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It involves searching and retrieving sales orders that contain data you want to export, you will then select which data from the sales orders you want and then this will be transferred to a spreadsheet.
Step-by-step guide
1. Open the sales screen
2. Search sales orders (you can refer to Search Sales Orders for more detail) . When you run the search, you are hoping to retrieve the sales orders with data that you want to export. In my screenshot below, I have searched by customer 'David Jones' and the system has retrieve all sales orders where David Jones is the customer. This will enable me to export sales information only relating to the customer David Jones.
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| If you want to delete a template, select it, then click on the garbage can to the right of the template box. |
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