Automatic Calculations in Import from File

Introduction

When importing new items using the file importer, you can either give all pricing components (such as the purchase price, markup, and selling price) to the importer or only some specific information (such as the selling price) and let the importer calculate the missing ones.

This article provides an overview of the automatic calculation rules that Provet Cloud applies. The results of the calculations are shown in the importer's preview step. To access the file importer, go to Settings > Import & Export > Import from file.

VAT (Sales Tax) Calculations

Importing New Items

The following rules apply to all prices that have VAT and non-VAT versions. Note that when importing items, a VAT% percentage (VAT group) must always be given.

Case	Price excluding VAT	VAT%	Price including VAT
All components given	10	20%	12
Excl. VAT given	10	20%	calculated (12)
Incl. VAT given	calculated (10)	20%	12
No prices given	assumed zero (0)	20%	assumed zero (0)

The following pricing options are affected by the VAT calculation rules:

Purchase price
Selling price
Net purchase price
Minimum price
Minimum charge
Handling fee
Partial package handling fee
Injection fee

Updating Items Using Import

When updating existing items, any given values take precedence, and the corresponding old values are recalculated.

Example	VAT%	Old price excl. VAT	Old price incl. VAT	New price excl. VAT	New price incl. VAT
Incl. VAT updated	20%	10	12	recalculated (20)	updated (24)
Excl. VAT updated	20%	10	12	updated (20)	recalculated (20)
Both updated	20%	10	12	updated (20)	updated (24)

Purchase Price, Markup, Selling Price, and the Option to Disable Automatic Selling Price Calculation

Importing New Items (except Procedures)

Previously, all of these components had to be given when importing new items (except for procedures, which do not have purchase prices). Now the system can calculate the missing components based on the following rules.

Note: As shown in the VAT (sales tax) calculations section, purchase and selling prices also have VAT-exclusive and VAT-inclusive values. These are calculated accordingly.

Case	Purchase price	Markup%	Selling price
All components given	10	50%	15
Selling price missing	10	50%	calculated (15)
Markup missing	10	calculated (50%)	15
Purchase price missing	calculated (10)	50%	15
Only purchase price	10	assumed zero (0%)	calculated (10)
Only markup	assumed zero (0)	50%	assumed zero (0)
Only selling price	assumed zero (0)	assumed zero (0%)	15
Nothing given	assumed zero (0)	assumed zero (0%)	assumed zero (0)

Updating Items (except Procedures) with Import

The importer also includes the option to import the state of the item card option Disable automatic selling price calculation. It will have effect when items are updated using the importer and the purchase price is updated. It does not matter if the state of the option is changed with the update import or if it is inherited from the existing item.

When all or at least two of the three core pricing components (purchase price, markup, and selling price) are given for an item update, the disabling option does not have any effect, and the update import behaves similarly to a new item import.

The following table describes various cases in relation to the disabling option. Compared to the new import table above, we are updating the purchase price to 20, the markup to 25%, and the selling price to 30 for the cases. "Inherited" means that the data is inherited from the existing item we are updating.

Case	Disable automatic selling price calculation	Purchase price	Markup%
Purchase given	NO	20	inherited (50%)	calculated (30)
Purchase given	YES	20	calculated (-25%)	inherited (15)
Markup given	NO	inherited (10)	25%	calculated (12,5)
Markup given	YES	inherited (10)	25%	calculated (12,5)
Selling given	NO	inherited (10)	calculated (200%)	30
Selling given	YES	inherited (10)	calculated (200%)	30