Import Picking From Excel or CSV

Entering large receipts or deliveries with lots or serials line by line takes long. This module adds a wizard in Inventory that reads an Excel or CSV file and creates the picking with its moves, optionally assigning lot or serial numbers. It offers a sample file to download and works on receipts, deliveries and internal transfers. Warehouse teams save time and avoid typing errors.

1. 1

   Open the import wizard

   From the Inventory menu the user opens the import picking wizard, a popup with file and option fields.

   • Menu under Inventory
   • Wizard: import.picking
2. 2

   Download the sample file

   The Download Sample File button serves a sample XLS or CSV attachment so the user knows the required columns.

   • Button: Download Sample File
   • CSV or XLS sample
3. 3

   Fill the file

   The user lists products (by name, code or barcode), quantities and optionally lot or serial numbers. One row per move line.

   • Product by Barcode, Code or Name
   • Quantity
   • Lot/Serial optional
4. 4

   Choose file type and picking options

   The wizard asks for file type (CSV or XLS), picking type, source and destination locations and how to identify products.

   • Fields: Select, Picking Type, Locations
   • Option: Barcode/Code/Name
   • Upload file
5. 5

   Import

   Clicking Import runs import_picking, which creates the stock.picking and moves. The system validates data and reports missing products or wrong types.

   • Button: Import
   • Errors listed
   • Picking created in draft
6. 6

   Assign lots and confirm

   lot_assign fills lot or serial numbers on the move lines and action_confirm confirms the picking so it can be validated in the standard flow.

   • Lots created if missing
   • Standard validate afterwards

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