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:

  1. Go to the Stores module in your https://tools.ptoffice.com account
  2. Open the More menu towards the bottom of the left hand panel
  3. Click the Active Orders menu item
  4. Filter the orders list by clicking the filter icon and filter your view to your desired criteria
  5. Select all orders by clicking the check box next to the DATE column label
  6. 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.
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