How to Export a Customer’s Sales Orders

How to Export a Customer’s Sales Orders #

Hey there, shopkeeper! Managing your customers’ sales orders efficiently is crucial for running a smooth and organized business. With Ficos, exporting a customer’s sales orders is a breeze. Whether you’re generating reports, sharing data with stakeholders, or keeping accurate transaction records, this guide will walk you through every step of the process. By the end, you’ll have the tools you need to efficiently manage and export sales orders. Let’s dive in!

Why Exporting Sales Orders Matters #

Exporting sales orders offers a range of benefits that help you streamline your operations and gain valuable insights:

• Generate Reports: Use exported data to create detailed sales reports for analysis and decision-making.
• Share Data: Easily share sales information with your team, stakeholders, or accountants.
• Keep Records: Maintain accurate and accessible transaction history for audits or compliance.

By exporting sales orders, you enhance your business efficiency and stay organized.

Step 1: Access the Customer Management Screen #

To begin exporting a customer’s sales orders:

1. Navigate to the Customers Option:
   • From the home screen, scroll down to the Business Manager section.
   • Tap on the Customers button to open the Customer Management screen.

Step 2: Select the Customer #

On the Customer Management screen:

1. Search or Select a Customer:
   • Use the search bar to find a customer by name, phone number, or email.
   • Alternatively, scroll through the customer list and tap the desired customer’s name to open their details screen.

Step 3: View Customer’s Sales Orders #

Once you’re on the customer details screen:

1. Access the Customer Actions Section:
   • Scroll down to the Customer Action section.
   • Tap on the Orders button to view the customer’s sales order history.
2. Review Sales Orders:
   • Orders are categorized into Completed, Pending Payment, and Cancelled. Review them to ensure accuracy before exporting.

Step 4: Export the Sales Orders #

To export the sales orders:

1. Access Export Options:
   • Tap the three vertical dots in the top-right corner of the sales orders screen to open a dropdown menu.
   • Select Export Orders from the menu.
2. Select Time Frame:
   • Choose a date range using the date picker, or select preset options such as “Last 7 Days” or “Last Month.”
3. Choose Export Format:
   • Select Excel (.xlsx) for data analysis or PDF for a formatted report suitable for sharing or printing.

Practical Tips for Exporting Sales Orders #

To make the most out of this feature:

• Backup Data: Regularly export sales orders to keep a secure backup of your transaction history.
• Analyze Trends: Use exported data to identify customer purchasing patterns and improve your sales strategy.
• Ensure Accuracy: Double-check the time frame and format before exporting to avoid errors.

Conclusion #

Exporting a customer’s sales orders in Ficos is quick and straightforward, giving you the ability to analyze, share, and maintain detailed records. By following these steps, you’ll optimize your business operations and ensure smooth data management.

What our clients say #

I have managed to track my expenses better and been able to budget and plan better

Nayebare Jenuario #

★★★★★

Business has never been managed better on an app than with Ficos! No hardware costs, no implementation costs, the LOWEST cost of ownership and business intelligence at your finger tips! Thx Ficos team

Fort High #

★★★★★

Excellent app Very useful for business

Christian TABARO #

★★★★★