For simplified reporting, a user can use the Order Exports feature without requiring a specific role to access the Insights module in Unimarket. Order Exports is a useful tool for cost center managers or buyers, to provide a view of applicable orders.
Watch this short video on how to Export Orders or read below for additional details:
Go to Marketplace > select Orders. The page can be filtered if there is a specific set of data you are seeking (e.g. date range, supplier), by selecting Filters.
To begin exporting, click Export on the right of the screen.
Select Export Orders or Export Order Lines.
The Export Orders will provide the summary/header level detail of the orders and Export Order Lines will provide a line level breakdown of orders.
| Note: Values used in exports, exclude GST & Shipping. |
| Type | Fields |
| Export Orders |
Order Number, Change Of Order Number, Order Type, Payment Method, Payment Status, Retrofit Order, Created Date, Order Date, Order State, Receiving State, Has Accepted Invoice, Requisition Number, Blanket Order, Blanket Balance, Organisation, Org Unit Code, Org Unit, Buyer ID, Buyer, Supplier ID, Supplier, Supplier Tags, Currency, Order Value, ShipTo, Bill To |
| Export Order Lines |
OrderNumber, OrderType, PaymentMethod, PaymentStatus, RetrofitOrder, CreatedDate, OrderDate, OrderState, ReceivingState, HasAccepted Invoice, RequisitionNumber, BlanketOrder, BlanketBalance, Organisation, OrgUnitCode, OrgUnit, BuyerID, Buyer, SupplierID, Supplier, SupplierTags, Currency, OrderValue, LineNumber, ProductSource, CatalogueTags, ProductName, ProductCode, ProductTags, UnitPrice, Quantity, UnitOfMeasureName, UnitOfMeasureCode, ReceivedQuantity, InvoicedQuantity, RceivedAmount, InvoicedAmount, OrderLineAmount, SplitPercentage, AcctCodeFormat, AcctPart1, AcctPart2, AcctPart3, AcctPart4, AcctPart5 |
Once the desired option is selected, a pop-up box will appear > select the hyperlink titled Here to proceed to the Background Jobs screen.
Once your CSV file is in a Finished state, select Download.