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Invoicebus for Export

thank you [Music] hey everyone welcome back to another video so let's discuss about how to Import and Export customer invoices and printer will in order 60. the purpose of importing customer invoices and vendor bill is to efficiently and accurately and the large volumes of financial transactions into the system Odo is an Erp software that helps business to manage various assets of their operations including accounting and finances you can export and import a customer invoices and when your best friend sales and purchase module perspectively I am going to give you an example of importing and exporting of customer invoices earthquake happens through accounting modules so let me get into the accounting module and when you go to the customers under that you can choose the invoices here we can see different invoices and we can download the entire invoices by clicking on this export icon so this will export all the fields that are currently available here now if you want to applaud the customer invoice uh then you can just click on upload uh so that this would let you to choose the file from your system and you can upload this uh to the record set of uh like uh to the customer invoices so if you want to export 13 Fields you can uh just export that for that you have to choose one of the customer invoice as you choose one of the customer invoice when they list of customer invoices you can see a button cons action will be triggered here now when you click on export this would let you to add the export so we can export the data in different format such as it can be XLS format and CSV format and here we can also choose like I want to update the data import compact table so this uh would let you to like no manual mapping of fields are required there if you enable uh like I want to update a the data import compactable export and you can also see that it will get the external ID and you can change uh using external ID and import data create without creating any duplicate data and here let me show you an example for that so let me remove all the fields right now from here and I only require certain field so I want a partner field right now in order to add the pattern name so here just uh search for partner so you can see we can see the partner this will be the customer in the invoice uh I mean in the customer invoice and you can also get the payment term so here we can choose different payment terms are there in order to make the payment for the customers so you can just search for the payment terms that you will get that here you can see the payment term with its field name as payment term ID and uh after that I need to get the journal items so let me search for the journal items and you can see the John lava here and certain fields are shown in bold color because they will be considering as a header of uh the yeah the data that we want to uh import at export now I also need to get the currency so you can choose that and here I only need to get the yeah if you want to get the customer uh ID or name you can choose that so let me uh choose the currency that is uh with its ID or name and now I also need to get some mandatory details such as the informations available in invoice so let me search for uh invoice line so you can add invoice lines directly over here or you can just unfold this invoice lines and this would allow you to add different records such as account that is in the invoice and we also need to get uh the uh product okay let me search for the product so this will be in uh yeah alphabetic orderly and you can easily get all the details at us in the invoice so I need to get the product details that is in the invoice so let me choose uh the invoice lines and now after this only I need to get the Account Details uh okay so that's we have added like so and now I need to know the quantity of the product so in order to get the quantity of the product uh in the invoice you can choose that field so as you choose that paint uh like you can select it from uh by clicking on plus icon so that that field will be moving from the available fields and to the side of fields to export and you can see as we have added a field that field will be shown in team plus icon now you also need to get the unit of measurement of each product so let me just drag down and I need to get the unit price as well as the unit uh of measurement so let me drag down and here you can see you can add the unit of measures that we used in the invoice lines and unit price now I'm going to export uh the fields so you just click on export field and this would allow you to export the data now you can see as we have exported with the compactable data you can see uh the fields name will be shown as partner ID invoice terms if you are not mapping this compactable data then you might be getting the header in the direct way that we have given in the customer invoice like uh customer name uh payment terms journal and Dot and I don't really need this ID so let me remove this field right now you can just delete this field and here you can change the name of partner so let me uh change it as Joby and here you can set uh a payment term Let It Be 15. days and again also uh see the journal associated with our customer invoice will be always customer invoices and you can see the uh currency and if you want to uh get other product details you can get that or you can add a new product over here so let me add a new uh product which is Mike So currently Mike is a new product that I'm going to add and let me add a invoice line uh account that to be affected in the invoice line and you can also give the uh invoice line quantity and you can set uh the unit So currently I'm you are taking the unit of measurement has units and you can also set uh the price of this so let me set it as sixth uh I mean 60 and yeah we have that much field only now let me save this data and you can either use the XLS format or anything we have I mean we are converting with the XLS data now you can just applaud this so in order to upload this you can just go to uh the order platform and let me close this session and before that if you want to get this certain field with a particular template you can get a particular template for this so let's see how can we create a new template in order to create uh this fields for a particular template you can just click on new template and here you can give the name of the template so let it be customer invoices so um I could use this template as many as times I want and I can also make a manipulations like I can either modify the data by adding or removing the fields that I want so let me uh choose customer invoice as the name and you can just click on save so we can see uh when you choose this you can see that certain Fields have added into a template so we can use this at any time now when you just go to new you can see a new uh as a template that contains certain fields and when you want to get other certainties you can choose custom invoices so that will be containing please we need fields and now let me close this okay now let's see how can we import all the fields that we have exported now in order to do that you may dive into the favorites and choose import