diff --git a/purchase/purchases/master/import.rst b/purchase/purchases/master/import.rst index 7cb014c20..3256f7d71 100644 --- a/purchase/purchases/master/import.rst +++ b/purchase/purchases/master/import.rst @@ -1,124 +1,43 @@ -========================== -Import supplier pricelists -========================== +=================== -Introduction -============ +Import vendors pricelists -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. +It is key for companies to be able to import vendors pricelists to stay +up to date on products pricing. -Required configuration -====================== +Configuration -In purchase settings, you have 2 options: +========== -- Manage vendor price on the product form +For this feature to work, go to :menuselection:\`Purchases --> +Configuration → Settings\` and tick the box in front of “Vendor +Pricelists”. -- Allow using and importing vendor pricelists +Don’t forget to save your settings in the top left corner. -Here we are selecting: **Allow using and importing vendor pricelists** +|image0| -.. image:: media/import05.png - :align: center +Import a pricelist -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. +To import go to Purchase -> Vendor Pricelists -.. todo:: - note when import page has been written To understand the principles of import of data, we invite you to read the following document. +Load your file, then you can check if everything is correct before +clicking import. -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. +See below a template of the columns used. -.. image:: media/import07.png - :align: center +|image1| -.. image:: media/import04.png - :align: center +`*Template +download* `__ -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 +.. |image0| image:: ./media/image4.png + :width: 2.46875in + :height: 1.64583in +.. |image1| image:: ./media/image2.png + :width: 6.50000in + :height: 2.43056in diff --git a/purchase/purchases/master/media/import01.png b/purchase/purchases/master/media/import01.png index 0218d4028..f9510ae02 100644 Binary files a/purchase/purchases/master/media/import01.png 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 index 553ee9f97..b18c06701 100644 Binary files a/purchase/purchases/master/media/import02.png 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 deleted file mode 100644 index 2214a85a7..000000000 Binary files a/purchase/purchases/master/media/import03.png and /dev/null differ diff --git a/purchase/purchases/master/media/import04.png b/purchase/purchases/master/media/import04.png deleted file mode 100644 index 373be4ab0..000000000 Binary files a/purchase/purchases/master/media/import04.png and /dev/null differ diff --git a/purchase/purchases/master/media/import05.png b/purchase/purchases/master/media/import05.png deleted file mode 100644 index ff98f9b2e..000000000 Binary files a/purchase/purchases/master/media/import05.png and /dev/null differ diff --git a/purchase/purchases/master/media/import06.png b/purchase/purchases/master/media/import06.png deleted file mode 100644 index 9c598e808..000000000 Binary files a/purchase/purchases/master/media/import06.png and /dev/null differ diff --git a/purchase/purchases/master/media/import07.png b/purchase/purchases/master/media/import07.png deleted file mode 100644 index eb3ad49c7..000000000 Binary files a/purchase/purchases/master/media/import07.png and /dev/null differ