Export Products and Orders

DecoNetwork allows you to export a number of reports from the system allowing you to gain insights into your business achievements. You can export reports on your orders, purchase orders, and payments. You can export an orders report in the form of a summary or in the form of an itemized list of order line items. This article shows you how to export an itemized products and how to export an orders summary report.

Watch the following video to see how to export an order summary and how to export an order line items report. Read below for written instructions.

Prerequisites

• You must have administrator access to use this feature

In this article, you will learn how...

• To export an order summary
• To export an order line items report

To export an order summary:

1. Log into DecoNetwork and browse to Admin > Reports > Export Orders.
   
2. Click the button to configure how the export will function.
   • Export date lets you set the triggering event after which the order will be exported. For example, if the product was ordered on the 10th, and invoiced on the 12th, an export of invoiced products from the 11th onwards will pick up this order. If the Export date was set to Ordered (the 10th, which is before the export date), this would not be included in the export.
     
   • Export Order Columns lets you select which columns (pieces of transaction data captured at order time) are exported when doing a CSV summary export.

     Click on the Select Order Summary Columns button to open the selection popup.

     

     Tick the checkboxes of the data you want to be exported.

     

     The following information can be included in the order summary export:

     • Order Number
     • Order Type
     • Status
     • Production Status
     • Priority Order
     • PO Number
     • Supplier PO Number
     • Order Job Name
     • Sales Team Member
     • Date Ordered
     • Date Invoiced
     • Date Shipped
     • Date Due
     • Date Produced
     • Date Scheduled
     • Order Total
     • Shipping Total
     • Tax Total
     • Tax Exempt
     • Rush Order Cost
     • Coupon Discount
     • Coupon
     • Gift Certificate
     • Gift Certificate Value
     • Credits
     • Final Discount
     • Amount Billed
     • Payment Due Date
     • Payment Date
     • Payment Terms
     • Payment Method
     • Affiliate Commission
     • Referral Commission
     • Affiliate Transaction Fee
     • My Store
     • Wholesale Price
     • Base Cost
     • Site Id
     • Site Name
     • Site Address
     • Store Group
     • Billing Id
     • Billing Salutation
     • Billing First Name
     • Billing Last Name
     • Billing Company
     • Billing Email Address
     • Billing Address
     • Billing City
     • Billing State
     • Billing Country
     • Billing Post Code
     • Billing Phone Number
     • Shipping Salutation
     • Shipping First Name
     • Shipping Last Name
     • Shipping Company
     • Shipping Address
     • Shipping City
     • Shipping State
     • Shipping Country
     • Shipping Post Code
     • Shipping Phone Number
     • Shipping Method
     • Weight Total
     • Tax Names (column per tax)
     • Custom Customer Fields (column per field)
   • Export Order Item Columns lets you select which data points are exported during a CSV line item export.

     Click on the Select Order Line Items Columns button to open the selection popup.

     

     Tick the checkboxes of the data you want to be exported.

     

     The following information can be included in the order item export:

     • Order Number
     • Order Line Id
     • Date Ordered
     • Date Shipped
     • Date Due
     • Date Produced
     • Date Scheduled
     • Product Name
     • Product Code
     • Category
     • Size
     • Color
     • SKU
     • GTIN
     • SKU Qty
     • Options
     • Line Qty
     • Blank Product Price
     • Decoration Price
     • Decoration Process
     • Unit Price
     • Line Total
     • Discount
     • Tax
     • Tax Exempt
     • Order Total
     • Order Shipping Total
     • Order Coupon Discount
     • Order Coupon
     • PO Number
     • Supplier PO Number
     • Supplier
     • Supplier Base Cost
     • Production Team Member
     • Production Status
     • Order Job Name
     • Store Commission
     • Store Name
     • Store Url
     • Store Group
     • Company
     • Billing SalutationBilling First Name
     • Billing Last Name
     • Billing Email Address
     • Billing Address
     • Billing City
     • Billing State
     • Billing Postcode/zip
     • Billing Country
     • Billing Phone No.
     • Shipping Salutation
     • Shipping First Name
     • Shipping Last Name
     • Shipping Address
     • Shipping Address 2 (40 char limit)
     • Shipping City
     • Shipping State
     • Shipping Postcode/zip
     • Shipping Country
     • Shipping Phone No.
     • Shipping Company
     • Shipping Method
     • Weight Total
     • Design Name
     • Design Price
     • Thumbnail Image URL
     • Customer ID
   • Export Order Item Generic Line Items lets you set which generic items are exported during a CSV line item export, for example, shipping fees, rush order fees, and so on.
     
