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Import Lot-Serial Picking From CSV/Excel File

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This module imports lot/serial picking from CSV/Excel files in a single click. You can transfer a lot/serial pickings from one location to other locations. When you transfer lot/serial picking, you have the option to create a lot/serial on the destination location. You can import custom fields from CSV or Excel.

Features

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  • Easy to import lot/serial picking from CSV/Excel file.
  • You can transfer a lot/serial pickings from one to other locations.
  • Easy to import custom fields.
  • This module saves your important time.

Tick the group "Imports Lot/Serial Picking".


Import Lot Picking From CSV/Excel Workflow

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Select "By Lots" in product 1.


The product 1 on hand qty is 0(Zero) now.


Product 1 demand qty is 10(Ten) and our done qty is 0(Zero). So we import lot/serial using the smart button that button is given besides "Done QTY".


After pressing that button this wizard opens, press the "Import Lot/Serial" button.


Select the import file type, choose the file type & select lot/serial type, and press the "Apply" button.


Success message looks like below.


After successfully imported picking our done qty is now equal to demand qty. Press the smart button that is given besides "Done QTY" to see detailed operations.


After pressing that button this wizard opens, you can see an imported lot/serial pickings here after press the "Confirm" button.


Now we press the "Validate" button and our stage is changed from ready to done.


Lot/Serial Numbers list view with imported lot/serial picking.


Now the product 1 on hand qty is changed.


Import Serial Picking From CSV/Excel Workflow

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Select "By Unique Serial Number" in product 2 and the on-hand qty is 0(Zero) now.


Select the import file type, choose the file type & select lot/serial type, and press the "Apply" button.


Success message looks like below. If you choose the "Lot" in the lot/serial type and your product traceability is the Serial then it generates an alert for that and also If you choose the "Serial" in the lot/serial type and your product traceability is a Lot then it generates an alert.


Detailed operation wizard with the imported lot/serial picking.


Lot/Serial Numbers list view with imported lot/serial picking.


Now the product 2 on hand qty is changed.


Transfer Lot/Serial Picking Workflow

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Select source and destination location, our product 1 qty demand is 5(five) and done qty is 0(Zero).


Press the "Import Lot/Serial" button to import lot/serial picking..


Select the import file type, choose the file type & select lot/serial type, and press the "Apply" button. When you transfer lot/serial picking, you have the option to create a lot/serial on the destination location.


After imported lot/serial pickings we validate the pickings.


Now we go to the "Locations" menu, select location & see current stock from the "Current Stock" smart button.


The "Current Stock" list view looks like this.


About Fields

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Column Inventory Model Field Name Description Required
A Lots/Serial Numbers (stock.lot) Lot/Serial Number You have to write a Lot/Serial Number here. Yes
B Lots/Serial Numbers (stock.lot) Quantity You have to write a Quantity here. No
C Lots/Serial Numbers (stock.lot) Custom Fields You can import custom fields from here. Please go to the "Custom Fields" tab for more details. No

General Notes

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1) Don't remove the column from the sample sheet given, you can leave an empty column if the column is not the required type. You can see the table above for that.

2) Don't change the sample sheet column sequence.

3) Please don't use excel if you don't know the very well sheet formatting which is given in the sample sheet. Use CSV for hassle-free import without format issue. If you want to use excel and want to clear the format then please check this video.

4) Add Custom Fields or Non-Exist Standard odoo fields at the end, For adding those fields pls check the custom fields section.
Watch Video


Your CSV/Excel format looks like below.


Your CSV/Excel format looks like below.


Custom Fields / Non Existing Standard Fields

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Do you want to import fields which is created by any custom modules, odoo studio, or standard odoo fields which are not present inside the sample sheet provided in the module? You can add all those kinds of fields in the sheet at the end after the sample sheet fields it means from column "C".

Videos

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Version 16.0.1 | Released on : 28th October 2022

Initial Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
  • No, this application is not compatible with odoo.com(odoo saas).
  • Yes, we provide free support for 100 days.
  • Yes, you will get free update for lifetime.
  • Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
Import Lead from CSV/Excel file v16

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