Now that you understand how to view and search for different types of orders, let’s discuss how to export them from the Webmanager. This is an important function to learn; use it to keep orders for your own records, add to your backend account or to show your leadership just how much revenue you and your sales reps have generated for the company.
⚠️ Please note, you can currently only export 100 orders at a time. So if you are exporting 101+ orders, you would need to export in batches ⚠️
"Export Current Data" has four drop-down menus for you to choose from:
- The “I want” menu will only have two options: Non-Exported Orders, and All Orders.
- Select “All Orders” if you want to export every single order that has ever been submitted from a specified time span.
- Select “Non-Exported Orders” if you only want to export the orders that have not yet been extracted from the WebManager.
- Use the "Type" menu to select what kind of order you want to export from the system, like Quote or Voided orders. You may also select "All Orders" as well.
- The "Market" option allows the selection of All Markets or a specific Market for orders to be exported from.
- The "Format" option allows you to select which format your orders are exported in, like Quickbooks, Sage, and much more.
To preview the data you’re exporting, click the green “Preview My Data” icon.
Now that you have the options selected and have previewed your orders, you should now see an Export Selected Data icon. Click the icon and your orders will export in the format you chose earlier.
That’s it for Export Orders! Let’s move on to the next menu: Create Order