[IMP] purchase: Update import.rst to 12.0
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==========================
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Import supplier pricelists
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==========================
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===================
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Introduction
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============
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Import vendors pricelists
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Big companies use to import supplier pricelists day to day. Indeed,
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prices are always changing and you need to get price up to date to deal
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with a high number of products.
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===================
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To manage supplier prices on product form, read this document (:doc:`suppliers`).
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Here we will show you how to import customer prices.
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It is key for companies to be able to import vendors pricelists to stay
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up to date on products pricing.
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Required configuration
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======================
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Configuration
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In purchase settings, you have 2 options:
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==========
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- Manage vendor price on the product form
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For this feature to work, go to :menuselection:\`Purchases -->
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Configuration → Settings\` and tick the box in front of “Vendor
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Pricelists”.
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- Allow using and importing vendor pricelists
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Don’t forget to save your settings in the top left corner.
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Here we are selecting: **Allow using and importing vendor pricelists**
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|image0|
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.. image:: media/import05.png
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:align: center
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Import a pricelist
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Import vendor pricelists
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========================
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=============
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There are 2 scenarios: import the vendor pricelist for the first time,
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or update an existing vendor pricelist. In both scenarios, we assume
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your product list and vendor list is updated and you want to import the
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price list of vendors for a given product.
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To import go to Purchase -> Vendor Pricelists
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.. todo::
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note when import page has been written To understand the principles of import of data, we invite you to read the following document.
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Load your file, then you can check if everything is correct before
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clicking import.
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To import a list from a document, the best pratice is to export first to
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get an example of data formating and a proper header to reimport.
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See below a template of the columns used.
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.. image:: media/import07.png
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:align: center
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|image1|
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.. image:: media/import04.png
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:align: center
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`*Template
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download* <https://docs.google.com/spreadsheets/d/1N8c_eejLV_8NhYMGCfZau_oGCnRkUIT9nwdX7n0shhY/edit#gid=964193981>`__
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Import the list for the first time
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----------------------------------
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Prepare the document
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~~~~~~~~~~~~~~~~~~~~
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In :menuselection:`Purchase --> Purchase --> Supplier Pricelists`,
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export a template of document to get import/export compatible and
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get the right format to import in mass. Create manually a data and export it
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(:menuselection:`select --> Action --> Export`)
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.. image:: media/import07.png
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:align: center
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Here is the list of fields you can import:
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+-----------------------------------------------------+---------------------------------------------------------------+----------------------------------------+
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| **Header of the document to import (csv, xls)** | **Meaning and how to get it** | **Example** |
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+=====================================================+===============================================================+========================================+
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| name_id | Vendor ID -> export supplier list to get it | \_\_export\_\_.res\_partner\_12 |
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+-----------------------------------------------------+---------------------------------------------------------------+----------------------------------------+
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| product_code | Vendor product Code -> free text | 569874 |
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+-----------------------------------------------------+---------------------------------------------------------------+----------------------------------------+
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| price | Vendor Price -> free text | 1500 |
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+-----------------------------------------------------+---------------------------------------------------------------+----------------------------------------+
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| product_tmpl_id.id | Product Template ID -> export you product list to get it | \_\_export\_\_.product_template_13 |
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+-----------------------------------------------------+---------------------------------------------------------------+----------------------------------------+
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| currency_id.id | Currency -> to get it export the currency list | |
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+-----------------------------------------------------+---------------------------------------------------------------+----------------------------------------+
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| date_end | End date of the price validity | 2015-10-22 |
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+-----------------------------------------------------+---------------------------------------------------------------+----------------------------------------+
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| min_qty | Minimal quantity to purchase from this vendor | 2 |
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+-----------------------------------------------------+---------------------------------------------------------------+----------------------------------------+
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| product_id.id | Product Variante name -> export your variant list to get it | \_\_export\_\_.product\_13 |
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+-----------------------------------------------------+---------------------------------------------------------------+----------------------------------------+
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| date_start | Start date of price validity | 2015-12-31 |
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+-----------------------------------------------------+---------------------------------------------------------------+----------------------------------------+
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You obtain a document which can be imported, fill in your vendor pices
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.. image:: media/import02.png
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:align: center
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Import this document in Odoo. Click on **Import** in the list view and
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upload your document. You can validate and check error. Once the system
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tells you everything is ok, you can import the list.
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.. image:: media/import01.png
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:align: center
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.. image:: media/import06.png
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:align: center
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After the import, the **Vendors** section in **Inventory** tab of the
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product form is filled in.
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Update the vendor pricelist
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~~~~~~~~~~~~~~~~~~~~~~~~~~~
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When the pricelist of your suppliers change, it is necessary to update
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existing prices.
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Follow the procedure of the first scenario in order to export existing
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data from :menuselection:`Purchases --> Purchase --> Vendor Pricelist`.
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Select everything, and export from the **Action** menu.
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Change price, end date, add a line, change a supplier, ... and then
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reimport in Odoo. Thanks to the ID, the list will be updated. Either the
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id is recognized and the line is updated or the ID is not known by Odoo
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and it will create a new pricelist line.
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After the import, the **Vendors** section in **Inventory** tab of the
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product form is updated.
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.. image:: media/import03.png
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:align: center
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