All posts tagged export orders

Export orders issued via offer from Crm & Marketing section

15 Jul, 2024 Exports 0 Comments 0

To export orders issued via offers from the Crm & Marketing section, navigate to Financial Management → Order Management, use the filter by order type, and choose "Offer." At this point, the system will only show orders that have been issued via commercial offer and you can . . . Continue reading...

Exporting Orders

25 May, 2023 Exports 0 Comments 0

To export the Orders in the system navigate to Financial Management → Order Management and click the blue Export button: A side menu will open allowing customization of the export: Indicate how to Export Orders: Excel, PDF or CSV Standard Fields: Select which standard order fields to export. Fields . . . Continue Reading...