You can import sales orders and their order lines in one go through an Excel file. That saves a lot of manual entry when you take over a batch of open orders from another system.
Download: Sales order import template (XLSX)
Importing through the Sales module
Open the Sales module and switch to the list view of your orders. Click Favorites -> Import records and upload your Excel file.
The key trick: you can add several order lines to the same order at once. In your file, put all lines of one order under the same order reference. Odoo then links each line to the correct order automatically.
Building the import file
Use one row per order line. The order details (customer, date) sit on the first row of each order; the follow-up rows repeat only the order reference plus their own product and quantity.
| Order Reference | Customer | Order Lines / Product | Order Lines / Quantity | Order Lines / Unit Price |
|---|---|---|---|---|
| SO0001 | Deco Addict | Desk | 2 | 145.00 |
| SO0001 | Desk chair | 4 | 89.00 | |
| SO0002 | Azure Interior | Conference table | 1 | 950.00 |
In this example order SO0001 gets two order lines and SO0002 a single line.
Note: make sure the product names match the products in Odoo exactly, otherwise the import cannot link the line. If you prefer working with internal references, use the external ID or internal reference instead of the product name.
Need a hand?
Stuck importing your orders? Book an Odoo scan or get in touch - we will take a look with you.