In this article, you will learn how to export Orders. This will help you to have all the information from your Sales documents in one place.
1. Click on the Gear Icon and select Export and Import.
2. Select the Export heading and select the Sales documents.
3. Select a Date range of sales document you want to export, select the Order you want to export, and check the box Show additional attributes. After that, click on the Export button.
Exporting sales documents(Orders) from Repsly will allow Managers to analyze further information gathered by field representatives. After completing the above steps, a file will be downloaded to your computer and be ready for analysis.