Export & Filtering - Sales Orders
Uphance allows you to see all of your Sales Orders in one view and provides powerful filtering, searching and exporting features enabling you to gain more visibility into your business.
To access your Sales Orders listing select Sales Orders from your main, left vertical menu.
Filtering
Filtering your list prior to an export will allow you to only export those Sales Orders that are your focal point.
Uphance allows you to filter by Season:
Filter by the status of your Sales Orders. Perhaps you want to see which Sales Orders are awaiting payment. Or, perhaps you want to know which Sales Orders still need to be shipped. Filtering your list helps you focus so you can take the appropriate actions to move your Sales Orders to the next step.
Filter by Channel (Price List). You can select multiple Channels from the drop down. When you have completed your selection of Channels on the drop down, click OK on the menu.
Filter by Agent to see Sales Orders for a specific Agent or Sales Orders not associated with an agent.
Exporting
If the fields displayed on the screen do not show you all of the information you need about your Sales Order, consider using the Export feature. To Export your Sales Orders in CSV or Excel format scroll down to the bottom of your Sales Order screen. The first two download options are specific to your Sales Orders.
Export Sales order file can't be imported back into Uphance. However, the export file Sales orders with quantities can be imported back. Columns (fields) relevant to the quantities such as line_item_product_name will be recognized by the system as product_name. Some columns on the import will be ignored.
Fields Common to Sales with and without quantities:
order_number
customer_name
season
channel
order_date
items_total
items_tax
subtotal
total_tax
grand_total
total_quantity
shipping_cost
shipping_tax
tax_level
purchase_order_ref
payment_terms
incoterms
currency
billing_address_line_1
billing_address_line_2
billing_address_line_3
billing_address_city
billing_address_state
billing_address_postcode
billing_address_country
shipping_address_line_1
shipping_address_line_2
shipping_address_line_3
shipping_address_city
shipping_address_state
shipping_address_postcode
shipping_address_country
tax_calc_method
proforma_number
invoice_numbers
shipment_numbers
start_ship_date
cancel_ship_date
submitted_at
confirmed_at
notes
fulfillment_status
agent
Fields unique to the Export with quantities:
line_item_season
line_item_product_name
line_item_product_identifier
line_item_product_ean
line_item_product_color
line_item_product_size
line_item_unit_price
line_item_unit_tax
line_item_quantity
line_item_remaining_to_ship
line_item_remaining_to_pack