Hi,

In the view orders tab/page, there is a "Dump orders to CSV file" option in one of the drop-down menus. Is it possible to customize the format of that file export, or add a completely new one? One of my team members is doing data work with our ERP system, and it would be insanely helpful if we could get the orders page to spit out a closely-formatted csv doc to import.

Thanks,
Mike

Hi Mike
The CSV export format can't be edited. But you can open the CSV file in Excel, remove the columns you don't want (or rearrange them) and re-export as a CSV file.

Vince

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We use the "Dump Details to CSV File" feature once per week to feed our Excel-based inventory system.

That system has matured to the point where we can accurately trigger and track supplier orders, track our bills of materials and finished product costs, calculate Cost of Goods Sold for tax accounting, report local sales taxes payable, and handle pretty much everything else better than the (awful) QuickBooks inventory feature we originally used.

Assuming the information is present in the CSV file, there are amost certainly Excel formulas that can create the exact format you need on a secondary sheet of the workbook.

If there's something specific you need, I bet someone on this Forum can help...

ETA: for us, the trick is to maintain a primary sheet with all rows from "Dump Details to CSV File" appended, starting with our very first order, so that the complete order history can be accessed by other Excel sheets. That Orders sheet has tens of thousands of rows, but a reasonably current desktop PC can easily handle this if saved in .xlsb binary format.

Hey guys,

Thank you for the info! I will see about doing some Excel wizardry to get the results we need.

Thanks,
Mike