Import from EasyPharm
Combine the four EasyPharm exports into one catalogue: nomenclature, margin, quantity and stock.
EasyPharm exports several separate tables. OrderList joins them by product name to rebuild a complete record. The import lives in Settings, under "Import from EasyPharm".
The files it expects
- Nomenclature: product names, CNAS id and D.E
- Sales by margin: provides the product ranking
- Sales by quantity: provides the monthly sales average
- Stock: provides VAT and the product type
Every file is optional. Fields that come from a file you do not supply are left unchanged on your existing products.
Classifying your suppliers
The stock file has one row per lot, and the supplier is what decides whether a product is a medicine or parapharmacy. So you classify each supplier once.
- Medicine: this supplier's products are medicines
- Parapharmacy: this supplier's products are parapharmacy
- Ignore: for entries that are not really suppliers, such as "Stock initial" or an inventory adjustment
A product takes the type of the supplier on its most recent lot. Ignored suppliers are skipped over rather than treated as a veto, so they do not strip the type from a product that has a real supplier on an older lot.
Your choices are remembered. On the next import they come back pre-filled and you only deal with suppliers you have not seen before.
Matching by name
Files are joined on product name, ignoring case and extra spaces. If two rows of the same file collapse onto one after normalisation they are merged, and you are warned before the import runs.
How often you can import
How many imports you get per billing cycle depends on your plan. The review step tells you how many products will be written before you start.