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How to create sales order with Bulk upload method with about 100 steps

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Vishram General Trading L.L.C

Dear Members, We get new enquiries of 100+skus . Adding them one by one from Catalog and selecting will be a hassle, Is there any smart way to upload them in bulk with template . It will be a great help to me 

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Codesphere Tech

Hello
Do you want to add product directly into sale order line from file?

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Cybrosys Techno Solutions Pvt.Ltd
Best Answer
Hi,

Odoo provides options to handle large quotations with 100+ SKUs more efficiently than manually adding products one by one. A common approach is to use Odoo's Import Records feature, which allows you to prepare an Excel or CSV file containing product information such as the product reference, quantity, unit price, and description, and then import the data directly into the quotation or sales order lines.

For businesses that frequently receive large enquiries, maintaining a standard spreadsheet template can significantly speed up the quotation creation process. If customers already provide their requests in Excel format, the same file can often be reused with minor adjustments before importing into Odoo. This reduces manual data entry, saves time, and helps minimize errors when processing large numbers of products.


Hope it helps

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Zehntech Technologies Inc.
Best Answer

Hello, 

Yes, this can be handled in Odoo without manually adding each SKU one by one.

A common approach is to prepare a CSV/Excel template containing the product references, quantities, and other required details, then import the Sales Order lines in bulk. This is especially useful when dealing with enquiries containing 100+ SKUs.

Depending on your Odoo version and workflow, this can be achieved either through Odoo's native import functionality or with a small customization to streamline the process further.

Hope this works for you! If you need any help implementing this or want a more optimized approach, feel free to reach out for further discussion.

Regards,

Zehntech Technologies Inc.

santosh.sekwadia@zehntech.com

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