Here you will learn how to export orders reports through the Manage Orders section in Solid Commerce. You will also learn how to Import Admin Notes in Bulk.
Exporting Orders
1. Go to Orders> Orders Manager
2. Use the Gear Icon on the top right of your orders manager page to choose the columns you wish to export.
3. There are additional options for data columns under the Items view on the top left of your Orders Manager
4. Choose the amount of Orders Per Page that you wish to export. Default is 25 orders per page, but it can be set to Unlimited
5. Check the check box to the far left to select your orders:
6. Select the "Import/Export" icon and choose "Export Selected Orders"
7. Your order export file will download under the clipboard icon on the top right of your Orders Manager:
Exporting Orders with Admin Notes
If you use the "Admin Notes" on your orders to populate internal notes, you have the option to "Export Selected Orders with Admin Notes"
TIP!: in the Orders Manager, the "note" icon will be highlighted if you have an Admin Note populated
The "Export Selected Orders with Admin Notes" will allow you to export all visible columns in the UI + the latest admin note for each order
1. Click the "Export Selected Orders with Admin Notes"
2. You will get a popup. Please review and click "Download" when ready
3. Your order export file will download under your Downloads on the top right of your Orders Manager page.
4. To "Import Admin Notes for Orders", you can either edit the "NOTE" value that you just exported from the steps above, or, you can upload a CSV file with the columns "SC ORDER ID" and "NOTE"
5. Make sure the column names match exactly!
6. The system will bulk-update matching orders, keeping existing notes and appending the newest note.
7. You will get a popup:
8. Upload your CSV file and click "Import" when ready
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