To export an order, find the Export Preview option on the relevant order (found on your Orders page). This is the best method for exporting orders with quantities included if you need to, for example, email an order form to a rep who is not on Edelweiss.

Either click Export Preview as shown below…:

…Or, click on the name of your order to see it in a catalog-type view. From there, you can click on Export Preview:

The Export Preview screen will look like so: 

You’ll see your default export format here. Note, if you’d like to import your order to your POS system, select yours from the dropdown list. If you’d like to email the order file to a rep, select Order Form (Excel):

If you have multiple locations, you can see your stores and update the PO numbers associated with them like so:

Select your desired download format (most likely your POS system), and download your order here. Note, some POS systems (Basil and Wordstock, for example) will require that you use the FTP option:

If you’re not sure, find instructions for your POS system here.

Tip: Move Selected allows you to move titles from one order to another, which can be very useful if you accidentally added titles to the wrong order. Note that you can only move titles to other Active Orders.

If you have multiple locations, you can filter this view so you only see a single store, if you’d like. You’ll want to use this filter if you’re downloading an order to a single location.

You can sort an order by any of the available data columns, which vary depending on which format (POS) you’re using. Use the arrow icon to switch between ascending and descending order.

If you need to quickly add a title to this order, click Add Line Item:

Edit the bibliographic data for a single title using this icon:

This will allow you to make specific changes to individual titles. Delete a title from your order with the trashcan icon.

You can also order Related Products in the Export Preview screen. These are indicated by a flag icon. Click the flag to expand Related Products, and select the + sign to order.

You’ll generally do this after your rep submits the order and before you export it to your POS system. That way, like in the example above, they will order the display for you, and you’ll be able to import the appropriate titles.