[IMP] sales: updated import products doc for 16

closes odoo/documentation#7112

X-original-commit: ca1554271b
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

content/applications/sales/sales/products_prices/products/import.rst

@@ -1,43 +1,256 @@
-===================================================
-How to import Products with Categories and Variants
-===================================================
+===============
+Import products
+===============
 
-Import templates are provided in the **Import Tool** of the most common data to
-import (contacts, products, bank statements, etc.).
-You can open them with any spreadsheet software (Microsoft Office,
-OpenOffice, Google Drive, etc.).
+Odoo *Sales* provides a template for importing products with categories and variants, which can be
+opened and edited with any spreadsheet software (Microsoft Excel, OpenOffice, Google Sheets, etc.).
 
-How to customize the file
-=========================
+When this spreadsheet is filled out properly, it can be quickly uploaded to the Odoo database. When
+uploaded, those products are instantly added, accessible, and editable in the product catalog.
 
-* Remove columns you don't need. However, we advise you to not remove the *ID* column (see
-  why below).
-* Set a unique ID to every single record by dragging down the ID sequencing.
-* Don't change the labels of columns you want to import. Otherwise, Odoo won't recognize
-  them anymore, and you will have to map them on your own in the import screen.
-* Feel free to add new columns, but the fields need to exist in Odoo. If Odoo fails
-  in matching the column name with a field, you can match it manually when importing
-  by browsing a list of available fields.
+Import template
+===============
 
+In order to import products with categories and variants, the *Import Template for Products*
+**must** be downloaded. Once downloaded, the template can be adjusted and customized, and then
+uploaded back into the Odoo database.
 
-Why an “ID” column?
-===================
+To download the necessary import template, navigate to :menuselection:`Sales app --> Products -->
+Products`. On the :guilabel:`Products` page, click the :guilabel:`⚙️ (gear)` icon in the upper-left
+corner. Doing so reveals a drop-down menu.
 
-The ID is a truly unique identifier for the line item. Feel free to use one from your
-previous software to ease the transition into Odoo.
+From this drop-down menu, select the :guilabel:`Import records` option.
 
-Setting an ID is not mandatory when importing, but it helps in many cases:
+.. image:: import/gear-import-records-option.png
+   :align: center
+   :alt: The Import records option selectable from the gear icon on the Products page in Odoo Sales.
 
-* Update imports: you can import the same file several times without creating duplicates.
-* Import relation fields (see here below).
+Selecting :guilabel:`Import records` reveals a separate page with a link to download the
+:guilabel:`Import Template for Products`. Click that link to download the template.
 
-How to import relation fields
-=============================
+.. image:: import/import-template-products.png
+   :align: center
+   :alt: The Import records option selectable from the gear icon on the Products page in Odoo Sales.
 
-An Odoo object is always related to many other objects (e.g., a product is linked
-to product categories, attributes, vendors, etc.). To import those relations, you need to
-import the records of the related object first from their own list menu.
+Once the template download is complete, open the spreadsheet file to customize it.
 
