ERPNext Purchasing(Open Source):Data Import from Excel & CSV-Part 08-How to Import Request for Quotation from CSV & Excel File in ERPNext

Simple demo on How to Import various data from Excel & CSV in ERPNext

What is ERPNext?

Free and Open Source Enterprise Resource Planning (ERP). ERPNext includes the following areas for managing businesses:

  1. Accounting
  2. Warehouse Management
  3. CRM
  4. Sales
  5. Purchase
  6. HRMS
  7. Project Management
  8. Support
  9. Asset Management
  10. Quality Management
  11. Manufacturing
  12. Website Management
  13. Customise ERPNext

ERPNext is built on the Frappe Framework, a full-stack web app framework built with Python & JavaScript.

Where is Repository?

Here is the link for Repository

https://github.com/frappe/erpnext

Where is the Official Website?

https://frappe.io/erpnext

How can I quickly Install and Run on MacOS/Ubuntu/Windows

Here are Step by Step Instructions to Quickly run ERPNext with Docker Compose on Ubuntu, For Windows there will be separate article. For MacOS refer below article.

“https://medium.com/free-or-open-source-software/erpnext-open-source-erp-install-and-run-with-docker-compose-on-macos-1c5d234d034a

mple demo on How to Import various data from Excel & CSV in ERPNext

What is ERPNext?

Free and Open Source Enterprise Resource Planning (ERP). ERPNext includes the following areas for managing businesses:

  1. Accounting
  2. Warehouse Management
  3. CRM
  4. Sales
  5. Purchase
  6. HRMS
  7. Project Management
  8. Support
  9. Asset Management
  10. Quality Management
  11. Manufacturing
  12. Website Management
  13. Customise ERPNext

ERPNext is built on the Frappe Framework, a full-stack web app framework built with Python & JavaScript.

Where is Repository?

Here is the link for Repository

https://github.com/frappe/erpnext

Where is the Official Website?

https://frappe.io/erpnext

How can I quickly Install and Run on MacOS/Ubuntu/Windows

Here are Step by Step Instructions to Quickly run ERPNext with Docker Compose on Ubuntu, For Windows there will be separate article. For MacOS refer below article.

“https://medium.com/free-or-open-source-software/erpnext-open-source-erp-install-and-run-with-docker-compose-on-macos-1c5d234d034a

Part 01 of the Article:

ERPNext(Open Source):Data Import from Excel & CSV-Part 01-How to Import Sales Quotation from CSV & Excel File

Part 02 of the Article:

ERPNext CRM(Open Source):Data Import from Excel & CSV-Part 02-How to Import Leads from CSV & Excel File

Part 03 of the Article:

ERPNext Purchasing(Open Source):Data Import from Excel & CSV-Part 03-How to Import Material Request from CSV & Excel File

Part 04 of the Article:

ERPNext Accounting(Open Source):Data Import from Excel & CSV-Part 04-How to Import Accounting Journal Entries from CSV & Excel File

Part 05 of the Article:

ERPNext Projects(Open Source):Data Import from Excel & CSV-Part 05-How to Import Projects from CSV & Excel File in ERPNext

Part 06 of the Article:

ERPNext Projects(Open Source):Data Import from Excel & CSV-Part 06-How to Import Project Tasks from CSV & Excel File in ERPNext

Part 07 of the Article.

ERPNext Accounting(Open Source):Data Import from Excel & CSV-Part 07-How to Import GL Accounts from CSV & Excel File in ERPNext

Let’s start step by step business process.

Kindly note that this Article does not include Configuration & Master data creation, It will only give you Quick Overview of how you can import various data in ERPNext from Excel or CSV File.

Step 01: Click on Import data

Step 02: Click on add data Import.

Step 03: Choose Document type Request for Quotation.

Step 03.1 Choose Import New Records

Step 04: Click on save. If you want direct submit then tick on submit after import option.

Step 05: Prepare You data in Excel or CSV Format and Choose your file location and click on upload.

Step 6: Click on Start Import.

Step 7: Click on back button or refresh the page and you will see record submitted if option for submit is opted in previous step.

Step 8: Scroll down to check the uploaded records and click any of the record.

Step 09: Now you can see details of Request for quotation.

Here is screencast on How to Import Request for Quotation from Excel & CSV in ERPNext.

Stay Tuned for Next part.