Step     Action

  1.      Select Quotes or Orders and then select the Items tab.

  2.      Select {Export} under Items.

          

          Note: You may need to confirm the file to be opened/saved before proceeding, 

          depending on your web browser. A .csv file will open or be saved to your computer. On PC/Mac the 

          default file location is in your Downloads folder.



Export file will include the following:



Order Number
Number
Name
Description
Quantity
Price
Graphic
Discount
Total

Budget Code
Budget Name
Unit of Measure
Sets
Versions
Sheets
Pages
Template Group
Template Name
Template Option
Customer
Customer Number
Contact

Contact Phone
Order Status
Order PO Number
Item Type
Item Status
Queue
Goods Location
Order Date
Graphics Date
Press Date
Finishing Date
Shipping Date
Due Date
Order Receiver
Order Sales Rep
Order Csr
Graphic Artist
Assign To
Press
Press Time
Ink Colors Side 1

Ink Colors Side 2
Stock
Sheet for Cost
Inventory
Status
Department Items
Finishing Time
Tags
Graphic Notes
Press Notes
Finishing Notes
Outsourced Notes
Shipping Notes
Generic Notes
Proof Notes
Commission
Contacts
Paid Commission Amount
Commission Amount
Vendors
Vendor PO