   • MYOB Order Export Options lets you make configuration options if making a MYOB export. You can set the customer name to export orders against (as MYOB exports must be made against a single customer), the account number for that customer, tax code, tax-free code, and tax-free export code.
     
3. Click Save to save the settings.
4. Choose between CSV, Quicken, Shopworks, or MYOB

   CSV (comma-separated values) files store tabular data such as spreadsheets, lists, or databases. The format is widely used as a fallback format by most applications as it is always in plain text, using basic characters with simple formatting. If your finance package is not listed as one of the other alternative export formats, choose CSV.

   Quicken is a personal finance management tool developed by Intuit, Inc. that is linked with DecoNetwork software. You can export your orders from DecoNetwork right into your Quicken account.

   Shopworks is a business management software that is also linked with DecoNetwork and can be used to export your orders.

   MYOB, which stands for Mind Your Own Business, is a corporation that provides tax, accounting, and other services to businesses. You can export orders from DecoNetwork into your MYOB account as well.

   None of these methods create an automatic synchronization of DecoNetwork and the accounting software. If you wish to integrate your accounting software, go to Admin > Reports > Accounting Software Integration

5. Select Create Export
   

   You will then be asked to select an export method.

   
6. Choose the export method:
   • Choose 'Export New Orders' to create an export history of all the new orders made since your last export.
   • Choose 'Export orders between a date range' to create an ad hoc export of all the orders made between specific dates.
7. Click Save to save the changes.

   The server will then process your request and download the file to your system. The report will also be available to download or view via the Order Summary button.

   

To export an order line items report:

1. Log into DecoNetwork and browse to Admin > Reports > Export Orders.
   
2. Click the button to configure how the export will function.

   Configure the following settings:

   • Export date lets you set the triggering event after which the order will be exported. For example, if the product was ordered on the 10th, and invoiced on the 12th, an export of invoiced products from the 11th onwards will pick up this order. If the Export date was set to Ordered (the 10th, which is before the export date), this would not be included in the export.
     
   • Export Order Item Columns lets you select which data points are exported during a CSV line item export.

     Click on the Select Order Line Items Columns button to open the selection popup.

     

     Tick the checkboxes of the data you want to be exported.

     

     The following information can be included in the order item export:

     • Order Number
     • Order Line Id
     • Date Ordered
     • Date Shipped
     • Date Due
     • Date Produced
     • Date Scheduled
     • Product Name
     • Product Code
     • Category
     • Size
     • Color
     • SKU
     • GTIN
     • SKU Qty
     • Options
     • Line Qty
     • Blank Product Price
     • Decoration Price
     • Decoration Process
     • Unit Price
     • Line Total
     • Discount
     • Tax
     • Tax Exempt
     • Order Total
     • Order Shipping Total
     • Order Coupon Discount
     • Order Coupon
     • PO Number
     • Supplier PO Number
     • Supplier
     • Supplier Base Cost
     • Production Team Member
     • Production Status
     • Order Job Name
     • Store Commission
     • Store Name
     • Store Url
     • Store Group
     • Company
     • Billing SalutationBilling First Name
     • Billing Last Name
     • Billing Email Address
     • Billing Address
     • Billing City
     • Billing State
     • Billing Postcode/zip
     • Billing Country
     • Billing Phone No.
     • Shipping Salutation
     • Shipping First Name
     • Shipping Last Name
     • Shipping Address
     • Shipping Address 2 (40 char limit)
     • Shipping City
     • Shipping State
     • Shipping Postcode/zip
     • Shipping Country
     • Shipping Phone No.
     • Shipping Company
     • Shipping Method
     • Weight Total
     • Design Name
     • Design Price
     • Thumbnail Image URL
     • Customer ID
3. Click Save.

   You are returned to the Export Orders page.

   
4. Select CSV as the export format.

   A CSV (comma-separated values) file is a file that stores tabular data such as spreadsheets, lists, or databases. The format is widely used as a fallback format by most applications as it is always in plain text, using basic characters with simple formatting.

5. Select Create Export
   

   You will then be asked to select an export method.

   
6. Choose 'Export orders between a date range' to create an ad hoc export of all the orders made between specific dates.

   From and To date fields and export options will become visible.

   
7. Click on the calendar icons to pick the From and To dates, then select the 'Order Line Items' option.

   The 'Order Line Items' option will include one row per product from every order in the spreadsheet, essentially giving you an itemized list of all of the products that were ordered during this date range. This will help you to build a report about how many quantities and colors of which products were ordered.

8. Click on the Save button.

   The server will then process your request and download the file to your system. The report will also be available to download or view via the Order Summary button.