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Export Goods Return Note Data (Excel)

Overview​

This section describes the feature for exporting Goods Return Note data in Excel format (.xlsx).

Purpose​

By exporting Goods Return Note data in Excel format, you can verify return records on a per-slip or per-line item basis, and utilize the data for aggregation and analysis.

Since you can filter the target data by period or Buyer, you can organize return data according to the conditions you want to verify, which is useful for sales analysis and considering inventory management.

Feature Description​

Export Data Types and Languages​

You can specify one of the following for the type of data to be exported (Data Export Type):

  • Return Delivery Note List: Exports one Goods Return Note as one row.
  • Return Delivery Note Line Items: Exports each line item (such as SKUs and custom items) associated with a Goods Return Note as one row.

Additionally, you can export the Excel file by specifying a language.

Filtering Target Data for Export​

Goods Return Note data to be exported is filtered by specifying a period and Buyer.

Instructions​

Navigating to the Goods Return Note Data Export Screen​

  1. Click the Data Export menu.
  2. Click the Return Delivery Note tab.
  3. Click the Data Export tab.
    *It is open by default.

How to Complete the Form​

  1. Data Export Type
    Select one of the following:

    • Return Delivery Note List
    • Return Delivery Note Line Items

  2. File Language
    Specify the language for the file to be exported.

    Select Japanese or English from the dropdown menu.

  3. Period
    Select from the dropdown menu whether to filter the export target by period.

    • All: No filtering by period is performed.
    • Custom: Filters by specifying the target period for export. Also set the Date Range Filter.

  4. Date Range Filter
    Set this when Custom is selected for Period.

    • Select one of the following for Filter Type from the dropdown menu:
      • Creation date of return delivery note data
      • Document Date
    • Enter the start date and end date of the period. You can specify dates using the calendar icon.

  5. Select the target Buyers by checking the checkboxes.

    • You can filter target Buyers by entering conditions in each field of Search Buyers.
    • To select all Buyers that match the search conditions, click Select All.
    • To uncheck all, click Remove All Selections.

Downloading​

After confirming the entered details, click the Download button.

If the process is successful, the Excel file will be downloaded directly.

Important Notes​

Regarding Slips with Unregistered Document Dates​

Goods Return Notes can be created even if the Document Date remains unregistered.

If a Document Date is specified in the Date Range Filter, slips with unregistered Document Dates will be excluded from the export.