Searching & Exporting Your Order History

Once an order has been delivered or otherwise completed, clicking the 'Complete Order' button will send it over to the 'Completed Orders' tab for the day. Completing an order will allow you to invoice it, but you'll still be able to manually change any of the fields or pricing. Your completed orders has another important function, though: it stores your entire order history in a searchable database. You can view weekly orders by the day by selecting from the dropdown menu. Or, if you need more powerful search tools, you can select 'Search' instead of 'Week View'. You'll then be able to search by a wide variety of parameters including customer, driver, and order number, throughout any date range that you specify.

One great use for these order history searches is order exporting. It's simple to create sales reports from the 'Invoices' window, but often we have clients who want their order history, or a subset of their order history, exported into a spreadsheet. If you right-click in the completed orders window, you can export all the orders listed in that pane into a spreadsheet that includes all the information fields for each order. This also works for the 'New Orders' and 'Active Orders' panes. For example, if you wanted a list of all orders made by a certain customer from 1/1/2011 to 1/15/2011, you would search for that customer number within that date range. Once the list is pulled up in the program, right-click and export the orders. This would create a spreadsheet of all that customer's orders in that time frame. This can be useful if you want to do order analysis or create a more customized sales report for a certain subset of your orders. (To get a full order history exported into the spreadsheet, just select 'Order Date' as the parameter and specify your range.)