Transactional Data Export

Transactional Data Export

The following transactional data can be  exported
  1. Sales and Payments
  2. Inventory
  3. Customer balances ( Loyalty Points and Transactions)

To export sales and payments:
  1. Click on Transactions>>Sales
  2. Filter date period by clicking on the funnel icon at the top right hand of the screen
  3. Populate the form and to fields with the desired date range

Click on the filter icon to return results

Export Results to Excel by clicking on the orange excel icon.

To Export Inventory
Go to  Reports >>Inventory Reports >> Branch Quantities Report

Click on the Excel icon to export the data

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