records and this would allow you to upload a file that means we are going to upload a file uh now you can go to the downloads and here you would be able to see the journey that we have downloaded and you can just open that file and as we have choose the field as um compatible uh I mean a compactable uh updation of data you can see the fields are automatically updated here and here we also need to give the currency name okay that hasn't uh mapped yet so you can choose the currency over here and let me click on test and you can see we have certain error click no matching record found for your company job in field uh like uh partner at multiple records and here we can choose different options we can either skip our code so that that our code will be skipping and if you want to create a new value print this you can choose that so let me create a new value and uh here you can see no matching form for 15 days payment because like we haven't given any payment term and we are creating a new payment term so you can choose either skip this or sit that field as empty or prevent a import of this record or create this as a new value and here we can also see we don't have a product mic in the invoice line and we are giving a new product as mic so I need to create a new value again and now let me uh click on test again now you can see everything seems to be valid because we are creating a new record for all these things at nav we can import the invoice and just click on import and this would allow you to import the data so once you import the data you can see that uh imported data or record will be created in draft State even if the imported record might be a confirmed invoice okay witness is used in a situation where we might be moving our set of Records or set of customer advisors from the previous device to a new device um and so while uploading this data we can make a closed check in the data and you can see uh finally a record has imported with all the products that we have created and you can see all the details that we have added in the invoice lines and uh from here you can also see a new product mic is automatically configured here and you can also set uh the product type and talk directly from uh the importing of data currently uh I haven't used those fields to set the product type add-ons so that's why it is set as a j mobile product and if you want to change the type of product here you can change it as storable and you can just save and let me back and you can see we have done with the importing and exporting of customer invoices and finally you can just confirm your invoice so this is how we manage with the importing and exporting of customer invoices in o260 and you can see the principles under winter tab so here we can see all the printables that are currently available you can either directly download the entire printables that are currently available in the odoo platform by clicking on this icon this is what you allow you to get the eventable So currently you can see we have three vendables that are exported right now so let me save this in Excel format and you can also applaud this file so this is not for importing the interpols that we have this is just to upload the record set of the vendor bill that we have so when you uh just use that file and click on the files that you want to upload just open that and you can see a file is applauded which is being digitalized but you can see we may not get the proper details such as the winter Bill reference number Winter name build the durate reference activity tags and many more details that we want to view in this wins so let's see how can we Import and Export that so for that you can choose one of the build from this list and as you choose the bill you can see an action button is automatically triggered here and you can just click on export and this would allow you to export the file we can export the files into format that can be CSV or xlsx okay and we can also say that the fields that are currently available and the fields to export and if you want to update the data that is import compatible and Export compactably you can enable this so the advantage of using uh update data import compatible and Export is that will create the external ID and you can make changes using external ID and import data without creating duplication in the director as well as you don't need any manual intervention for mapping of the required feed now you can also create a template for this and you can save that so we have already discussed about how to create a template so you can watch the customer invoices video to see that now I have already created a template for my intervals so these are the fields that are currently available I mean that I need to export uh which is a partner ID and a part uh payment terms a journal currency invoice lines and accounts uh like the product in the invoice lines the quantity in the invoice lines any unit of measurement so when I click on export you can see that a file will be uh just exported uh with all the fields uh that I have just used and I don't require this ID field so let me remove this and you can see the partner ID invoice payment terms ID Journal everything is shown here the headers are shown in uh like field ID names because we have Set uh to update the data compatible uh like import compatible and Export compact table now let's see how can we uh import The Venture bill so in order to import your interpret let me change the uh name of the partner and let me plot a new data so let me give the partner name as Joel and let me save this so once you save this you can just navigate into the order platform to see how can you import a data in order to import a data you can just move on to the favorites and click on import records this would allow you to import the event of it now you can choose the file that you want to import Just Josie file which is journal entry and let me open that and uh you can see all the fields are mapped here automatically because we have set update data import compatible and Export okay so let me click on test and you can see a few errors are shown here because we are choosing a new partner in the winter because we are just importing a new partner as well as new record set into the older platform so here you can see we don't have a partner called Joel so we can either prevent this import or we can set that field as empty or we can just skip that report trip importing also we can create a new record so if I'm choose a create a new value then a new partner will be created there now let me click on test and you can see everything seems to be valid and let's click on import and you can see one record has imported there and we have got all the details that is the amount or the tax included the tax excluded and every state once you've just applaud a vendor bill or a data you can see that that will be in its trap State and you can just click on confirm by setting build date and you can see this is pretty cool and easy to just add a vendor um details so let me click on and confront this and you can see an employee will be automatically created here with its uh name so this is how we manage in the importing and exporting of vendables in Odo 16. that's all about the video thank you for watching