Exporting documents to Excel
Export reception notes, receptions, shipping orders, picking and packing to Excel, ready to print, with a summary and charts.
What it does
You can now export reception notes, receptions, shipping orders and their picking and packing details straight to Excel, ready to review, share or print, without leaving the screen you're on.
Where to find it
- On the Reception Notes, Manage Receptions and Shipping Orders lists, export lives in the Bulk Selection menu, which appears once you select at least one row. The menu has two options:
- Export selection to Excel: exports only the rows you selected.
- Export all pages to Excel: exports every row matching the current search and filters, not just the page you're looking at.
- On the detail screen of a reception note, a reception or a shipping order, and on the shipping order's Picking and Packing tabs, use the Export to Excel button (Excel icon) at the top of the screen.
What you get
- List exports include a KPI summary band at the top, a filterable table matching what's on screen, and an Analysis sheet with charts (for example, documents by status).
- Detail exports mirror the tabs you see on screen as separate sheets: for a reception, that's header, lines, by product, by lot and volumes; for packing, it's an indented outline of the container hierarchy.
- Every export is formatted to print cleanly: landscape orientation, fit to page width, and repeating headers on every page.
- Exports follow your selected language (Portuguese, English, Spanish, French and Italian).
How to export a document
- Open the list or the detail screen you want to export (for example, Shipping Orders).
- On a list, select at least one row, open the Bulk Selection menu and choose Export selection to Excel or Export all pages to Excel. On a detail screen, select Export to Excel.
- The file downloads automatically once it's ready.
💡 Note: To export just a set of shipping orders, filter the list first and then use Export all pages to Excel. See finding orders in the Shipping Orders list.
Important notes
- Very large exports are capped to keep things fast; if a document is too large to export, you'll see a clear message instead of a failed download.