Custom Order Data Export (Excel)

• Overview
• Purpose
• Feature Description
• Instructions
• Important Notes

Overview

Order data can be custom exported and downloaded in Excel (.xlsx) format.

Purpose

The purpose of this feature is to export Order data to Excel (.xlsx) and extract only the necessary items for business utilization, analysis, and sales contribution.

Since data export templates tailored to specific purposes can be reused, it helps reduce the man-hours for repetitive data extraction tasks and contributes to the standardization of export formats and the prevention of individualization.

Feature Description

What you can do with custom data export of order data

With this feature, you can export Order data to Excel (.xlsx) by combining the following three elements:

• Definition of templates: You can define and reuse data export templates with customized export items, column order, column names, and initial values for empty columns. If no template fits your purpose, create one for the first time only.
• Export by specifying conditions: You can export Order data in Excel (.xlsx) format by specifying a created template and filtering conditions. Processing is performed in the background, and a notification email is sent upon completion.
• Download of export files: You can download the Excel file (.xlsx) after the processing is complete.

Data Export Template

Data export templates allow you to define items to be exported to the Excel file, column order, column names, empty columns, and initial values for empty columns.

Since data export templates are designed to be reused, you create one only when a template that meets your purpose does not exist.

Extraction Granularity

There are four types of Extraction Granularity for data export templates:

Extraction Granularity	Description
SKU Level	Exports data aggregated from multiple orders as one row per SKU.
Product Level	Exports data aggregated from multiple orders as one row per Product.
Order SKU Level	Exports data with each SKU linked to an order as one row. There is no aggregation function.
Order Summary Level	Exports data with each order as one row. There is no aggregation function.

Order Data Source

In DEXTRE, two types of order data, Original Order and Confirmed Order (OC), are managed separately for a single order.

Each corresponds to an Order Data Source.

Original Order is snapshot data that retains the content at the time the order was created.
Before creating an Order Confirmation, only the original price (the base price before applying wholesale rates or discount rates) can be modified.

Confirmed Order (OC) is the data used to finalize the final order content of the relevant order.
In the DEXTRE system, as a general rule, the content recorded in the Order Confirmation is treated as the official order data.

Filtering Conditions for Data Export

When exporting data, you can narrow down the data to be exported by specifying the following conditions:

• Period
• Target Currency
• Transaction Terms
• Order Channels
• Catalogs
• Buyer
• Product

Instructions

Custom data export of Order data is performed according to the following flow:

1. Create a data export template
2. Export order data
3. Download the export file

1. Create a data export template

It is necessary to create a data export template in advance.
If a template that meets your purpose does not exist, create a new one using the following steps.

Navigating to the template creation page

1. Click the Data Export menu.
2. Click the Order tab.
   *Opened by default.
3. Click the Order Export Template tab.
4. Click Create a Template.
   You will be redirected to the "Create a New Order Export Template" page.

First Step - Basic Template Settings

On the "First Step" page, enter the following items:

1. Template Name
   Enter the name of the data export template.

2. Extraction Granularity
   Select the Extraction Granularity from the following four:

   • SKU Level: Exports data aggregated from multiple orders as one row per SKU.
   • Product Level: Exports data aggregated from multiple orders as one row per Product.
   • Order SKU Level: Exports data with each SKU linked to an order as one row. There is no aggregation function.
   • Order Summary Level: Exports data with each order as one row. There is no aggregation function.

3. Selectable Export Columns
   Select the items to be exported.

   info

   Export items are added to the Excel file in the order they are selected.
   For example, the first export item is exported to column A in the Excel file.

   Each export item can be reordered.

4. Reorder Fields
   Each export item from the Selectable Export Columns is displayed in the selected order.

   In Reorder Fields, you can perform the following operations:

   • You can change the order by dragging and dropping or by specifying the column number and destination.
   • Clicking the Duplicate icon duplicates the relevant data export column and allows you to add multiple identical columns.
   • Clicking the Trash icon excludes the relevant data export column.
   • Clicking Add Blank Column adds one empty column as an export item.

After entering each item in the form, click the Next button.
You will be redirected to the "Second Step" page.

Second Step - Custom Settings for Column Names and Initial Cell Values

On the "Second Step" page, you can define column names and initial cell values on the Excel file.

1. Custom Column Name
   You can enter and customize the column name for the first row (header row) of the Excel file.

2. Default Cell Value
   This can only be entered for a Blank Column.

   You can define the initial value that is automatically entered into the cells of the relevant column when exporting the Excel file.

