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Creating a Custom Export

Step     Action

  1.       Select {Settings} and then select {Custom Export} under the Admin section.  Select                                        

            the Orders/Items tab. 


  2.        Set the export parameters using a combination of export variables and search filters: 

             A) To select a column item, check the box on the left-hand side. Only the column items with a 

             check marked box will be included in the export.

             B) Search filters can then be applied by selecting from field drop-downs.

        

Note: Export cannot be created using search filters only and a search filter is not required to generate export. At least one column selection must be checked or export will appear blank. 



If Order columns/search filters only are selected, the export will generate with a single item per Order#.

If a combination of Order and Item columns/search filters are selected, the export will generate with a multiple lines per Order# - 1 for each item.


  3.        Once export parameters have been set, select {Export}. An export .csv file will be generated.


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

             proceeding, depending on your web browser. The file will open or be saved 

             to your computer depending on your web browser.


A Smart List can also be created to save the custom export parameters once they are set. (See Custom Export-Smart Lists)


Order/Item Export Variables include:


  • Order #
  • Order Name
  • Order Statuses
  • Customer Name
  • Customer Number
  • External Identifer
  • Contact Name
  • Contact Phone
  • Contact Email
  • Receiver
  • Sales Rep
  • CSR
  • Order Tags
  • Ship Type
  • Invoice Delivery
  • Payment Terms
  • Tax Rates
  • PO Number
  • Order Date
  • Invoice Date
  • Invoice Generated Date
  • Invoice Due Date
  • Billing Name
  • Billing Address
  • Billing City
  • Billing Region
  • Billing Country
  • Billing Zip/Postal
  • Shipping Name
  • Shipping Address
  • Shipping City
  • Shipping Region
  • Shipping Country
  • Shipping Zip/Postal
  • No. Of Items
  • Item Number
  • Item Name
  • Item Description
  • Quantity
  • Item Cost
  • Item Price
  • Graphic Cost
  • Graphic Price
  • Discount
  • Item Total
  • Budget Code
  • Budget Name
  • Unit of Measure
  • Sets
  • Versions



  • Sheets
  • Pages
  • Template Group
  • Template Name
  • Template Option
  • Item Type
  • Item Status
  • Queue
  • Goods Location
  • Graphics Date
  • Press Date
  • Finishing Date
  • Shipping Date
  • Due Date
  • Graphic Artist
  • Assign To
  • Press
  • Press Time
  • Ink Colors Side 1
  • Ink Colors Side 2
  • Stock
  • Sheets for Cost
  • Stock Reorder
  • Department Items



  • Finishing Time
  • Item 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
  • Items Price
  • Graphic Total
  • Discount Total
  • Items Total
  • Shipping Cost
  • Shipping Total
  • Postage Total
  • Tax Total
  • Order Total
  • Paid
  • Balance

 


Search Filters include:

  • Order Status
  • Receiver
  • Sales Rep
  • CSR
  • Order Date
  • Posted Date
  • Payment Date
  • Budget Code
  • Budget Name
  • Order Tags
  • Item Tags
  • Invoice Generated




Watch Custom Export - Orders & Items