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Exporting orders in CSV from Catalog

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    Exporting orders in CSV from Catalog

    Hello,

    I wonder if anyone can help me get my head round this...

    We have clients using Actinic Catalog V6, and we'd like to export order details to a CSV file.

    I have enabled Data Entry Reports and Export to Files in View | Business Settings.

    I have then raised two dummy orders which have sucessfully been downloaded and are seen on the Orders tab.

    When I select Reports | Outstanding Exports, I get a box that tells me 'There are no new orders to export'

    Am I missing a step here somewhere?

    -Alec
    Alec Moss
    Business Webpage Ltd
    Web Design
    Starter Websites

    #2
    You need to complete processing for the orders before they will export, you do this by printing the invoice, marking them as shipped and entering a payment record (unless already paid via a PSP). When they are complete you can export them.

    If your client does not intend to process orders in Actinic you can tick a box called 'Bypass Catalog Order Processing' on the ordering tab in view/business settings, when this is checked orders can be exported to csv immediately.

    Regards,
    Jan Strassen, Mole End

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      #3
      Thanks Jan

      Brilliant, Thanks a lot.

      I may have found that - but it would have taken a while!

      -Alec
      Alec Moss
      Business Webpage Ltd
      Web Design
      Starter Websites

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