Import vendor pricelist¶

Set vendor prices to auto-populate requests for quotations (RFQs) or purchase orders (POs) with the unit price, once the product is added, which reduces errors and saves time.

In Odoo, vendor pricelists can be added individually on the product form, or imported in bulk, via an XLSX or CSV file.

On product form¶

To manually add the vendor price on the product form, go to the Purchase app ‣ Products ‣ Products, and click the desired product.

In the Purchase tab of the product form, input the vendor and their price, to have this information auto-populate on a request for quotation each time the product is listed.

Import vendor pricelist¶

To import vendor pricelists, ensure the XLSX or CSV file is accurately completed. The best way to obtain a correctly formatted template, including product names, references, and vendor details, is to first export a pricelist from the database.

Modify the exported file, as needed, then import it back into the Odoo database.

Export pricelist¶

To export a pricelist, go to Purchase app ‣ Configuration ‣ Vendor Pricelists.

On the page, tick the checkbox(es) for the desired vendor pricelists.

Then, click the Actions button that appears, and choose Export from the drop-down menu.

In the resulting pop-up window, fields listed under the Fields to export section are included in the exported file. To add more fields, find the desired field in the Available fields section, and click the (plus) icon to the right of the field.

Select the desired Export Format: XLSX or CSV.

To save the selected fields as a template, click the Template field, and select New template from the drop-down menu. Type the name of the new template, and click the (save) icon. After that, the template is a selectable option when clicking the Template field.

Finally, click Export.

Example

External ID¶

External ID is a unique identifier used to update existing vendor pricelists. Without it, imported records create new entries, instead of updating existing ones. Including this field in the XLSX or CSV, indicates the line replaces an existing vendor pricelist in the Odoo database.

Example

To look-up the External ID for a vendor pricelist, tick the I want to update data (import-compatible export) checkbox at the top of the Export Data pop-up window.

Common fields¶

Below is a list of commonly-used fields when importing vendor pricelists:

Import records¶

With a template downloaded, fill out the XLSX or CSV file with the necessary information. After inputting everything, import the file back into the Odoo database, by going to Purchase app ‣ Configuration ‣ Vendor Pricelists.

On the page, click the (gear) icon in the top-left corner. In the drop-down menu that appears, click Import records.

Then, click Upload File in the upper-left corner, and after selecting the XLSX or CSV file, confirm the correct fields, and click Import.

Formatting import file¶

To understand how to format import files for vendor pricelists, consider the following example.

• Storage Box (Reference: E-COM08) is sold by Wood Corner for $10.

• Large Desk (Reference: E-COM09) has no records in the vendor pricelist.

An import file is created to do the following:

• Update the price for Wood Corner from $10 to $13.

• Add pricelist for Storage Box: the vendor, Ready Mat intends to sell the product for $14.

• Add pricelist for Large Desk: vendor is Wood Corner, price is $1299.

• Add pricelist for Large Desk: vendor is Azure Interior, price is $1399.