Exporting Order History

Downloading Your Order Data

Need order data for your records, bookkeeping, or analysis? Export everything to a spreadsheet with one click!

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Why Export Orders?

Common Reasons:

For Accounting:

• Reconcile delivery fees with your accounting software
• Monthly expense reports
• Tax preparation
• Budget tracking

For Analysis:

• See which areas you deliver to most
• Track busiest days/times
• Calculate average delivery costs
• Identify trends

For Records:

• Keep permanent records
• Audit trail
• Customer service reference
• Historical data

For Reporting:

• Share with team/management
• Performance reviews
• Business planning

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How to Export Orders

Simple 4-Step Process:

1. Go to Fulfillment Data Page:

• Click "Fulfillment Data" in sidebar
• You'll see all your orders

2. Filter What You Want to Export:

Don't want everything? Filter first!

Filter by Status:

• Click "All", "Pending", "Processing", "Completed", or "Cancelled"
• Only exports filtered orders

Filter by Date:

• Click date range filter
• Choose start and end dates
• Example: "October 1 - October 31" for just October orders

Filter by Pickup Location:

• Use center dropdown (if you have multiple)
• Export only one location's orders

3. Click "Export" Button:

• Look for "Export" or "Download" button
• Usually top-right of the page
• One click starts download

4. Open the File:

• Downloads as CSV file
• Open in Excel, Google Sheets, or any spreadsheet program
• All your data is there!

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What's Included in the Export

Every Export Contains:

Order Information:

• Order ID (unique number for each order)
• Date created
• Status (Pending, Completed, Cancelled, etc.)

Customer Details:

• First and last name
• Email address
• Phone number
• Full delivery address
• ZIP code

Package Information:

• Package description
• Weight
• Dimensions (length, width, height)
• Quantity

Delivery Details:

• Scheduled delivery date
• Actual delivery date (if completed)
• Pickup location used
• Driver name (if assigned)
• Tracking number

Financial Information:

• Delivery fee charged
• Distance (miles)
• Payment method (last 4 digits of card)
• Date charged

Status Information:

• Current status
• Status history (all status changes)
• Timestamps for each status

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Opening Your Export

In Excel:

1. Download exports as .csv file
2. Open Excel
3. File → Open → Choose the .csv file
4. Data appears in spreadsheet

In Google Sheets:

1. Go to Google Sheets
2. File → Import
3. Upload tab
4. Select the .csv file
5. Click "Import Data"

In Numbers (Mac):

1. Open Numbers
2. File → Open
3. Choose .csv file
4. Opens in spreadsheet

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Using Your Export

For Accounting:

Monthly Reconciliation:

1. Export all completed orders for the month
2. Sum the delivery fee column
3. Match total to your bank/credit card statement
4. Verify all deliveries accounted for

For QuickBooks/Xero:

1. Export orders
2. Format as needed for import
3. Import into accounting software
4. Categorize as delivery expense

For Analysis:

Find Busiest Days:

1. Export all orders
2. Count orders per date
3. Sort by date
4. See which days had most deliveries

Calculate Average Delivery Cost:

1. Export completed orders
2. Sum delivery fee column
3. Divide by number of orders
4. = Average cost per delivery

Find Top Delivery ZIP Codes:

1. Export orders
2. Count orders by ZIP code
3. Sort by count
4. See which areas order most

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Export Tips

Filter Before Exporting:

• Don't export everything every time
• Filter to just what you need
• Smaller files are easier to work with

Regular Exports:

• Export monthly for accounting
• Archive exports for your records
• Label files clearly (like "October2025_Orders.csv")

Save Your Exports:

• Keep in organized folder on computer
• Name with date: "Shaloz_Export_2025-11-01.csv"
• Back up important exports

Data Cleanup:

• Excel might auto-format some columns (like ZIP codes)
• Change ZIP codes to "Text" format to keep leading zeros
• Format currency columns as needed

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Common Uses

Use Case 1: Tax Time

What You Need: All deliveries from previous year

Steps:

1. Filter by date: January 1 - December 31 of tax year
2. Export
3. Sum delivery fees in "Total" column
4. Give to accountant as delivery expense

Use Case 2: Weekly Report

What You Need: This week's deliveries

Steps:

1. Filter by date: Last 7 days
2. Filter by status: Completed
3. Export
4. Share with manager/team

Use Case 3: Customer Lookup

What You Need: All orders for specific customer

Steps:

1. Search customer name in search box
2. Export filtered results
3. See full customer order history

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Troubleshooting

Problem: "Export" Button Not Showing

Fixes:

• Scroll to top of page - button usually top-right
• Try refreshing page
• Check if you have orders to export (need at least one)
• Try different browser
• Contact help.shaloz.com

Problem: Export File Won't Open

Fixes:

• File is CSV format - make sure you have Excel, Google Sheets, or similar
• Right-click file → "Open With" → Choose spreadsheet program
• If file corrupted, try exporting again

Problem: ZIP Codes Missing Leading Zeros

Example: ZIP code 02101 shows as 2101

Fix in Excel:

1. Select ZIP code column
2. Right-click → Format Cells
3. Choose "Text" format
4. ZIP codes keep leading zeros

Problem: Export is Empty

Fixes:

• Check your filters - might have filtered out all orders
• Try "All" status and remove date filters
• Make sure you have orders in that time period
• Verify you're exporting from correct environment (Sandbox vs Production)

Problem: Missing Some Orders

Check:

• Date range filter - orders might be outside dates you selected
• Status filter - might be excluding some statuses
• Pickup location filter - might show only one location
• Try removing all filters and export again

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Export Limits

How Many Orders:

• No limit on number of orders you can export
• Large exports (1000+ orders) might take a minute to generate
• Be patient if you have lots of orders

File Size:

• CSV files are usually small (even for hundreds of orders)
• 1000 orders 1-2 MB file

How Often:

• Export as often as you want
• No restrictions
• No charges for exporting

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Privacy & Security

Your Data:

• Exports contain customer personal information
• Store exports securely
• Don't share publicly
• Delete old exports you don't need

Customer Data:

• Names, addresses, phone numbers, emails included
• Keep confidential
• Follow privacy laws in your area
• Only share with authorized team members

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Advanced Tips

Custom Analysis:

• Import export into Excel or Google Sheets
• Use pivot tables for deeper analysis
• Create charts/graphs from data
• Track trends over time

Automation:

• Export same filters regularly (like monthly)
• Set calendar reminder to export
• Keep consistent naming format

Combine Exports:

• Export monthly and combine into annual spreadsheet
• Track year-over-year growth
• Compare months side-by-side

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Need Help?

Can't Export Orders?

• Check you have orders to export
• Try removing filters
• Refresh page and try again
• Contact help.shaloz.com

Need Specific Data Format?

• CSV is standard format
• Works with all major spreadsheet programs
• Contact help.shaloz.com for custom export requests

Questions About Data?

• help.shaloz.com
• We're here to help!