System Documentation ProLasku EasyCMS

Importing stock transfer lines from Excel

Draft stock transfers can be filled from an Excel sheet — including products that do not exist yet. The Import lines from Excel button appears above the lines table only for single-location transfers (wastage, adjustments and other non-A-to-B reasons) while the transfer is still a draft. A-to-B transfers (reason "Stock transfer A2B") do not get imports — a cross-location move needs its two locations picked deliberately on the document itself.

Step by step

  1. Download the template — the same lean sheet as purchase orders: 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. Rows are classified (matched / new / pending) exactly like the product importer: a barcode that matches a product with a different name waits 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 — created during the apply step.
  4. Import — each row is applied through the transfer editor's own add-line action, so imported lines behave exactly like manual ones:
    • Empty cells fall back to the product's values; sheet values win.
    • The line's location comes from the transfer's own from/to location selectors — never from the sheet.
    • Expiry dates land on the line's best-before date, which then flows into stock when the transfer is completed and lines are confirmed.
    • Sheet sales prices / VAT update the product master data.

A progress bar and per-row log track the run; Stop halts it and the button becomes Resume. The lines table reloads when finished.

Typing a new product name directly

Typing a new product name into the product select box of the transfer editor opens the quick-create dialog (category, buy price, purchase VAT); the product is created immediately so stock movement and confirmations keep working for that line.