Name: CBMS ERP Import Product Variant from CSV/Excel file - Advance
SKU: sh_import_product_var
Availability: InStock

Description

Community
Enterprise
CBMS.sh

Import Product Variant
from CSV/Excel file –
Advance

heading

Do you want to import
products with product
variants From CSV/Excel?
This module helps to
import products with
product variants from the
CSV or Excel files. This
module provides a
facility to import custom
fields also. It
will auto-create or
update product and
product variant with
image, price, quantity,
stock, etc from
CSV/Excel. You can
identify the same name
product/product variant
by “Unique
Identification” field.

Related Modules

heading

All In One
Import

Advance

All In One Basic
Import

Hot Features

heading

Import
custom fields.

Create
product variants.

Update
product variants.

Import
variant extra
price.

Update
variant attributes.

Update
variant attributes
values.

Features

heading

You can create or
update product
variants by barcode,
name & internal
reference.
You can identify the
same name
product/product
variant by “Unique
Identification”
fields.
Easy to import Product
Variant (image, price,
quantity, stock, etc)
from CSV or Excel.
Easy to import custom
fields with product
variants.
You can import product
images by image URL or
local image path.
(Local
URL means URL of
your CBMS ODOO server
files location,
please note it is
not your CBMS ODOO user
local system
path.)
Easy to import
products with stock
on-hand quantity.
Easy to create and
update product
variants.
Download Sample CSV or
Excel file from import
wizard directly.
Very useful for mass
records.
Very well formated
Excel and CSV files.
Easy to install and
use it, No more
configuration
required.
This module fluently
work with multiple
company.
This module saves your
important time.

First, you
need to tick
the “Import
Product
Variants”
group to
import
product
Variant.

“Import
Product
Variants”
menu.

After that
one wizard
open here you
can import
products with
product
variants From
CSV/Excel.

You can
create or
update
product
variants by
barcode, name
& internal
reference.

Success
message looks
like below it
shows
successfully
imported
records.

The following
product
template
fields are
imported.

We see the
imported
product
“Collar
T-Shirt”
fields.

Product
variants.

The “Sales”
tab in the
product
“Collar
T-Shirt”.

You can
configure the
product from
here.

Product
variant
imported
succesfully.

Using the
“Variant”
feature you
can see
product
variant
details.

Product
variant
details with
qty on hand &
UOM.

You can see
the product
variant field
which is
imported.

The following
custom fields
are imported
(Text,
Integer,
Float,
Character,
Boolean,
Selection,
Many2one,
Many2many
custom fields
are
supported).

In Attribute,
Our app works
only when
“Variants
Creation
Mode” must be
set
“Instantly”.

About
Fields

Column	Product Model	Field Name	Description	Required
A	Product template (product.template)	Unique Identification	You can identify the same name product/product variant by “Unique Identification” field.	Yes
B	Product template (product.template)	Name	Define the product/product variant name.	Yes
C	Product template (product.template)	Can Be Sold?	It takes true by default if not provided.	No
D	Product template (product.template)	Can be Purchased?	It takes true by default if not provided.	No
E	Product template (product.template)	Product Type	In the “Product type” take consumable by default if not provided.	No
F	Product template (product.template)	Category	It takes default category if not provided.	No
G	Product template (product.template)	Unit of Measure	Take the same name as ERP in the “UOM”.	No
H	Product template (product.template)	Purchase Unit of Measure	Take the same name as ERP in the “UOM”.	No
I	Product template (product.template)	Customer Taxes	Taxes are separated by comma(,). You have to provide customer tax here.	No
J	Product template (product.template)	Vendor Taxes	Taxes are separated by comma(,). You have to provide vendor tax here.	No
K	Product template (product.template)	Description for Customers	You have to write a product description here.	No
L	Product template (product.template)	Invoicing Policy	Enter the same text of selection field the same as ERP in the”Invoice policy” otherwise by default it takes ordered quantities.	No
M	Product template (product.template)	Sales Price	You have to enter the product sales price here.	No
N	Product template (product.template)	Cost	You have to enter the product cost here.	No
O	Product variant (product.product)	variant Attributes	You have to enter the product variant attributes.	No
P	Product variant (product.product)	Attribute Values	You have to enter the product attribute values.	No
Q	Product variant (product.product)	Internal Reference	You have to enter the product internal reference number.	No
R	Product variant (product.product)	Barcode	You have to enter the product barcode number.	No
S	Product variant (product.product)	Weight	You have to enter the product weight.	No
T	Product variant (product.product)	Volume	You have to enter the product volume.	No
U	Product variant (product.product)	Qty On Hand	You have to enter the product on hand quantity.	No
V	Product variant (product.product)	Image path/url	Enter the complete URL or local path in the “Image path/URL”.	No
W	Product variant (product.product) / Product template (product.template)	Custom Fields	You can import custom fields from here. Please go to the “Custom Fields” tab for more details.	No

