Items - Exporting Items


Step     Action

  1.      Select {Quotes/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:

  • Template Group            
  • Template Name       
  • Template Option           
  • Customer     
  • Customer Number   
  • Contact        
  • Contact Phone
  • Order Status 
  • Order PO Number    
  • Item Type     
  • Item Status   
  • Queue 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