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Smart Lines Import
mp1843d20260316192935
Smart import of lines between commercial documents (invoices, orders, quotes) with multi-criteria search, manual import and margin management.
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SmartLines Import
Search and import lines between invoices, orders and quotes in Dolibarr.
🔍 Multi-criteria search
A global search field simultaneously queries: document reference, customer reference, customer name, product, description, private/public notes and serial numbers*.
Each field can be enabled or disabled in the settings. Text-type extrafields are automatically detected.
📋 Inter-document import
From the sheet of a draft document, an "Import lines" button opens a search modal. Select the desired lines and import them with one click.
Purchase prices (HT), VAT, discounts and serial numbers are copied automatically.
✏️ Manual import
Two modes available:
- Copy/Paste from a spreadsheet (Excel, LibreOffice)
- File import CSV, TXT or XLSX
The column separator and encoding (UTF-8, Latin-1, MacRoman) are automatically detected.
📊 8 supported columns
| # | Column | Required |
|---|---|---|
| 1 | Product ref. | No |
| 2 | Description | Yes (if no ref.) |
| 3 | Quantity | Yes |
| 4 | Unit Price HT | Yes |
| 5 | VAT% | No (default: product or 20%) |
| 6 | Type | No (default: product) |
| 7 | Discount% | No |
| 8 | Purchase Price HT | No (default: 0.00) |
✅ Import simulation
Before final import, a detailed preview displays the status of each line:
- 🟢 Valid — ready to import
- 🟠 Warning — importable with info (ex: ref. not found → free line)
- 🔴 Rejected — blocking error (missing qty, invalid price…)
📖 Integrated documentation
Documentation tab in administration with HTML rendering and PDF download.
* Only if the SerialNumber module is installed
Compatible Dolibarr ≥ 16.0 — PHP ≥ 7.0
If you think this module is a fork of another one (published after the first one) or violates some terms or conditions of use (for users or vendors), you can make a report at dolistore@dolibarr.org