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15 KiB
HTML
252 lines
15 KiB
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Export Point of Sale List Data</title>
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<style title="hcp" type="text/css">
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<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1">Export Point of Sale List Data</p>
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<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_officeintegration.htm">Office Integration Overview</a> <span class="hcp1">|</span> <a href="data_import_using.htm">Import Data</a> <span class="hcp1">|</span> <a href="../qbpos_reports_and_sales_charts/reports07.htm">Export Reports</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Note"><span class="hcp2">Note</span>: This topic may refer to data types not applicable to your Point of Sale installation. For example, Point of Sale Free users cannot export customer, vendor, or item quantity/cost information and Basic users cannot export item pictures.<span class="hcp2"><br>
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<br>
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Note</span>: Excel must be installed on the workstation using this option.</p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">The Data Export Wizard walks you through exporting list data to an Excel spreadsheet, where you can then utilize Excel's features to further manipulate the data. You can choose to export all records in a list, all records currently displayed in a filtered list, or only selected records.</p>
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<p class="Help-Text">Export templates determine the data fields included in the export and how that data appears in columns in Excel. A default template is provided for each record type. You can customize the default templates or create and save new ones to meet your needs.</p>
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<p class="Help-Info-Line">What would you like help with?</p>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">Export records directly from a list (customers, vendors, items, departments, employees) <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp3"></a></p>
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<div class="droptext" id="POPUP243488964" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp4">
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<col style="width: 100%;">
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<tr class="hcp5">
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<td style="width:100%;" class="hcp6">
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<ol class="hcp7">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Display the list you wish to export and filter, sort, or select the records you wish to export.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">From the I Want To menu, select <span class="hcp2">Export to Excel</span>. The Export Data Wizard is opened.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Specify the records you want to export (selected, entire list, etc.) and select <span class="hcp2">Next</span>.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select a destination Excel file (.xls format) for the exported data:</p>
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<p class="Help-Indent"><a class="dropspot" href="javascript:TextPopup(this)" id="a4">View example screen <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp3"></a></p>
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<div class="droptext" id="POPUP244352714" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp4">
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<col style="width: 100%;">
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<tr class="hcp5">
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<td style="width:100%;" class="hcp6">
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<p><img src="../image/export_datawiz.gif" alt="Data Export Wizard" width="372" height="272" border="0" class="hcp3"></p>
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<p class="Help-Text" style="font-style: italic; text-align: center;"><span class="hcp8">Sample Customer Export Screen</span></p>
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<p> </p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<ul class="hcp9">
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<li class="p-Help-Nested-List" style="list-style: disc;">
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<p class="Help-Nested-List">Accept the default location and file name, or</p>
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</li>
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</ul>
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<ul class="hcp9">
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<li class="p-Help-Nested-List" style="list-style: disc;">
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<p class="Help-Nested-List">Enter a location and file name to create a new file, or</p>
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</li>
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</ul>
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<ul class="hcp9">
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<li class="p-Help-Nested-List" style="list-style: disc;">
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<p class="Help-Nested-List">Browse to an existing custom file that will receive the exported information</p>
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</li>
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</ul>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select the <a class="popupspot" href="JavaScript:hhctrl.TextPopup('Spreadsheets can contain multiple worksheets. These settings control which worksheet and at which row on that worksheet the data will be sent. /r/n/r/nIf no selections are made, data will start on the first row of the first worksheet.','Arial,10',10,10,00000000,0xc0ffff)">worksheet and starting row number</a> in the spreadsheet file that you want to receive the data. The column headers will begin on the row you specify.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select the export template that you wish to use. The default template for the record type is suggested. Select <span class="hcp2">Manage Templates</span> to review, edit or create export templates.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp2">Next</span>.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Continue following the on-screen prompts to complete the export.</p>
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</li>
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</ol>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a3">Export customers from the Customer Center <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp3"></a> (provides additional options for filtering by customer sales history)</p>
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<div class="droptext" id="POPUP186793190" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp4">
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<col style="width: 100%;">
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<tr class="hcp5">
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<td style="width:100%;" class="hcp6">
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps">On the home page Navigator, click <span class="hcp2">Customer Center</span>. The Customer Center is opened.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">In the Reach Out to Your Customers section, click <span class="hcp2">Export list to a file</span>. The Export Wizard is opened. Make entries as needed on the following wizard pages. Click <span class="hcp2">Next</span> on each when ready to move to the next page.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps"><span class="hcp2">Select Customers:</span> Select one of the choices on which to filter your customer list. <a class="dropspot" href="javascript:TextPopup(this)" id="a6">View example screen <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp3"></a></p>
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<div class="droptext" id="POPUP242882414" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp4">
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<col style="width: 100%;">
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<tr class="hcp5">
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<td style="width:100%;" class="hcp6">
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<p class="Help-Text"><img src="../image/custcenter_exportlist.gif" alt="Customer Center - Export List to Excel" width="420" height="308" border="0" class="hcp3"></p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div></li>
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</ol>
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<ul>
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<li class="p-Help-Nested-List" style="list-style: disc;">
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<p class="Help-Nested-List"><span class="hcp2">Recent Purchase</span>Include only customers that have made a purchase in the last <span class="hcp10">x</span> number of days (enter x).</p>
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</li>
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<li class="p-Help-Nested-List" style="list-style: disc;">
