Export guide · Odoo
What to export from Odoo
Five lists from Odoo, as CSV or Excel, are enough for the health check and the order plan. Here is where each one lives and how to export it.
The five lists, and where to find them
Export these lists as CSV or Excel, as far back as your ERP allows (two years of sales is best):
Items, with their cost, unit and supplier.
Where · Inventory › Products.
Stock on hand by branch, with the minimum and maximum if you use them.
Where · Inventory › Reporting › Stock, by location.
Sales lines (or the item ledger’s sales entries), with date, branch and quantity.
Where · The lines of customer invoices, in Accounting’s journal items filtered on customer invoices.
Purchase order lines and receipts, with the dates.
Where · Purchase › Orders with their lines, and the receipts in Inventory’s moves analysis.
Suppliers, with their usual lead time.
Where · Purchase › Vendors, and the vendor pricelists for minimums and lead times.
How to export
In Odoo, open each list view, select the records, then Action › Export.
In the export window, pick the fields you see on screen or use the full export; either way works.
- Column names in English or French both work: you rename nothing.
- Report footers and totals are left out by our reader; nothing is parsed in your browser.
Send your exports for a free health check
We read them, ask you what the data cannot tell us, and send back a report of the stock you could return, sell down or stop buying, each figure as a range.
Get your free health check