All Collections
Exporting a Sales order
Exporting a Sales order

Easily export your Sales orders to .xlsx or .csv file

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

In Katana, you can export both Open and Done Sales orders into a .csv or .xlsx file.

Navigate to the Sell screen and choose the Open or Done table depending on which you wish to export.

You can find the Export button near the top corner of the order list. This will export all orders on the list.

Each row in the exported file is one order line, not a full order. If you have more than one line on an order, there will be multiple rows for this order in the exported file. This enables you to analyze sales at the product level.

Note: The totals you see in the exported file may differ from the total shown in Katana as what is shown in Katana is based on totals from the SO card. Exports are done on a product level while Katana's list views are based on SO cards.

Did this answer your question?