The Export Orders feature in DecoNetwork allows you to export a summary of order data from your store's sales. Use this feature to generate a sales tax report to help you manage your tax obligations. Choose the relevant data fields to get the information needed for filing your sales tax, including order amounts, tax, billing, and shipping locations. You can choose the date range to view the order summary for a particular tax period or for an arbitrary period.
To export an order summary to obtain a sales tax report:
- Log into DecoNetwork and browse to Admin > Reports > Export Orders.
- 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)
- 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.
- Choose between CSV, Quicken, Shopworks, or MYOB
- Select Create Export
You will then be asked to select an export method.
- 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.
- 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.
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