After entering each item in the form, click the Next button.
You will be redirected to the "Preview" page.

Creating the Data Export Template

Check the content of the preview and click the Create button.
The data export template will be created.

Created data export templates can be edited or deleted at any time.

2. Export order data

It is necessary to create a data export template in advance.
Once the data export template is ready, export the Order data using the following steps.

Navigating to the data export page

1. Click the Data Export menu.
2. Click the Order tab.
   *Opened by default.
3. Click the Data Export tab.
   *Opened by default.

How to enter the form - Setting Data Export Type and Template Type

Enter the following items:

1. Data Export Type
   Select Order (with template) from the dropdown.

2. Data Export Template
   Select the template for data export from the dropdown.

How to enter the form - Basic Settings for Export Conditions

1. Period
   Specify the target period for the Order data. It can be selected from the calendar.

   The reference date and time for Order data is the order creation date and time.

2. Date Export Format
   Select a date export format such as YYYY-MM-DD from the dropdown.

3. Merge the quantity per unit item for product or SKU
   This item is set only when the Extraction Granularity is Product Level or SKU Level.

   Specify whether to consolidate quantities without looking at Product or SKU trade terms, currency, or wholesale price, or not to consolidate, using the toggle button.

   • Yes: Order quantities are summed up and exported regardless of currency or wholesale price.
   • No: Order quantities are calculated and exported individually, taking currency and wholesale price into account.

4. Notify To Email
   Enter the email address to send the download URL for the exported Excel file.

5. Order Data Source
   Select either Original Order or Confirmed Order (OC) from the dropdown.

6. Target Currency
   Select the currency for data export from the dropdown.

7. Transaction Terms
   Specify whether to include all Incoterms / Trade Terms items or select them individually using the toggle button.

   • Enable Include all transaction terms: All transaction Terms are targeted for export.

   • Disable Include all transaction terms: Specify transaction Terms individually.

     Check the checkboxes for the transaction Terms you want to export. You can make multiple selections.

8. Order Channels
   Specify whether to include all Order Channel items or select them individually using the toggle button.

   • Enable Include all order channels: All Order Channels are targeted for export.

   • Disable Include all order channels: Specify Order Channels individually.

     Check the checkboxes for the Order Channels you want to export. You can make multiple selections.

How to enter the form - Setting Catalogs, Buyers, and Products

1. Catalogs
   Specify whether to export Order data for all catalogs or select them individually using the toggle button.

   • Enable Include all catalogs: All catalogs are targeted for export.

   • Disable Include all catalogs: Specify catalogs individually.

     Check the checkboxes for the catalogs you want to export. You can make multiple selections.

   tip

   When selecting catalogs individually, you can enter text in the Filter Catalogs to search for titles by partial match. If necessary, the following functions are also available:

   • Select All Filtered: Selects all catalogs considering the current filter conditions.
   • Deselect All Filtered: Deselects all selected catalogs considering the current filter conditions.

2. Select Target Buyers
   Check the checkboxes for the buyers for whom you want to perform data export.

   • You can narrow down buyers by entering conditions in Search Buyers.
   • To select all buyers that match the search conditions, click Select All.
   • To uncheck all, click Remove All Selections.

3. Select Target Products
   Check the checkboxes for the products for which you want to perform data export.

   • You can narrow down products by entering conditions in Search Products.
   • To select all products that match the search conditions, click Select All.
   • To uncheck all, click Remove All Selections.

Executing Data Export

After completing the entry of each item, click the Submit button.
The data export process will start in the background.

When the process is complete, a download URL will be sent to the set notification email address.

To download from the page, proceed to the next step.

3. Download the export file

Once the data export process is complete, download the Excel file using the following steps.

Navigating to the download page

1. Click the Data Export menu.
2. Click the Order tab.
   *Opened by default.
3. Click the Downloads tab.

Downloading the file

1. Click the Update button to check the processing completion status of the data export.
   If the process is not complete, the Download button will not be displayed.

2. As soon as the process is complete, click the Download button.

   You can download the Excel file (.xlsx).

Important Notes

Notes on data export processing time and download

Since data export is processed in the background and not immediately, the Download button will not be displayed immediately after navigating the screen.

To check if the file preparation is complete, either Update the screen or check the completion email (download URL) sent to the specified notification email address.

Notes on incorrect selection of "Order Data Source"

The exported content differs depending on whether you select Original Order (data as ordered by the buyer) or Confirmed Order (OC) (data after the confirmation is created).

If quantities or amounts have been changed after the order, caution is required as an incorrect selection will cause the latest data not to be exported.