Export data
You can export all types of data from the application to Excel.
Available data
By using the top menu, you are able to see and export data for the following:
| Top menu | Drop-down menu |
|---|---|
| Partners | - Find partner (partner overview) - Certificates |
| Purchase | - Purchase Orders - Price Lists (Purchase) - Contracts (Purchase) |
| Sales | - Sales Orders - Return Orders - Invoices - Price Lists (Sales) - Contracts (sales) |
| Production | - Production orders - Recipes |
| Warehouse | - Lots - Forecasting - Warehouse orders - Deliveries - *Stock keeping Units |
| Financials | - Expenses |
Export data
To export data you can do the following:
- Use the top menu to enter the relevant information page.
- Use the filters on the left to narrow down the data to be exported.
- Click Export in the upper right corner.
- Open the file, or save it locally on your computer for further processing.
*SKU data
When exporting data for Stock keeping Units the file consists of multiple tabs. In the SKU overview it is possible to export both an individual tab and the complete file containing all SKU data. When clicking Export in the SKU overview a drop-down menu enables you to select the information of choice. If you wish to export the complete data file, simply click All.
Reports
You can see all reports available, and how to export the files in this overview.
All reports can be accessed by clicking a tab in the top menu. The reports are shown in the bottom part of each drop-down menu in the Reports section.
You can export all Reports to Excel by clicking XLSX in the upper right corner. You can also view each report in a printer friendly format, that you can print or save as PDF.
At tracezilla, one of our top priorities, is to keep your data safe. Read more here