Export Products to Excel

  • The Export Found Set to Excel button can be found in Form View (top right in the Pricing tab)

How to Export Product Data to Excel

  1. Optional. Perform a Find in the Products file 

  2. Click the Export Found Set to Excel button.

  3. A dialogue opens. 

  4. Click Continue or Cancel.

  5. The Export Records to Excel file dialogue opens.

    Select a location, enter a filename and choose a a file type, e.g. CSV or Excel Workbooks.

    Click Save.

Fields Included in the Excel File

The Excel document contains the exported data under these column headings:

  • Item Number

  • Description

  • Wholesale Cost

  • Wholesale Quantity

  • Date Received

  • First Date Sold

  • Previous Date Sold

  • Last Date Sold

  • Inv Acutal

  • Inventory Out

  • Inv Variance

  • Total Qty Sold

  • Total -- dollar value

 

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