Ordermentum provides robust tools to export data across various sections such as Orders, Invoices, Customers, and Products. These exports can help you analyse and manage your data more effectively.
This guide will walk you through how to use the Print and Export functions, customise your reports, and understand the different types of exports available.
Table of Contents
Introduction
In Ordermentum, the Print and Export functions allow you to extract data from the platform in various formats such as CSV and PDF. These exports can be filtered based on the tabs and filters you set up, enabling you to obtain the precise data you need.
We are able to customise parts of the PDF exports (such as additional properties, columns, text changes and more). If you require a change or update, reach out to our Support Team
How to Export Data
Log in to Ordermentum:
Visit app.ordermentum.com and log in with your credentials.
Navigate to the Relevant Page:
Go to the Orders, Invoices, Customers, or Products page.
Select the relevant tab that contains the data you want to export (see Setting up Tabs & Filters).
Select Data for Export:
Use the checkboxes to select the items you wish to export.
Tip: The top checkbox allows you to select all items on the current page.
Choose Export or Print Options:
Once your data is selected, use the Export or Print dropdown menu to choose the type of report you want to generate.
Customising Your Export Options
Ordermentum offers a variety of export options, and you have the flexibility to enable or disable certain exports based on your needs. To manage these options:
Access Export Settings:
Go to the left-hand menu, select Settings, and navigate to Exports.
Enable or Disable Export Options:
Here, you can enable or disable specific export types that are relevant to your business.
Types of Exports
Below is a breakdown of the various export types available in Ordermentum, segmented by category.
Order Exports
Orders (CSV):
A summary report showing each order on a single line with total order value.Line Items (CSV):
A detailed report listing each item on an order, including quantity and unit price.Product Tally (CSV):
A report tallying the total quantity of each product ordered, along with product categories and names.Product Tally with Properties (CSV):
Similar to the Product Tally, but includes additional product properties for more detailed analysis.Global Bake (CSV):
A special report formatted for import into the Global Bake System.Reckon Report (CSV):
A report designed for import into the Reckon Accounting system.Attaché (CSV):
A report formatted for import into the Attaché system.Pick Slip (PDF):
A PDF document for warehouse picking activities.Delivery Slip (PDF):
A PDF document to accompany deliveries.Invoices (PDF):
Print multiple invoices at once.Delivery Manifest (PDF):
A summary of multiple orders in a condensed format for drivers.Delivery Summary (PDF):
An even more condensed version of the Delivery Manifest, adaptable for including delivery runs and sequences.Product Tally (PDF):
A PDF version of the Product Tally report.
Customer Exports
Customers (CSV):
A summary report for each customer venue.Customers with Properties (CSV):
Similar to the Customers report but includes additional properties for deeper insights.Retailer Users (CSV):
A report listing each user associated with a retailer venue.Upcoming Order Report (CSV):
A forecasting report showing orders for the upcoming two weeks, including future-dated manual orders and standing orders.
Product Exports
Products (CSV):
A summary report detailing each product's settings.Product Prices (CSV):
A pricing matrix showing customised prices across all price groups.
Invoice Exports (Only if Grouped Invoicing is Enabled)
Global Bake (XML):
A special report formatted for import into the Global Bake System in an invoice state.Invoice Summary (CSV):
A report summarising each invoice, including the orders that make up the invoice and the total invoice value.