align: center + +.. image:: media/import06.png + :align: center + +After the import, the **Vendors** section in **Inventory** tab of the +product form is filled in. + +Update the vendor pricelist +~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +When the pricelist of your suppliers change, it is necessary to update +existing prices. + +Follow the procedure of the first scenario in order to export existing +data from :menuselection:`Purchases --> Purchase --> Vendor Pricelist`. +Select everything, and export from the **Action** menu. + +Change price, end date, add a line, change a supplier, ... and then +reimport in Odoo. Thanks to the ID, the list will be updated. Either the +id is recognized and the line is updated or the ID is not known by Odoo +and it will create a new pricelist line. + +After the import, the **Vendors** section in **Inventory** tab of the +product form is updated. + +.. image:: media/import03.png + :align: center diff --git a/purchase/purchases/master/media/import01.png b/purchase/purchases/master/media/import01.png new file mode 100644 index 000000000..0218d4028 Binary files /dev/null and b/purchase/purchases/master/media/import01.png differ diff --git a/purchase/purchases/master/media/import02.png b/purchase/purchases/master/media/import02.png new file mode 100644 index 000000000..553ee9f97 Binary files /dev/null and b/purchase/purchases/master/media/import02.png differ diff --git a/purchase/purchases/master/media/import03.png b/purchase/purchases/master/media/import03.png new file mode 100644 index 000000000..2214a85a7 Binary files /dev/null and b/purchase/purchases/master/media/import03.png differ diff --git a/purchase/purchases/master/media/import04.png b/purchase/purchases/master/media/import04.png new file mode 100644 index 000000000..373be4ab0 Binary files /dev/null and b/purchase/purchases/master/media/import04.png differ diff --git a/purchase/purchases/master/media/import05.png b/purchase/purchases/master/media/import05.png new file mode 100644 index 000000000..ff98f9b2e Binary files /dev/null and b/purchase/purchases/master/media/import05.png differ diff --git a/purchase/purchases/master/media/import06.png b/purchase/purchases/master/media/import06.png new file mode 100644 index 000000000..9c598e808 Binary files /dev/null and b/purchase/purchases/master/media/import06.png differ diff --git a/purchase/purchases/master/media/import07.png b/purchase/purchases/master/media/import07.png new file mode 100644 index 000000000..eb3ad49c7 Binary files /dev/null and b/purchase/purchases/master/media/import07.png differ