System Documentation ProLasku EasyCMS

Importing purchase order lines from Excel

Instead of picking products one by one, you can fill a whole draft purchase order from an Excel sheet — including products that do not exist yet. The panel is available on the purchase order editor while the order is still a draft (Import lines from Excel button above the lines table).

Step by step

  1. Download the template — rebuilt from your live data on every click. Columns: reference, name, barcode, box barcode, quantity, purchase price (net), purchase VAT (dropdown), sales price (net), sales VAT (dropdown) and expiry date. Quantities left empty default to 1. Dropdown values carry their ID (e.g. 24% - (3002) - Wine [ID: 3]) — always pick from the list, because several VAT rows can share the same percentage.
  2. Upload the filled sheet — nothing is written yet. Every row is classified: matched to an existing product (by barcode, box barcode, reference or name), a new product, or pending — the barcode matches a product but the name differs (or several products match). Pending rows wait for your decision: update the existing product, add the barcode as a multi-code row, or create a new product. A matched row whose barcode or box barcode differs from the product is applied as a multi-code row automatically, and a changed sales price is recorded as a new multi-code row carrying the new price.
  3. Pick a category for new products — unknown products are created during the apply step, so choose the default category they should get.
  4. Import — rows are applied one by one through the same action the editor uses when you add a line manually. That means:
    • Lines behave exactly like manual lines — supplier-specific pricing, coming-to-stock and consolidation all work the same way.
    • Empty cells fall back to the product's own values (buy price, VAT, barcode, unit); anything filled in the sheet wins.
    • The destination location comes from the order's own location selector at the top of the editor — never from the sheet.
    • Sheet sales prices / sales VAT update the product master data; sheet buy prices become the line's buy price.
    • Expiry dates land on the line's best-before date field (editable on the line like a manual entry).

A progress bar and a per-row log show what is happening; Stop halts the run and the button becomes Resume. When the run finishes, the lines table reloads showing every imported line with its prices.

Typing a new product name directly

You can also type a new product name straight into the product select box of the editor. A small dialog asks for the category (required), buy price and purchase VAT; the product is created immediately and the line is added with it — so receiving stock later works normally. You can complete the rest of the product's details any time from its product card.