Introduction

An export of all Order charges is particularly helpful for Food Service Management caterers who need to send an Order summary to head office or to a client.

Downloading Order Reports

To export the Order details including PO Numbers/Cost Codes/Cost Centers from the system, follow these steps:

1. Click on the 'Order' module from the main menu

2. Set the Date Range you wish to search based on and apply any other filters relevant to the information you wish to obtain (for example, you can use the Customer filter to include only that Customer's Orders)

3. Click 'Search'

4. Scroll to the bottom of the page and click 'Export' or 'Export Summary'. Your computer will then download the spreadsheet displaying all Order information. 'Export' creates three tabs including 'Detail' and 'POS', which display Menu and Item information. 'Export Summary' contains one tab summarizing the orders. 

Note that in many accounts the 'PO Number' column in the export file will refer to the Cost Code/Cost Center or equivalent.