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Find and export sales records ​

When to use it ​

Use this guide when you need to find and export sales records.

Before you start ​

  • Open Orders from the module menu. Your account must have access to this screen and permission for the action you want to complete.

What this changes ​

You can find records and download the supported Sales lists.

Viewing, filtering or exporting information does not correct the underlying records. A downloaded file is a copy of the result at that time.

Steps ​

  1. Open the relevant Sales list. Search by its visible reference, customer, product, or name field.
  2. Set the available status and date filters. Use More Filters where offered.
  3. Use Manage columns to show the information you need, and Clear selected filters or Clear to reset the scope.
  4. Use Export CSV when available and check the downloaded file.

Screenshot placeholder: Orders: find and export sales records.

Screenshot to add: Orders: find and export sales records. Capture filename: images/find-and-export-sales-records.png.

Restrictions ​

Available filters differ by screen. Sample Orders export is not implemented, so do not expect a file from that list.