Excel Import/Export/Report Demo

License: AGPL-3 OCA/server-tools Translate me on Weblate Try me on Runbot

This module provide some example use case for excel_import_export

  1. Import/Export Sales Order (import_export_sale_order)
  2. Import New Sales Orders (import_sale_orders)
  3. Sales Orders Report (report_sale_order)
  4. Print Quoation / Order (.xlsx) (report_action/sale_order)
  5. Run Partner List Report (report_action/partner_list)

Table of contents

Installation

To install this module, you need to install excel_import_export

Then, simply install excel_import_export_demo.

Usage

Example 1: Export/Import Excel on existing document

To test this use case, go to any Sales Order and use Export Excel or Import Excel in action menu.

Example 2: Import Excel Files

To test this use case, go to Settings > Excel Import/Export > Sample Import Sales Order

Example 3: Create Excel Report

To test this use case, go to Settings > Excel Import/Export > Sample Sales Report

Example 4: Printout Excel on existing document, using report action

To test this use case, go to any Sales Order and click print “Quotation / Order (.xlsx)”.

Example 5: Run Partner List Report, using report action

To test this use case, go to menu Sales > Reporting > Partner List Report

Changelog

12.0.1.0.0 (2019-08-09)

  • Add 2 new examples using report action, 1) sale_order 2) partner_list

12.0.1.0.0 (2019-02-24)

  • Start of the history

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Ecosoft

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

kittiu

This module is part of the OCA/server-tools project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.