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Export Inventory

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The Export Inventory feature of the Order Manager provides an interface by which users can export product data to a text file for use with other applications. This feature can be accessed via the Import/Export tab of the Maintenance Menu.  

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Description of the Export Inventory Data Screen

Figure 1: Export Inventory screen

Delete Current Template Button

Save Template Button

Filter Button

Begin Export Button

Close Button

Custom Exports Tab

Load Export Template Drop-down List

Show fields: Buttons



Clear All Fields Button

Custom Columns Button

File Type:

Comma Delimited

Tab Delimited

Include Field Names Check Box


Discontinued Items Check Box

Out of Stock Check Box  

Field 1 - Field 40

Field to Export Column

Field Label Column

Sample Data Section

Exporting Product Data to a Text File

  1. To access the Export Inventory screen, go to the Main Menu > Maintenance Menu > Import/Export tab and select [Export Inventory] from the list of activities.  

  2. Select an export template from the Load Export Template drop-down list or create a new template by selecting the appropriate fields and settings and click the [Save Template] button. The program will prompt the user to enter a name for the template, which will then appear in the drop-down list.

  3. Select the type of text file that will be created. This decision depends on the application with which the data will be used. If you are unsure of the file types the application accepts, consult its documentation. If the application accepts both file types, follow this general guideline: If the data contains commas, apostrophes, quotes and/or carriage returns, use the tab-delimited format. If the data does not contain special characters, use the comma-delimited format.

  4. If the first row of the file should contain the field names, click the [Include Field Names] check box.

  5. If discontinued items should be included in the list of products that will be exported, click the [Include Discontinued Items] check box.

  6. If products that are currently out-of-stock should be included in the export, click the [Include Out-of-Stock Items] check box.

  7. In the Sample Data section, note that the first column is already populated with a list of SKUs from your inventory records.

  8. To map the inventory SKU field to Field 1, click the drop-down menu in the Field to Export column of that row and select [SKU] from the list. As the other fields are mapped, their values will also appear in the Sample Data section of the screen.   

  9. To export a subset of your inventory products, click the [Filter] button to open the Select Items screen. After a list of items is built at that screen, click the [Export Selected Items] button to return to the Export Inventory screen, which now shows the filtered list of products in the Sample Data section.

  10. Continue mapping additional fields (Field 2 - 40) as needed. Or, select [Add Custom Column] from the Field to Export drop-down list, and enter a name for the custom field in the Field Label column of that row. To create a custom column that will always contain the same static value, enter the static value following the Field Label in the format: FieldLabel,StaticValue

  11. Click the [Save Template] button to retain these settings. The program will prompt the user to enter a name for the template or permission to overwrite an existing template with the changes. Click [OK] to proceed.

  12. Click the [Begin Export]  button. The program will prompt the user to provide a name and location where it should create the export text file.

Example 1

Figure 2: Example of an Export Template with a Custom Field

  1. Click the [Begin Export] button.

Figure 3: Enter File Name and Location prompt

  1. Click [OK] to use the name and location suggested by the program or navigate to another location and enter the name of your choice in the File Name: field.

  2. If the file name already exists, the program will prompt the user for the action it should take.

Figure 4

  1. Click [Yes] to overwrite the file or [No] to use a different file name or location.

  2. Click [OK] to proceed with the export. The program will pop-up a message box when it has finished.

Figure 5

  1. Click [OK] to end the dialog. When we view the text file it looks like this:

Figure 6


Created: 3/1/11

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