Exporting Orders

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Order information can be exported to a CSV, Excel, or plain text file. You can choose to export selected information only, or all the available information, you just have to set up the export file. 

To export orders, follow the procedure below.

1. On the Toolbar, click Orders.
2. On the Search/Filter By panel on the left, search for the order to be exported.

NOTE: For help in using the Order module's Search function, see Searching for Orders.

3. Select a record or multiple records on the Orders panel in the center, click Import/Export, then Export Orders.
4. On the Export Selected Orders window, click Configure Settings.

5. On the Order Export Settings window, click New Settings.

6. On the New Export Settings window, enter the settings name (this can be anything, but a descriptive one would be best, e.g. Export_All_Orders), select a file and date format, then select either Multi-line or Delimited in the Multi SKUs field. If you select delimited, you will need to enter a delimiter to separate each record in the export file.

For a more detailed explanation of the fields under the File Configuration section, see the following table.

Field Options Required?
File Format

Excel, CSV, and text files are supported

Yes

Date Format

The date format for the file Yes

Multi SKUs 

(if there is more than one line item in the order, how should it list out the order?)

Multiline: the SKUs will be split into multiple lines with the same information regarding the order, except for the item, e.g. SKU, item unit cost.

Delimited: the order will remain in one line using the delimiting character provided; the SKU and QTY portion will delimit by that character.
Yes

 

7. On the Export Fields section, map the available data from Skubana into your required file format. This ensures that the export orders process will be error-free. 

If column headers are required, make sure to check the Include column headers box.

8. Click Save to close the New Export Settings window.
9. On the Order Export Settings window, the new export settings is displayed on the list. Click Close.
10. On the Export Selected Orders window, select the new export settings from the list, then click Export Orders. The export file will then be sent to your email.

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