Dear vtiger enthusiasts,

Here is the user manual for our quick import plugin for Sales Order module of vtiger.

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Vtiger CRM by default does not have the import and export option for inventory records. Hence the vTigress team started out by making a tool for importing and exporting inventory records. As a by product of this, we were able to create what are called quick import plug-ins for Sales order, Purchase order, Quotes and Invoice module on vtiger.

Presenting the Purchase order quick import plug in for vtiger5.4 that imports the mandatory fields and handles error records also.

Features

  • Works with vtiger CRM5.4
  • SO Import is a quick import for Sales order records
  • vtiger5.4 compatible
  • Module manager installable
  • Simple import of all records with the click of a button
  • Error handling of bad imports

 SO (sales order) Quick Import installation

  • Go to the vtiger instance and login with the specified credentials.
vtiger installation manual

vtiger admin page

  • The home page is as shown below. Go to CRM settings in the right corner and click on module manager.
vtiger installation guide

vtiger instance page

  • Now click on custom module and then click on Import new.
vtiger installation guide

Settings Page

  • Click on choose file and import a Sales Import zip file from the Computer and click on import.

    vtiger installation manual

    Import a Zip file

  • Now accept the license click on yes.

    vtiger installation manual

    Accept the license

  • Now go back to home page and click on “More” and choose “Sales order” from the list. Now it redirects to screen been shown. Then you wil see a “SO Import” button available for importing SO records.
    vtiger installation manual

    Verify the SO Import Plugin

    Import the Sales order records from the excel file

  • As shown in the picture click on ‘SO Import’ button and import a excel file with sales order module records which contains only mandatory fields.

    vtiger 5.4 installation manual

    Choose an excel file

  • Confirm the import of the excel file.

    vtiger installation guide

    Confirm the import

  • When it is a good file, the results will be as shown below. All records are fine without any errors.
vtiger 5.4 user guide

Verify the recorded imports.

  • This screen shows a bad file with error records, which is not approved, in the CRM hence colored in red.

    vtiger installation manual for sales module

    Check the error records.

  • Now refresh the page and see all the correct records imported on the screen.
vtiger user manual

Refresh the page.

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