Export / Invoices

Getting started

In this article, you can learn about export / invoices functionality, which will allow you to export list of orders with their basic invoice and order information. In order to access this module you have to have BOK supervisors, MC business admin, Administrator, Super administrator, or Root group.

You can find the example export file under the URL:

https://knowledge.tauceti-digital.com/invoice_report_example.xlsx

Visualization of the exported invoices list

To open the invoices export view, in the admin panel, navigate to:
Import / export > Export / Invoices

Visualization of the export / orders list module in the administrator panel

Table of contents:

1.  Filters section
2.  Export / orders listInvoices section
3.  Exporting ordersinvoices to the xlsx

 

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Filters section

The Filters section allows the sorting of the orders in the export / orders list module, based on the available filters. Orders are not visible by default and it is required to apply any filter first in order to see them. Below you will find a description of each filter.

Visualization of the filters tab

• Order ID - Orders internal ID.
• Processed on - A range of dates when the order was processed.
• Order value - A range of total order values.
• Alt shop - Altshop name where the order was placed on.
• Status - Current status of the order.
• Delivery method - Selected orders delivery method.
• Payment method - Selected orders payment method.
• Deffered payment status - Current status of the deffered payment.
• Check status - Current internal check status of the order.
• Paid? - Order payment status.
• Customer ID - ID of the customer.
• Phone number - Customer's phone number.
• Package number - Number of the delivery package.
• Only with vouchers - A tickbox that allows seeing only orders with vouchers.
• Status (Balikobot) - Order status acquired from Balikobot (when Balikobot is used).

After defining the above filters, select the Apply Filters button to get a list of sites according to the applied filters.

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Export / orders listInvoices section

The Export / orders listInvoices section allows to further narrow downfilter the listexported of orders.data. Below you will find a description of possible actions.filters.

Visualization of the export / orders list section

•  Select the Show X entries (1) field to set the number of orders, displayed on one page (min 10 / max 100).
• The names of the columns (2) that contain information about a given order. Each column is susceptible to sorting. To sort the records, click on the title of the column in question.
  
  • Order ID - Orders internal ID. By clicking on the order ID you will be redirected to the detailed order information located in the Orders > Orders / list.
  • Processed ondates - A range of dates whenbetween which the orderorders wasshould processed.be exported.
  • ValueInclude orders - A dropdown menu that defines what type of orders should be exported. There are three possible options:
    • With invoices - Exports only orders that contain invoices
    • Without invoices - AExports rangeonly oforders totalthat orderdo values.not have an invoice
    • First name - Customer's first name.
      
    • Last nameAll - Customer'sExports lastall name.
    • E-mail - Customer's e-mail address.
    • Paid? - Order payment status.
    • DP status - Current status of the deffered payment.
    • Status - Current status of the order.
    • Phone number - Customer's phone number.
    • Package number - Number of the delivery package (Carrier Barcode).orders
  • SelectAnonymise personal data - A switch that defines if the Exportfields toReceiver data and E-mail should be anonymised in the exported xlsx (3)file.
  button
  to

  With the desired options chosen, you can export all filtered orders to the xlsx file. You can learn more about exported xlsx file inusing the Apply Exporting orders to the xlsx section

• Search box (4) where you can search for desired orders by their ID, first name, last name, e-mail address, status, phone number,filters and package number.
• Page buttonsexport (5), which allow users to change the page of currently viewed orders.

button.

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Exporting ordersinvoices to the xlsx

By pressing the ExportApply tofilters xlsxand export button shown in the Export / orders listInvoices section chapter you are able to export all the filtered orders to the xlsx file and download it. 

You can find the example export file under the URL:

https://knowledge.tauceti-digital.com/invoice_report_example.xlsx

Visualization of the exported orders=s

Xlsx file contains the exactlyfollowing same information as export / orders listfields tab:

• OrderID - Orders internal ID.
• Processed on - A range of dates when the order was processed.
• Order_value_gross - A range of total order values.
• Customer_first_name - Customer's first name.
  
• Customer_last_name - Customer's last name.
• Customer_email - Customer's e-mail address.
• Paid - Order payment status.
• DP status - Current status of the deffered payment.
• Status - Current status of the order.
• Customer_mobile - Customer's phone number.
• Tracking_code - Number of the delivery package (Carrier Barcode).
• Invoice_number - Number of the invoice.
• Delivery_street - The street name to which the package will be delivered.
• Delivery_building - The building number to which the package will be delivered.
• Delivery_flat - The flat number to which the package will be delivered.
• Delivery_postal_code - The postal code to which the package will be delivered.
• Delivery_city - The city name to whihc the package will be delivered.
• Delivery_company_name - Company name defined by the customer when placing the order.
• Delivery_tax_id - Tax ID defined by the customer when placing the order.
  
• Delivery_company_id - Company ID defined by the customer when placing the order
  
• Delivery_method - Used delivery method in the order.
• Parcel_machine_id - Parcel ID in case of deliveries to the parcel points.
• Country_code - Country code of the country from which the order was created (e.g. HU).
• Product_list - The list of products separated by pipes (" | "), The list contains its SKU, quantity and price in a SKU;Quantity;Price format. For example: 01569;3;38,90|NOGIFT;1;0,00|60735;5;55,90|59137;1;99,00
• Tracking_number - Tracking number of the package provided by the delivery service.
• Campaign_code - The campaign code that was used when placing the order by the customer.
• Delivery_fee - Delivery fee which customer paid for the selected order.
• Payment_fee - Payment fee which customer paid for the selected order.