In this chapter, we will look at a specific example of importing a price list item from Excel. For the general principles of Excel imports, we recommend reading the first chapter - Introduction. Excel imports are available from the Business plan and above.
The Excel import for the price list, as well as other imports, can be found at Tools -> Import -> Import from Excel.
Recommendation: If you already have existing price list cards in Flexi, you can export them (Items -> Price List) and use them as a template for subsequent imports.
We will now proceed to importing a specific price list item from Excel.
We will be importing the following file: cenik_vzor.xlsx
Since the Excel file contains column headers, check the option "Ignore the first row (column names)" when selecting columns.
Warning: The order of the columns selected for import must exactly match the order of the columns in the Excel file.
Code/abbreviation - The code/abbreviation of the given item; a unique identifier. Required field.
Name - The name of the given item. Text string (max. 255 characters).
Unit of measure - The unit of measure for the given item; references the units of measure code list. Enter the code of the unit of measure as the identifier.
Selling price - The selling price of the given item. Whether this price is exclusive or inclusive of VAT is determined by the price type mentioned below. The remaining part of the price is calculated based on it.
Price type - The price type of the item. Determines which type is used as the default. Possible values:
typCeny.bezDph
typCeny.sDph
typCeny.sDphKoef
EAN - The barcode of the given item. Using a scanner, it can then be used to load items into selected documents.
Text string.
Description - A description of the given item. Text string (max. 255 characters).
VAT rate - The VAT rate applicable to the given item. Possible values:
typSzbDph.dphOsv
typSzbDph.dphSniz
typSzbDph.dphSniz2
typSzbDph.dphZakl
Product group - The product group to which the given item belongs. Enter the code of the relevant product group. This can be found in the Items -> Product Groups register.
Stock type - The stock type of the given item. Possible values:
typZasoby.zbozi
typZasoby.material
typZasoby.nedvyroba
typZasoby.polotovar
typZasoby.vyrobek
typZasoby.zvire
typZasoby.sluzba
typZasoby.poplatek
Stock item - Is the item a stocked product? Yes/No.
Boolean value (Yes = 1; No = 0).
Purchase price - The purchase price of the given item (excluding VAT).
Default price - The default price of the given item (purchase/default).
Possible values:
typCenyVychozi.nakCena
typCenyVychozi.zadna
Batch tracking - Should batches be tracked for this item? Yes/No.
Boolean value (Yes = 1; No = 0).
Expiry tracking - Should expiry dates be tracked for this item? Yes/No.
Boolean value (Yes = 1; No = 0).
Weight (net) - The weight of the given item in the specified unit of measure. Text string (enter numeric values).
Weight unit - The unit of measure for the weight of the given item.
Warranty - The warranty period of the given item. Enter numeric values.
Warranty unit - The unit of measure for the warranty period (year/month/day).
Possible values:
mjZaruky.rok
mjZaruky.mesic
mjZaruky.den
All properties of the price list item record can be found at:
https://demo.flexibee.eu/c/demo/cenik/properties
After clicking the "Ok" button in the column selection dialog, a window will appear showing data types and column properties. Among other things, the required special values for each column can be found here.
After confirming the properties of the imported columns, a window will appear showing a summary of how many newly created or updated records will be added to the relevant registers.
If the import does not complete successfully and the Excel file needs to be adjusted, a window should appear displaying specific errors and, if applicable, the option to send an error report to Flexi support.
If the import completes successfully, the newly imported records will appear in the price list (Items -> Price List).