Omni Toolbox — Excel Online Manual
This manual describes how to enable the Omni Toolbox add-in for a spreadsheet in Excel Online (Excel for the web), using the hosted deployment at omni-toolbox-latest.bemisc.com.
Prerequisites
- A Microsoft account with access to Excel Online
- An Omni account (username and password) with access to the target Omni instance
- The workbook you want to use the toolbox with, opened in Excel Online
1. Download the add-in manifest
The deployment serves the Office add-in manifest, already configured with the correct URLs, at:
https://omni-toolbox-latest.bemisc.com/manifest.xml
Open that URL in your browser and save the file locally as manifest.xml (right-click → Save as…, or press Ctrl+S). Opened directly in a browser tab it looks like this:
2. Upload the manifest to Excel Online
The full click path on the ribbon is:
Home → Add-ins → More Add-ins → MY ADD-INS → Upload My Add-in → Browse… → Upload
Step by step:
- Open (or create) a workbook in Excel Online.
- On the Home tab of the ribbon, click Add-ins.
- In the popup, click More Add-ins (or More Settings → Office Add-ins, depending on the UI version).
- In the Office Add-ins dialog, select the MY ADD-INS tab.
- Click the Upload My Add-in link in the top-right corner of the dialog.
- Click Browse…, select the
manifest.xmlfile downloaded in step 1, and click Upload.
After the upload, an Omni Toolbox group appears on the Home tab of the ribbon with four buttons:
- Show Toolbox — opens the taskpane
- Insert Document — creates and inserts a purchase document
- Reset Sheet — resets the current sheet to its default state
- Print Labels — prints product labels for the current items
Note: a manifest uploaded this way is a sideload — it applies to the current workbook session only. If the ribbon buttons are gone after reopening the workbook, simply repeat the upload steps. For a permanent, organization-wide installation the manifest should be deployed via the Microsoft 365 admin center (Integrated apps → Upload custom apps).
3. Connect to Omni
On the ribbon, click Home → Omni Toolbox → Show Toolbox. The taskpane opens on the right side with the configuration form:
Fill in the connection details:
| Field | Description |
|---|---|
| API URL | Base URL of the Omni API instance (defaults to https://omni.hive.pt/) |
| Username | Your Omni account username |
| Password | Your Omni account password |
| VAT Class | The VAT class to apply in calculations (defaults to IVA23) |
| Use CORS proxy | Keep checked unless the Omni instance serves the proper CORS headers for the add-in origin |
Click Connect. The credentials are validated against the Omni API and stored locally, so the add-in reconnects automatically the next time the taskpane opens.
4. Use the toolbox
Once connected, the taskpane shows the actions panel:
- Insert Document — creates the purchase/consignment document in Omni from the current sheet contents
- Print Labels — generates and prints product labels for the current items
- Reset Sheet — clears the sheet back to its default state (asks for inline confirmation)
- Settings — shows the current connection info (server, user, VAT class, proxy status) and allows reconnecting or disconnecting
From here, product lookups, price calculations (VAT, margins, discounts, quantity/weight modes) and cell formatting react live to the cells you edit, mirroring the behavior of the original desktop add-in.
Troubleshooting
- "This add-in only works with Excel" — this warning is shown when the taskpane page is opened directly in a browser tab, outside of an Excel host. It is expected in that context and harmless; inside Excel Online it does not appear.
- Ribbon buttons disappeared — the sideloaded manifest is session-scoped; re-upload it as described in step 2.
- Connection fails — verify the API URL is reachable and the credentials are valid; try toggling the Use CORS proxy option.
- Checking the deployed version — the running build is identified by
/COMMIT(git SHA) and/BUILD_DATE(Unix timestamp).