The problem this app solves

Typing a long supplier file into a request for quotation takes time and makes mismatched products, units and repeated rows easy to miss. A bulk import is only useful if the buyer can understand what it will change before applying it.

Map CSV or Excel columns, match products using a chosen lookup order and preview each row. Correct rejected or ambiguous entries, choose how duplicates are handled and apply the reviewed plan to the draft RFQ with an import record.

Features that support your daily work

• CSV and XLSX support. Upload supplier files and select the worksheet, header, delimiter, encoding, decimal, and date settings.
• Reusable presets. Save company- or vendor-specific mappings with required fields, defaults, and an explicit product lookup order.
• Deterministic matching. Match vendor SKU, barcode, internal reference, or exact product name; ambiguous matches stop for review.
• Preview before change. See valid, warning, duplicate, and rejected rows with quantities, units, prices, taxes, dates, and correction messages.
• Explicit duplicate handling. Append, update, merge compatible rows, or replace only imported lines according to the selected mode.
• Atomic audit. Recheck file and RFQ freshness before commit, then retain the source hash, row results, affected lines, and Chatter note.

A practical example

Illustrative workflow — the available actions depend on your configuration.

A buyer receives an Excel price-and-quantity list using vendor product codes. They select a saved mapping, review the matches and correct an ambiguous row. Only after reviewing the preview do they apply the accepted lines to the draft RFQ.

Reuse supplier mappings and correct rejected rows

Purchase Import Presets keep the file format, worksheet, parsing settings, product lookup order and field mappings for a company or vendor. Unknown-product creation is disabled by default, so an unrecognized supplier code does not silently become a new product.

The batch history shows the applied result. Print the Purchase Import Summary or download Corrections CSV/XLSX with the original row data and correction messages. Sample files in the wizard give the buyer a starting format for the next import.

How it works

Open an RFQ: Start from an unlocked draft purchase order.

Upload and map: Choose the file settings and preset.

Review: Inspect matching, duplicates, and corrections.

Commit: Apply the reviewed plan transactionally.

Audit: Review the batch, report, and correction files.

See the workflow in Odoo

Explore the screens in sequence, from configuration to daily work and reporting. Each image includes a caption explaining its place in the workflow.

Start the import from a draft RFQ. Choose a supplier file and parsing settings. Map source columns to purchase fields. Review row results before changing the RFQ. Inspect the committed batch and affected lines. Print the summary and download corrections. Search and review import history.

Compatibility

Odoo: 15.0

Required native app: purchase_stock

Python packages: openpyxl, xlsxwriter

Supported editions: Community and Enterprise where the dependency is available.

Odoo Online: not supported. This release requires a standard server-side Odoo module.