Introduction
Exporting orders allows you to generate an order sheet in Excel format, which can then be filled out and imported back into Traede.
Steps to Export an Order:
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Select an Order:
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Locate and open the order you want to export.
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Export to Order Sheet:
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Click Export to Order Sheet (Excel)
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The system will generate an Excel sheet and email it to you once completed.
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Review the Order Sheet:
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Open the downloaded Excel sheet.
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Verify that all products and their respective quantities match the original order.
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The sheet includes:
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Products (Product details and quantities).
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Product Data (Additional product information like images and prices).
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Meta (System-generated data for re-import, do not edit)
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Steps to Import an Order Sheet:
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Fill in the Order Sheet:
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Edit only the relevant fields (e.g., updating product quantities).
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Do not modify the Meta Sheet.
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Upload the Order Sheet:
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Navigate to More Actions and select Update with Order Sheet
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Select the updated Excel file from your computer.
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Confirm the Update:
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Click Update.
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The system will update the order with the new quantities.
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Verify the Changes:
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Check the order to ensure that all modifications have been applied.
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The Order Timeline records all updates for future reference.
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Additional Notes
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Always ensure that the correct products are selected before splitting, merging, updating order prices, or exporting/importing orders.
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The Order Timeline records all changes made to any order.
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Labels and descriptions can help organize orders effectively within Traede.
By following these steps, you can efficiently manage orders in Traede by splitting, merging, updating, and exporting/importing them as needed.