Download and View Store Orders
Obviously it's nice to receive online orders, but sometime you need to slice and dice the information to create a nice report of all your online sales. For this reason, PTOffice allows you to filter and export all your orders into Excel.
Here's how to view and export your orders:
- Go to the Stores module in your https://tools.ptoffice.com account
- Open the More menu towards the bottom of the left hand panel
- Click the Active Orders menu item
- Filter the orders list by clicking the filter icon and filter your view to your desired criteria
- Select all orders by clicking the check box next to the DATE column label
- With all the orders checked, click any of the three dots next to any of the orders and choose Export to Excel
Helpful hint: When looking at the list of stores, you can also click a store's 'three dot' menu (located to the right of the store's TRANS ID) and choose Export to Excel which will export a pre-filtered report of just that store's orders.
NOTE:
- Be sure any popup blockers are turned off for this to allow the file to download.
- Some computers will not recognize the .xls file format and show a warning. It is OK to proceed past this warning.