Export to xls - warehouse documents

InvoiceOcean offers the option to export data in various formats, including exporting warehouse documents to an XLS file if you are using warehouse management within your account. The generated file contains general data retrieved from the warehouse documents.

In this article, we will show you where to find the option to export warehouse documents.
 

Filtering Warehouse Documents

To export warehouse documents for a specific period to an XLS file, go to the Warehouse > Warehouse Documents tab in your account. The system will display a list of documents created within the account.

The filtering panel, located on the left side, allows you to search for documents based on their type, issuance date range, or the warehouse to which they are assigned. After setting the filters, click the Search button to display only the values that match your query.


 

Exporting Warehouse Documents to XLS

Once you have a properly filtered list of documents, you can proceed with exporting the data.

To export documents, click the gear icon located in the upper-right corner of the page.

From the available options, you can choose:

• Export to XLS, which includes basic information about the exported documents, such as the type and number of the document, the assigned warehouse, the issue date, the number of products in the document, their gross and net values, and any related invoices.

The program will ask if you want to export a specified number of documents. Once confirmed and the system completes the actions, you can download the file to your computer using the Download button.


 

Below is an example of the export file layout for the Exported to XLS: