CBMS ERP Import Product Variant from CSV/Excel file – Advance

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Description

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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.

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


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.

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.

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.


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

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

  • 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.


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@mymycbms.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@mymycbms.com.

english
germany
arab
spanish
Chinese
French

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