-You can do this using the name of the related record or its ID. The ID is expected when
-two records have the same name. In such a case, add " / ID" at the end of the column title
-(e.g., for product attributes: Product Attributes / Attribute / ID).
+Customize product import template
+=================================
+
+When the import template has been downloaded and opened, it's time to modify its contents. However,
+before any changes are made, there are a few elements to keep in mind during the process:
+
+- Feel free to remove any columns that aren't deemed necessary. But, it is *strongly* advised that
+  the :guilabel:`Internal Reference` column remains.
+
+  While it's not mandatory, having a unique identifier (e.g. `FURN_001`) in the :guilabel:`Internal
+  Reference` column for each product can be helpful in many cases. This can even be from previous
+  software spreadsheets to ease the transition into Odoo.
+
+  For example, when updating imported products, the same file can be imported several times without
+  creating duplicates, thus enhancing the efficiency and simplicity of imported product management.
+- Do **not** change the labels of columns that are meant to be imported. Otherwise, Odoo won't
+  recognize them, forcing the user to map them on the import screen manually.
+- Feel free to add new columns to the template spreadsheet, if desired. However, to be added, those
+  fields **must** exist in Odoo. If Odoo can't match the column name with a field, it can be matched
+  manually during the import process.
+
+  During the import process of the completed template, Odoo reveals a page showcasing all the
+  elements of the newly-configured product template spreadsheet, separated by :guilabel:`File
+  Column`, :guilabel:`Odoo Field`, and :guilabel:`Comments`.
+
+  To manually match a column name with a field in Odoo, click the :guilabel:`Odoo Field` drop-down
+  menu next to the :guilabel:`File Column` that needs a manual adjustment, and select the
+  appropriate field from that drop-down menu.
+
+  .. image:: import/odoo-field-dropdown-menu.png
+     :align: center
+     :alt: The Odoo Field drop-down menu next to a Field Column that needs to be manually adjusted.
+
+Import product template spreadsheet
+===================================
+
+After customizing the product template spreadsheet, return to the Odoo product import page, where
+the template download link is found, and click the :guilabel:`Upload File` button in the upper-left
+corner.
+
+.. image:: import/upload-file-button.png
+   :align: center
+   :alt: The upload file button on the import products template download page in Odoo Sales.
+
+Then, a pop-up window appears, in which the completed product template spreadsheet file should be
+selected and uploaded to Odoo.
+
+After that, Odoo reveals a page showcasing all the elements of the newly-configured product template
+spreadsheet, separated by :guilabel:`File Column`, :guilabel:`Odoo Field`, and :guilabel:`Comments`.
+
+.. image:: import/import-a-file-page.png
+   :align: center
+   :alt: The import a file page in Odoo Sales after a product template has been uploaded.
+
+From here, the :guilabel:`File Column` can be manually assigned to an :guilabel:`Odoo Field`, if
+necessary.
+
+To make sure everything is appropriate, and all the columns and fields are lined up accurately,
+click the :guilabel:`Test` button in the upper-left corner.
+
+If everything is lined up and applied correctly, Odoo reveals a blue banner at the top of the page,
+informing the user that :guilabel:`Everything seems valid`.
+
+.. image:: import/everything-seems-valid-message.png
+   :align: center
+   :alt: The everything seems valid message that appears if file columns are entered correctly.
+
+If there are any errors, Odoo reveals a red banner at the top of the page, with instructions of
+where to locate the specific issues, and how to fix them.
+
+.. image:: import/import-error-message.png
+   :align: center
+   :alt: The import error message that appears if file columns don't match an Odoo Field.
+
+Once those errors are fixed, click :guilabel:`Test` again to ensure all necessary issues have been
+remedied appropriately.
+
+If additional product template spreadsheets need to be uploaded, click the :guilabel:`Load File`
+button, select the desired product template spreadsheet, and repeat the process.
+
+When everything is ready, click the :guilabel:`Import` button.
+
+When clicked, Odoo instantly imports those products, and reveals the main :guilabel:`Products` page,
+with a pop-up message in the upper-right corner. This pop-up message informs the user how many
+products were successfully imported.
+
+.. image:: import/successful-import-popup.png
+   :align: center
+   :alt: The pop-up window that appears after a successful product import process in Odoo Sales.
+
+At this point, all the newly-imported products are accessible and editable via the
+:guilabel:`Products` page.
+
+Import relation fields, attributes, and variants
+================================================
+
+It's important to note that an Odoo object is always related to many other objects. For example, a
+product is linked to product categories, attributes, vendors, and things of this nature. These
+links/connections are known as relations.
+
+.. note::
+   In order to import product relations, the records of the related object **must** be imported
+   *first* from their own list menu.
+
+Relation fields
+---------------
+
+On product forms in Odoo, there are a number of fields that can be modified and customized at any
+time. These fields are found under every tab on a product form. While these fields are easily
+editable directly on the product form, they can also be modified via a product import.
