Booksellers – Export Order Preview Screen

To export orders, you’ll want to go to the Export Preview screen for the relevant order, found on your Orders page. You can either click this export icon:

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

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The Export Preview screen will look like so: 

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Details:

You’ll see your default export format, here:

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

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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:

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

Move Selected allows you to move titles from this order to another. This can be very useful if you accidentally added titles to the wrong order. You can only move titles to other Active Orders.

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

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You can sort this 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.

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

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

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This will allow you to make specific changes to specific titles:

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Delete a title from your order with the trashcan icon.