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[18.0][IMP] sale_import_wizard: Set fields and searches the same as v14-v16. #644
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -1,53 +1,40 @@ | ||
| .. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg | ||
| :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
| :alt: License: AGPL-3 | ||
|
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| ================== | ||
| Sale Import Wizard | ||
| ================== | ||
|
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| Module to import **Sale Orders** from Excel files, improving usability and automation in sales operations. | ||
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| * Allows importing sale orders and order lines from structured Excel files. | ||
| * Automatically validates customers, products, invoice addresses, and delivery addresses. | ||
| * Creates sale orders and order lines from imported data. | ||
| * Provides a log of errors and highlights issues in import lines. | ||
| * Quick access to imported lines and created sale orders. | ||
| .. |badge1| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png | ||
| :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
| :alt: License: AGPL-3 | ||
|
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| Key Features | ||
| ============ | ||
| |badge1| | ||
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| - Wizard to upload Excel files and import sale orders. | ||
| - Validation of imported lines, with error reporting in **Log Info**. | ||
| - Automatic creation of **Sale Orders** and **Order Lines** from import lines. | ||
| - Search, filter, and group by **Product**, **Customer**, **Invoice Address**, **Delivery Address**, and **State**. | ||
| - Statusbar and state management for import workflow (`draft`, `2validate`, `pass`, `error`, `done`). | ||
| - Tree, form, and search views for **Sale Order Import Lines** with decorations to highlight errors and processed lines. | ||
| Module to import sale orders, it allows to create sale orders. | ||
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| Configuration | ||
| ============= | ||
| **Table of contents** | ||
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| 1. Go to **Sales → Configuration → Import Sale Orders**. | ||
| 2. Upload an Excel file using the column names in the **Help** tab. | ||
| 3. Click **Validate** to check imported lines. | ||
| 4. Click **Process** to create sale orders from valid lines. | ||
| .. contents:: | ||
| :local: | ||
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| Bug Tracker | ||
| =========== | ||
|
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| Bugs are tracked on `GitHub Issues | ||
| <https://github.com/avanzosc/sale-addons/issues>`_. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us improve it by providing detailed feedback. | ||
| Bugs are tracked on `GitHub Issues <https://github.com/avanzosc/sale-addons/issues>`_. | ||
| In case of trouble, please check there if your issue has already been reported. | ||
| If you spotted it first, help us to smash it by providing a detailed and welcomed | ||
| feedback. | ||
|
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| Do not contact contributors directly about support or help with technical issues. | ||
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| Credits | ||
| ======= | ||
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| Authors | ||
| ------- | ||
| ~~~~~~~ | ||
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| * AvanzOSC | ||
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| Contributors | ||
| ------------ | ||
| ~~~~~~~~~~~~ | ||
|
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| * Ana Juaristi <anajuaristi@avanzosc.es> | ||
| * Alfredo de la Fuente <alfredodelafuente@avanzosc.es> |
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Por que borras la descripcion del readme?