EMS | Mail Order Export
Description
It is now possible to use the 'unsent mail orders' Reception reports to communicate to a 3rd party system the fulfilment status of mail orders (e.g for a 3rd party handling vouchers).
Resolution
- In Reception > Reports the 'unsent mail orders' report now has two different 'include' options:
- This will filter what is displayed in the report criteria.
- You can now use the 'export to Excel' function to export a .xls file with the contents.
- The following fields are included in the export:
| Date | Receipt Number | Purchased By | Recipient | Mail Order Address 1 | Mail Order Address 2 | Mail Order Address 3 | Mail Order City | Mail Order Country | Mail Order Postcode | Voucher Description | Voucher Number | Purchase Value | Notes | Despatched | |
- Once you have completed an export, you get prompted with the following dialogue:
- Selecting yes will mark all mail orders as sent, the idea being that at this point they have been fulfilled by the 3rd party system.
- Selecting no will exit back to the reports screen without affecting the 'sent' flags.
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