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<p class="Help-Nested-List"><span class="hcp2">No Activity</span>Contact only customers that haven't made a purchase in <span class="hcp10">x</span> number of days (enter x). Optionally, you can also elect to include only those customers that have made at least one purchase from you anytime.</p>
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</li>
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<li class="p-Help-Nested-List" style="list-style: disc;">
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<p class="Help-Nested-List"><span class="hcp2">Merchandise Interest</span>Contact only customers that have made a purchase from a particular department or vendor. Click the <span class="hcp2">Select Department/Vendor</span> button to specify which department/vendor. Optionally, you may limit the sales period to the last x number of days.</p>
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</li>
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<li class="p-Help-Nested-List" style="list-style: disc;">
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<p class="Help-Nested-List"><span class="hcp2">Custom</span>Create list based on filter criteria you enter.</p>
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</li>
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</ul>
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<ol start="4" class="hcp7">
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<li class="p-Help-Steps" style="font-weight: normal;">
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<p class="Help-Steps" style="font-weight: normal;"><span class="hcp2">Custom Filter Pages</span>: Displayed only if you selected <span class="hcp2">Custom</span> above. <a href="../qbpos_basic_procedures/basic306.htm" style="font-weight: normal;">Learn more about using filters</a></p>
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</li>
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</ol>
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<ul>
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<li class="p-Help-Nested-List" style="list-style: disc;">
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<p class="Help-Nested-List">On the first page,enter filter criteria for information stored in your customer records (city, ZIP Code, customer type, reward program members, charge account customers, etc.).</p>
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</li>
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<li class="p-Help-Nested-List" style="list-style: disc;">
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<p class="Help-Nested-List">On the second page, enter criteria to filter for information contained in your customer sales history.</p>
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</li>
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</ul>
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<ol start="5" class="hcp7">
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<li class="p-Help-Steps">
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<p class="Help-Steps"><span class="hcp2">Review Customer List</span>: This page displays the list of customers resulting from your previous entries and provides an opportunity to remove customers.  By default, all customers in this proposed list are selected for inclusion in the final list (<img src="../image/checkbox_icon.gif" alt="Checkbox indicating a selected customer" width="12" height="11" border="0" class="hcp3"> = selected). Remove customers by clearing their checkboxes. Clear/select checkboxes by clicking on them or by using the button options on the right.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps"><span class="hcp2">Destination File and Export Template</span>: <a class="dropspot" href="javascript:TextPopup(this)" id="a7">View example screen <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp3"></a></p>
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<div class="droptext" id="POPUP242319358" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp4">
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<col style="width: 100%;">
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<tr class="hcp5">
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<td style="width:100%;" class="hcp6">
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<p><img src="../image/export_datawiz.gif" alt="Data Export Wizard" width="372" height="272" border="0" class="hcp3"></p>
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<p class="Help-Text" style="font-style: italic; text-align: center;"><span class="hcp8">Sample Customer Export Screen</span></p>
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<p> </p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div></li>
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</ol>
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<ul class="hcp11">
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Select a destination Excel file (.xls format) for the exported data:</p>
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</li>
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<li style="list-style: none; display: inline;">
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<ul style="list-style: square;">
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Accept the default location and file name, or</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Enter a location and file name to create a new file, or</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Browse to an existing custom file that will receive the exported information</p>
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</li>
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</ul>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Select the <a class="popupspot" href="JavaScript:hhctrl.TextPopup('Spreadsheets can contain multiple worksheets. These settings control which worksheet and at which row on that worksheet the data will be sent. /r/n/r/nIf no selections are made, data will start on the first row of the first worksheet.','Arial,10',10,10,00000000,0xc0ffff)">worksheet and starting row number</a> in the spreadsheet file that you want to receive the data. The column headers will begin on the row you specify.</p>
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</li>
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<li class="p-Help-Nested-List" style="list-style: square;">
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<p class="Help-Nested-List">Select the export template that you wish to use. The default template for the record type is suggested. Select <span class="hcp2">Manage Templates</span> to review, edit or create export templates.</p>
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</li>
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</ul>
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<ol start="7" class="hcp7">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp2">Next</span> and continue following the on-screen prompts to complete the export.</p>
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</li>
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</ol>
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<p class="Help-Steps"> </p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<p class="Help-Text"><a href="importexport_itempics.htm">Export item pictures</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2">Notes:</p>
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<ul class="hcp11">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">You can also select <span class="hcp2">Utilities <font style="font-family: 'Wingdings 3'; font-weight: bold;" face="Wingdings 3"></font> Export</span> from the File menu without displaying a list first. You can choose to export any of your lists or your item pictures.    However, the entire list is always exported with this selection.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted"><a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/reports_export_large.htm');return false;">Excel Worksheet Display Limit<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp3"></a></p>
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</li>
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</ul>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Text"><a href="../qbpos_customers/cust_center.htm">Customer Center</a></p>
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<p class="Help-Text"><a href="../qbpos_customers/cust_email_mktg.htm">E-mail Marketing from Point of Sale</a></p>
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<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_write_letters.htm">Write Letters from Point of Sale</a></p>
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<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
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if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
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TextPopupInit('a2','POPUP243488964');
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TextPopupInit('a4','POPUP244352714');
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TextPopupInit('a3','POPUP186793190');
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TextPopupInit('a6','POPUP242882414');
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TextPopupInit('a7','POPUP242319358');
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//]]></script>
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</body>
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</html>
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