Step     Action

  1.       Select {Quotes/Orders}. The page should open on the Quotes/Orders tab.

  2.       Use search criteria to filter export results. 

  3.       Select {Export}

 

            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.



Included in Export:


Order #

Order Name      

Statuses              

Customer           

Customer Number         

Contact Name  

Contact Phone 

Contact Email    

Receiver             

Sales Rep            

CSR       

Tags      

Ship Type           

Invoice Terms  

Rates  

PO Number       

Order Date         

Invoice Date      

Invoice Due Date             

Invoice Generated         

Billing Name     

Billing Address 

Billing Country 

Billing City          

Billing Region    

Billing Zip/Postal    

Shipping Name

Shipping Address            

Shipping Country 

Shipping City     

Shipping Region

Shipping Zip/Postal        

# Of Items          

Shipping Amount            

Postage Amount             

Graphic Total    

Discount Total  

Subtotal              

Tax Total             

Total     

Paid      

Balance