How to Export Sales Order Information [Step-by-step guide]

You can Export Sales Order information within techOMS.

This article describes how to generate a CSV file with the selected data, the steps and fields involved in the manual process.

NOTE: Make sure that you are operating at the right Vendor/Warehouse beforehand.

To export a Sales Order list you will have to:

1. Click Sales Orders under Sales

2. Click Actions to deploy the fields for creation

NOTE: To selectively include records within your export, use the Advanced Filter to filter the information before you export. If you don't apply filters, techOMS will export everything.

3. Press Export List Orders

4. Select the file destination and Save

techOMS will download a CSV file containing the information you chose to export in the folder you selected.