How to export your orders

Orders are emailed to you as purchase orders by default. To export a batch instead — as picking slips, invoices or PDFs — use the Export control on the Orders screen.

1. Select Orders in the menu, then the tab you want to export from, for example All Orders or Next Deliveries.
2. To export only some orders, tick the checkbox at the left of each order line first.
3. Select Export in the top right.

4. Choose what you want to export, then Next.

5. Choose what should happen to the orders you are exporting.

• Download PDFs only — nothing changes. No status move, no emails, nothing sent.
• Confirm new orders — moves only the New orders in your selection to Ready for picking. Anything already confirmed is left alone.
• Finalise & Invoice — invoices the orders in the selection. New orders in the selection are skipped rather than silently invoiced.
• More — manual status moves and the bulk picking list.

Exporting a bulk picking list or picking slip marks those orders as Ready for Picking. Exporting an invoice moves them to Invoiced.