59
edits
Module Imports from Excel: Difference between revisions
Jump to navigation
Jump to search
m
no edit summary
(Page created) |
mNo edit summary |
||
| Line 1: | Line 1: | ||
Component part of the [https://www.opigi.com/sito/doliwm-ecosystem/ DOLYWM – ECOSYSTEM project], allows you to create rows for any document from an Excel spreadsheet | |||
* of standard Dolibarr modules (Quotes, Orders, Invoices, etc.) | *of standard Dolibarr modules (Quotes, Orders, Invoices, etc.) | ||
* of external (by third-party) modules that require the use of rows (Advanced Warehouse Management, Advanced Shipments, etc.) (*) | *of external (by third-party) modules that require the use of rows (Advanced Warehouse Management, Advanced Shipments, etc.) (*) | ||
By creating specific references, which define which columns to use for individual pieces of information (Code, prices, etc.), you can use any Excel spreadsheet to create rows. | By creating specific references, which define which columns to use for individual pieces of information (Code, prices, etc.), you can use any Excel spreadsheet to create rows. | ||
| Line 8: | Line 8: | ||
The module’s functions also allow you to: | The module’s functions also allow you to: | ||
* Import Extrafields | *Import Extrafields | ||
* Use a column (or an Extrafield) to identify the product (e.g., the Part Number) | *Use a column (or an Extrafield) to identify the product (e.g., the Part Number) | ||
* Insert complex logic to identify the product (e.g., if column X contains the value “Y,” take the code from the first N characters of the code from column Z; otherwise, …) | *Insert complex logic to identify the product (e.g., if column X contains the value “Y,” take the code from the first N characters of the code from column Z; otherwise, …) | ||
* Insert complex logic to import rows | *Insert complex logic to import rows | ||
== Setup == | ==Setup== | ||
The following single setting is possible: | The following single setting is possible: | ||
| Line 20: | Line 20: | ||
Enter the list of such contexts in the field, separated by “,” | Enter the list of such contexts in the field, separated by “,” | ||
== Usage == | ==Usage== | ||
=== Reasons management === | ===Reasons management=== | ||
The logic with which the various columns of the Excel spreadsheet are used to create rows can be defined in the reason codes. | The logic with which the various columns of the Excel spreadsheet are used to create rows can be defined in the reason codes. | ||
| Line 49: | Line 49: | ||
Finally, you can create a list of fields to: | Finally, you can create a list of fields to: | ||
* Import any extrafields into the rows | *Import any extrafields into the rows | ||
* Define a column (or extrafield) to be used to identify the product<br /> | *Define a column (or extrafield) to be used to identify the product<br /> | ||
The information to be used for this purpose is: | The information to be used for this purpose is: | ||
| Line 64: | Line 64: | ||
'''Extrafield:''' This defines whether the field is a “standard” column of the row or an extrafield | '''Extrafield:''' This defines whether the field is a “standard” column of the row or an extrafield | ||
=== Usage === | ===Usage=== | ||
For a series of objects (customer/supplier proposals, customer/supplier orders, customer/supplier invoices, third-party objects), the [Import from Excel] button appears. | For a series of objects (customer/supplier proposals, customer/supplier orders, customer/supplier invoices, third-party objects), the [Import from Excel] button appears. | ||
When pressed, the following prompts appear: | When pressed, the following prompts appear: | ||
* Select the reason to use | *Select the reason to use | ||
* The Excel file to import | *The Excel file to import | ||
The rows will then be imported into the document | The rows will then be imported into the document | ||
== Hooks (for programmers) == | ==Hooks (for programmers)== | ||
The following hooks are available: | The following hooks are available: | ||
* '''ExcelAddLine''' for custom line creation | *'''ExcelAddLine''' for custom line creation | ||
* '''getExcelProductId''' to return a calculated item code (e.g., the code can be extracted from two different columns depending on a certain condition). The hook receives the reason and columns of the individual rows in the $parameters array and must return the product ID in the $productId variable. | *'''getExcelProductId''' to return a calculated item code (e.g., the code can be extracted from two different columns depending on a certain condition). The hook receives the reason and columns of the individual rows in the $parameters array and must return the product ID in the $productId variable. | ||
. | . | ||
(*) The module is integrated into the DoliWM Ecosystem Project, designed for complete Dolibarr warehouse management. | (*) The module is integrated into the [https://www.opigi.com/sito/doliwm-ecosystem/ DoliWM Ecosystem Project,] designed for complete Dolibarr warehouse management. | ||
[[Category:Complementary Modules]] | [[Category:Complementary Modules]] | ||