General
Notes:

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.

Watch
Video

Your
CSV/Excel
file format
must match
like
below.
In the “Can
be sold &
purchased?”
take true by
default if
not
provided.
In the
“Product
type” take
consumable by
default if
not
provided.
Take the same
name as ERP
in the
“UOM”.

Taxes are
separated by
comma(,).
Enter the
same text of
selection
field the
same as ERP
in
the”Invoice
policy”
otherwise by
default it
takes ordered
quantities.

Variant
attributes
like color,
size, or
blank.

Enter the
complete URL
or local path
in the “Image
path/URL”

Enter the
complete URL
or local path
in the “Image
path/URL”.
You can
import any
number of
custom
fields.
All custom
fields must
exist on the
product.product
model.

You can
import any
number of
custom
fields. All
custom fields
must exist on
the
product.product
model.

You can
import
variant-wise
cost.
(Latest
updates)

Custom Fields / Non
Existing Standard
Fields

Do you want to import
fields which is
created by any custom
modules, CBMS ODOO studio,
or standard CBMS 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 “W”.

Videos

Many2one Custom
Fields

Many2many Custom
Fields

Selection Custom
Fields

Custom Fields
Basics Fields

Many2many
fields:Many2many
extra fields record
auto-create option:
This option useful
to create a record
if a record does
not exist in
many2many type of
field. This option
only applicable on
custom fields or
other
extra fields which
is not in the
sample and which
have a model with
the only specified
field as mandatory.
if more than one
field mandatory in
the model then it
can not be able to
create a record.

How
it works?
click here
to watch
video

Please tick this
option during
import to create
record auto for
many2many.

Result of
auto-created record
during import.

Sample sheet.

Product category
field:Product
category fields
option useful to
create a record if
a record does not
exist in the
product category
field.
Sample sheet.

Please tick this
option during
import to create a
record auto for the
product category.

Result of
auto-created record
during import.

Version 15.0.2 | Released on : 23 October 2021

Fixed

Minor Bug Fixed.

Version
15.0.1 |
Released
on : 10 October
2021

Initial

Initial
Release.

Is this
app
compatible
with
CBMS
Community
as well
as
Enterprise?

Yes,
this
app
works
perfectly
with
CBMS
Enterprise
(CBMS.sh
&
Premise)
as
well
as
Community.

Is this
app
compatible
with
CBMS’s
Multi-Company
Feature?

Yes,
This
app
is
compatible
with
CBMS’s
Multi-Company
Feature.

I want
some
customization
in this
app.
How can
I
request
it?

Please
Contact
Us
at
sales@mycbms.comto
request
customization.

Do i
get
free
support?

Yes,
we
provide
free
support
for
100
days.

Do i
get
free
updates?

Yes,
you
will
get
free
update
for
lifetime.

Do we
need to
install
any
additional
libraries/modules
for
using
this
module?

No,
you
don’t
need
to
install
addition
libraries.

Do I
have to
buy my
module
for
each
version?

Yes,
You
have
to
download
module
for
each
version
(13,14,15)
except
in
version
12
or
lower.

What If
I
purchase
Module
In
Wrong
Version
Can I
exchange
Module
With
Other
Versions?

No,
We
do
not
provide
any
kind
of
exchange.

Please
mail us
for
support on
support@mycbms.com

Multi-Languages

heading

We have added predefined
some languages(English,
German / Deutsch, Arabic,
Spanish / Espanol, French
/ Francais, Chinese) in
module, If you want to
add other language you
can contact us on support@mycbms.com.
We use google translator
tools for multi-languages
so possible translations
can be not accurate. we
accept suggest to make
more accurate
translations also on support@mycbms.com.