+
+As mentioned, relation fields of this nature can **only** be imported for products if they already
+exist in the database. For example, if a user attempts to import a product with a *Product Type*, it
+can only be one of the preconfigured product types existing in the database (e.g. *Storable
+Product*, *Consumable*, etc.).
+
+To import information for a relation field on a product import template spreadsheet, add the name of
+the field as a column name/title on the spreadsheet. Then, on the appropriate product line, add the
+desired relation field option.
+
+When all desired relation field information has been entered, save the spreadsheet, and import it
+to the database, per the process mentioned above (:menuselection:`Sales app --> Products -->
+Products --> ⚙️ (gear) icon --> Import records --> Upload File`).
+
+Once the spreadsheet with the newly-configured relation field information has been uploaded, click
+:guilabel:`Import`, and Odoo returns to the :guilabel:`Products` page.
+
+When the newly-changed/modified products, complete with the new relation field information, has been
+imported and uploaded, that new information can be found on the :guilabel:`Products` page.
+
+Attributes and values
+---------------------
+
+Odoo also allows users to import product attributes and values that can be used for products that
+already exist in the database, and/or with imported products.
+
+To import attributes and values, a separate spreadsheet or CSV file dedicated to attributes and
+values **must** be imported and uploaded before they can be used for other products.
+
+The column names/titles of the attributes and values spreadsheet should be as follows:
+:guilabel:`Attribute`, :guilabel:`Display Type`, :guilabel:`Variant Creation Mode`, and
+:guilabel:`Values / Value`.
+
+.. image:: import/attributes-and-values-spreadsheet.png
+   :align: center
+   :alt: An attributes and values spreadsheet template for imports.
+
+- :guilabel:`Attribute`: name of the attribute (e.g. `Size`).
+- :guilabel:`Display Type`: display type used in the product configurator. There are three display
+  type options:
+
+  - :guilabel:`Radio`: values displayed as radio buttons
+  - :guilabel:`Selection`: values displayed in a selection list
+  - :guilabel:`Color`: values denoted as a color selection
+
+- :guilabel:`Variant Creation Mode`: how the variants are created when applied to a product. There
+  are three variant creation mode options:
+
+  - :guilabel:`Instantly`: all possible variants are created as soon as the attribute, and its
+    values, are added to a product
+  - :guilabel:`Dynamically`: each variant is created **only** when its corresponding attributes and
+    values are added to a sales order
+  - :guilabel:`Never`: variants are **never** created for the attribute
+
+    .. note::
+       The :guilabel:`Variants Creation Mode` **cannot** be changed once the attribute is used on at
+       least one product.
+
+- :guilabel:`Values/Value`: values pertaining to the corresponding attribute. If there are multiple
+  values for the same attribute, the values need to be in individual lines on the spreadsheet.
+
+Once the desired attributes and values have been entered and saved in the spreadsheet, it's time to
+import and upload it into Odoo. To do that, navigate to :menuselection:`Sales app --> Configuration
+--> Attributes --> ⚙️ (gear) icon --> Import records --> Upload File`.
+
+Once the spreadsheet with the newly-configured attributes and values has been uploaded, click
+:guilabel:`Import`, and Odoo returns to the :guilabel:`Attributes` page. That's where those
+newly-added attributes and values can be found and edited, if necessary.
+
+As mentioned previously, when attributes and values have been added to the Odoo database, they can
+be used for existing or imported products.
+
+Product variants
+----------------
+
+When product attributes and values are configured in the database, they can be used on product
+import spreadsheets to add more information and detail to products being imported.
+
+To import products with product attributes and values, the product import template spreadsheet must
+be configured with specific :guilabel:`Product Attributes / Attribute`, :guilabel:`Product
+Attributes / Values`, and :guilabel:`Name` columns.
+
+There can be other columns, as well, but these columns are **required** in order to properly import
+products with specific variants.
+
+.. image:: import/product-attribute-spreadsheet-import.png
+   :align: center
+   :alt: Product variants spreadsheet with product attributes and variants for import purposes.
+
+- :guilabel:`Name`: product name
+- :guilabel:`Product Attributes / Attribute`: name of attribute
+- :guilabel:`Product Attributes / Values`: values pertaining to the corresponding attribute
+
+.. tip::
+   To import multiple values, separate them by *just* a comma, **not** a comma followed by a space,
+   in the product import template spreadsheet (e.g. `furniture,couch,home`).
+
+When the desired products and product variants have been entered and saved in the spreadsheet, it's
+time to import and upload them into Odoo. To do that, navigate to :menuselection:`Sales app -->
+Products --> Products --> ⚙️ (gear) icon --> Import records --> Upload File`.
+
+Once the spreadsheet with the newly-configured products and product variants has been uploaded,
+click :guilabel:`Import`, and Odoo returns to the :guilabel:`Products` page. That's where the
+newly-added products can be found.
+
+To view and modify the attributes and variants on any products, select the desired product from the
+:guilabel:`Products` page, and click the :guilabel:`Attributes \& Variants` tab.
+
+.. seealso::
+   :doc:`variants`