In this chapter, we will focus on a specific example of importing from Excel into the Received Order Items register. Received orders are used to record binding requests from your customers, and you can use them to create outgoing advance invoices, invoices, sales receipts, and delivery notes. More information about received orders can be found in our documentation.
This guide, however, does not cover importing received orders themselves, but rather their line items. These can only be created once the received order they will be imported into already exists.
Excel imports are available for the Business and Premium plans.
Received order item imports are available in the Tools module (Tools -> Import -> Import from Excel -> Received Order Items).
Recommendation: If you already have existing order items in Flexi that are similar to the items you intend to import, the exported Excel file of the existing items can be used as a template for the import. You can export to Excel using the double-arrow icon.
You will then need to select the columns to export and check the option – Export in a format suitable for import.
We will now move on to importing received order items. We will be importing the following file: Obj.přijatéPoložky_vzor.xlsx
Since the Excel file contains column headers, check the option "Ignore first row (column names)" when selecting columns.
Note: The order of columns selected for import must exactly match the order of columns in the Excel file.
Below we will explain what value each column should contain.
Business document - the internal number of the received order into which you want to import the items. Required field.
Order - represents the sequence of items (if there are multiple) within a single order.
Price list code - if the item is a price list item, enter its code from the price list here.
Label - the label for the given item, a text field.
Name - the name of the given item, a text field.
Quantity - the quantity of the given item.
Unit price - the unit price of the given item; must be specified.
Total [CZK] - represents the total price (Unit price * Quantity) plus the applicable VAT rate.
Base [CZK] - the tax base in CZK for the given item. Does not need to be entered — it is calculated automatically based on the Unit price, Quantity, and VAT [%] fields.
VAT [%] - the VAT rate as a percentage. Enter as a number (e.g. 21).
Item type - the type of the given item. A special value must be entered.
Possible values are:
typPolozky.obecny
typPolozky.katalog
typPolozky.ucetni
typPolozky.text
VAT rate type - the rate type. A special value must be entered.
Possible values are:
typSzbDph.dphOsv
typSzbDph.dphSniz
typSzbDph.dphSniz2
typSzbDph.dphZakl
Item discount [%] - represents the percentage discount off the selling price.
EAN - a special code that enables working with a barcode scanner.
Note - provides a more detailed description.
Warehouse - the warehouse from which the item is to be issued. Only fill in if the item is a stock item.
Price level - select an existing price level.
All properties of the received order items register can be found at:
https://demo.flexibee.eu/c/demo/objednavka-prijata-polozka/properties
After selecting the relevant columns, click the "Ok" button and a table will appear showing the data types and properties of the selected columns.
After clicking "OK", select the file to import and confirm your agreement to import the records.
If the order item import is successful, the new or updated items will appear on the relevant received order (they can also be found in the Sales -> Document Item Overviews -> Received Order Items) register.
If the import fails and the Excel file needs to be corrected, a window should appear displaying the specific errors, or offering the option to send an error report to Flexi support.