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Sale Order Import

sale_order_import folder_open OCA/edi open_in_new
Sales Management License: AGPL-3

This module adds support for the import of electronic RFQ or orders. This module provides the base methods to import electronic orders, and you can also plug additional formats by extending the wizard. It requires additional modules to support specific order formats:

  • module sale_order_import_ubl: adds support for Universal Business Language (UBL) RFQs and orders as:
  • XML file,
  • PDF file with an embedded XML file.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Lets users upload a customer RFQ or order file (XML or PDF with embedded XML) and automatically create or update a quotation in Odoo, matching the customer, products and prices.

This module adds an import wizard under the Sales menu called "Import RFQ or Order". Users upload a customer order or request for quotation file, choose whether it is XML or PDF, and Odoo reads the file to build a quotation.

  • If a matching draft or sent quotation already exists for the same customer and customer reference, the wizard switches to an update screen where the user can pick an existing quotation to update or create a new one.
  • The wizard shows the detected document type (RFQ or Sale Order), and lets the user choose whether prices come from the customer's pricelist or from the file itself.
  • It can automatically create missing invoice and shipping addresses for the customer, and can skip lines that fail to import, posting them as warnings in the quotation's chatter.
  • When creating an order, it checks that the customer's pricelist currency matches the order currency, and refuses to create a duplicate if an order with the same customer reference already exists.
  • When updating an existing quotation, it compares lines, updates quantities and prices, removes lines no longer present and adds new ones, and logs all changes in the chatter.
  • A confirmation option can confirm the order immediately after import.

The module works with sale.order and res.partner, and relies on companion modules to support specific XML formats such as UBL.

Depends on

sale_commercial_partnerbase_business_document_importonchange_helperpdf_xml_attachment

Required by other modules

edi_sale_input_ocasale_order_import_address_extendedsale_order_import_edifactsale_order_import_packagingsale_order_import_partner_identificationsale_order_import_ublsale_order_packaging_import

Menus it adds

sale_order_import_menu
Models and fields (2)
  • sale.order · extends an existing model
  • sale.order.import · new modelstate, sale_id (Quotation to Update), doc_type (Document Type), order_file (Request for Quotation or Order), partner_id (Customer), import_type, price_source (Apply Prices From), confirm_order, order_filename (Filename), skip_error_lines, partner_shipping_id (Shipping Address), commercial_partner_id (Commercial Entity), create_missing_invoice_partner, create_missing_shipping_partner

Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 6 confirmed, 3 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 19.0

Usage

Source · Odoo 19.0

This module adds a wizard in the sale menu named Import RFQ or Order. This wizard will propose you to select the order or RFQ file. Depending on the format of the file (XML or PDF) and the type of file (RFQ or order), it may propose you additional options.

When you import an order, if there is a quotation in Odoo for the same customer, the wizard will propose you to either update the existing quotation or create a new order (in fact, it will create a new quotation, so that you are free to make some modifications before you click on the Confirm Sale button to convert the quotation to a sale order).

Once the RFQ/order is imported, you should read the messages in the chatter of the quotation because it may contain important information about the import.

No verified information in OCA: Installation, Configuration.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.