{"id":23665,"date":"2024-06-12T13:26:19","date_gmt":"2024-06-12T11:26:19","guid":{"rendered":"https:\/\/docs.prim.io\/export-of-sales\/"},"modified":"2024-06-12T13:31:14","modified_gmt":"2024-06-12T11:31:14","slug":"export-of-sales","status":"publish","type":"page","link":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/sales\/export-of-sales\/","title":{"rendered":"Export of sales"},"content":{"rendered":"\n

The interface for exporting rows from Sales. It consists of Fields (1) and Buttons (2)<\/strong>. <\/p>\n\n

\"\"<\/figure>\n\n

Fields (1)<\/h3>\n\n

In Fields (1), you control what information you want your export file to contain. The fields are columns in an XLS file type or an element in a CSV file type. They are of two types:<\/p>\n\n

1. Columns that must be present in the export:<\/strong><\/p>\n\n

  • Document type<\/li>
  • Number<\/li>
  • Date<\/li>
  • Contractor<\/li>
  • Contractor UIC or PIN<\/li>
  • Item name<\/li>
  • Brand<\/li>
  • Category<\/li>
  • Description, order of document<\/li>
  • Currency<\/li>
  • Exchange rate<\/li>
  • Sum<\/li>
  • Taxes<\/li>
  • All<\/li><\/ul>\n\n

    2.Columns you can include in the export if needed:<\/strong><\/p>\n\n

    • All (will mark absolutely all fields and download them to the file)<\/li>
    • Type of sale<\/li>
    • Type of reversal<\/li>
    • Contractor VAT<\/li>
    • Office, place of issue<\/li>
    • Shop<\/li>
    • POS<\/li>
    • Merchant<\/li>
    • Contract<\/li>
    • Type of tax transaction<\/li>
    • Percentage tax<\/li>
    • Method of invoicing<\/li>
    • Payment method<\/li>
    • Method of delivery<\/li>
    • Address for delivery<\/li>
    • Country<\/li>
    • District<\/li>
    • Location<\/li>
    • Address<\/li>
    • Postal code<\/li>
    • Phone<\/li>
    • eMail<\/li>
    • Note<\/li>
    • Article code<\/li>
    • Quantity<\/li>
    • Price before discount, single<\/li>
    • Discount, single, amount<\/li>
    • Price, single<\/li>
    • Amount before discount<\/li>
    • Discount, amount<\/li><\/ul>\n\n

      Buttons (2)<\/h3>\n\n

      Once you have selected which fields you need in the export, you can start it with one of the two buttons- Export to XLS<\/strong> or Export to CSV.<\/strong> <\/p>\n\n

      The Close <\/strong>button closes you from the interface after you have downloaded the files or if you are not going to take any action. <\/p>\n","protected":false},"excerpt":{"rendered":"

      The interface for exporting rows from Sales. It consists of Fields (1) and Buttons (2). Fields (1) In Fields (1), you control what information you want your export file to contain. The fields are columns in an XLS file type or an element in a CSV file type. They are of two types: 1. Columns […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":24276,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"\nExport of sales - PRIM.IO RESOURCE CENTRE<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/sales\/export-of-sales\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Export of sales - PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"og:description\" content=\"The interface for exporting rows from Sales. It consists of Fields (1) and Buttons (2). Fields (1) In Fields (1), you control what information you want your export file to contain. The fields are columns in an XLS file type or an element in a CSV file type. They are of two types: 1. 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