Export Order Summary Table (Excel)

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

Overview

This feature allows you to aggregate order data and export/download it as an Order Summary Table in Excel file format.

Purpose

By exporting the Order Summary Table in Excel format, you can utilize order data for confirming and analyzing order status and sales.

Since you can select the aggregation unit by Transaction Buyer, SKU, or a combination of both, you can obtain aggregated data according to the perspective you wish to verify.

Feature Description

Available Export Formats

Select one of the following six types for the aggregation format of the data to be exported. Creating a template for export is not required.

• Buyer and SKU-wise Order Summary Table
  • Ordered Quantity and Amount: Aggregates the Ordered Quantity and Amount for each Transaction Buyer per SKU.
  • Ordered Quantity: Aggregates only the Ordered Quantity for each Transaction Buyer per SKU.
• SKU-wise Order Summary Table
  • Ordered Quantity and Amount: Aggregates the total Ordered Quantity and Amount across all Transaction Buyers per SKU.
  • Ordered Quantity: Aggregates the total Ordered Quantity across all Transaction Buyers per SKU.
• Buyer-wise Order Summary Table
  • Ordered Quantity and Amount: Aggregates the total Ordered Quantity and Amount across all orders per Transaction Buyer.
  • Ordered Quantity: Aggregates the total Ordered Quantity across all orders per Transaction Buyer.

Currency Selection Restrictions

• When the export format includes Amount: Only one type of currency can be specified.
• When the export format is Ordered Quantity only: Multiple currencies can be specified.

Types of "Orders" in DEXTRE

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

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

Confirmed Order (OC) is data used to finalize the ultimate order content for that specific order.
In the DEXTRE system, the content recorded in the Order Confirmation is generally treated as the official order data.

For details on Order Confirmations, please refer to Create an Order Confirmation.

SKUs and Transaction Buyers to Include in the Summary Table

You can specify whether to include or exclude Include SKUs with zero orders and Include buyers with zero orders in the summary table.

Products or Transaction Buyers that are excluded by filters for products or Transaction Buyers will not be exported even if you specify to include them.

Handling of Option Prices

If the target order data includes an Option Price, the aggregated amount will export the total value including the Option Price.

Sort Order of the Export File

SKUs and Transaction Buyers are exported in order of their registration date (newest first), according to the order defined in the master data.

Instructions

The steps to export the Order Summary Table in Excel format are explained below for each aggregation unit.

As a common procedure, first move to the "Data Export" page, then check the export steps for the summary table that suits your purpose.

• Move to the Order Summary Data Export Screen
• Export a Buyer and SKU-wise Order Summary Table
• Export an SKU-wise Order Summary Table
• Export a Buyer-wise Order Summary Table

Move to the Order Summary Data Export Screen

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

Export a Buyer and SKU-wise Order Summary Table

Specify Export Format

1. Data Export Type
   Select one of the following from the dropdown.

   • Buyer and SKU-wise Order Quantity and Amount Summary Table
   • Buyer and SKU-wise Order Quantity Summary Table

2. Language
   Select the display language of the file as Japanese or English from the dropdown.

Set Filter Conditions for Export Target Data

1. Order Data Source Type
   Select from the following two types via the dropdown.

   • Original Order
   • Confirmed Order (OC)

2. Order Creation Period
   Specify the period for the target data.

   Specify the start date and end date respectively from the calendar.

3. Delivery Status
   Select the delivery status from the following items via the dropdown.

   • All
   • Undelivered SKUs Created
   • Undelivered SKUs Not Created
   • Delivery Invoice Created
   • Delivery Invoice Not Created
   • Delivery Invoice/Undelivered SKUs Not Created

4. Billing Status
   Select the billing status from the following items via the dropdown.

   • All
   • Billing Invoice Created
   • Billing Invoice Not Created

5. Currency
   Specify the currency.

   • If you selected Ordered Quantity and Amount: Only one type can be specified.
   • If you selected Ordered Quantity only: Multiple types can be specified.

6. Order Channels
   Use the toggle button to specify whether to include all items for the order channels to be exported or to select them individually.

   • Enable Include all order channels: All order channels will be targeted for export.

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

     Check the boxes for the order channels you wish to export. You can make multiple selections.

7. Order Statuses
   Use the toggle button to specify whether to include all items for the order statuses to be exported or to select them individually.

   • Enable Include all order statuses: All order statuses will be targeted for export.

   • Disable Include all order statuses: Specify order statuses individually.

     Check the boxes for the order statuses you wish to export. You can make multiple selections.

8. Transaction Condition Types
   Use the toggle button to specify whether to include all items for the transaction terms to be exported or to select them individually.

   • Enable Include all transaction condition types: All transaction terms will be targeted for export.

   • Disable Include all transaction condition types: Specify transaction terms individually.

     Check the boxes for the transaction terms you wish to export. You can make multiple selections.

9. Deposit Condition Types
   Deposit conditions are of two types: With Deposit or Without Deposit.

   Use the toggle button to specify whether to include all items for the deposit conditions to be exported or to select them individually.

   • Enable Include all deposit condition types: All deposit conditions will be targeted for export.

   • Disable Include all deposit condition types: Specify deposit conditions individually.

     Check the boxes for the following deposit conditions you wish to export. You can make multiple selections.

10. Include SKUs with zero orders
    You can choose whether or not to export SKUs with no orders.

    To export them, check the box for If you want to enable the feature, please check the box..

    *Products not selected in the product selection will not be exported.

11. Include buyers with zero orders
    You can choose whether or not to export buyers with no orders.

    To export them, check the box for If you want to enable the feature, please check the box..

    *Transaction Buyers not selected in the buyer selection will not be exported.

Select Target Catalogs, Buyers, and Products

1. Catalogs
   Use the toggle button to specify whether to include all catalogs to be exported or to select them individually.

   • Enable Include all catalogs: All catalogs will be targeted for export.

   • Disable Include all catalogs: Specify catalogs individually.

     Check the boxes for the catalogs you wish to export. You can make multiple selections.

2. Select Target Buyers
   Check the boxes for the buyers you wish to export.

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

3. Select Target Products
   Check the boxes for the products you wish to export.

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

Download Order Summary Table

After confirming the input details, click the Download button.

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

Export an SKU-wise Order Summary Table

Specify Export Format

1. Data Export Type
   Select one of the following from the dropdown.

   • SKU-wise Order Quantity and Amount Summary Table
   • SKU-wise Order Quantity Summary Table

2. Language
   Select the display language of the file as Japanese or English from the dropdown.

Set Filter Conditions for Export Target Data

1. Order Data Source Type
   Select from the following two types via the dropdown.

   • Original Order
   • Confirmed Order (OC)

2. Order Creation Period
   Specify the target period.
   Specify the start date and end date respectively from the calendar.

3. Delivery Status
   Select the delivery status from the following items via the dropdown.

   • All
   • Undelivered SKUs Created
   • Undelivered SKUs Not Created
   • Delivery Invoice Created
   • Delivery Invoice Not Created
   • Delivery Invoice/Undelivered SKUs Not Created

4. Billing Status
   Select the billing status from the following items via the dropdown.

   • All
   • Billing Invoice Created
   • Billing Invoice Not Created

5. Currency
   Specify the currency.

   • If you selected Ordered Quantity and Amount: Only one type can be specified.
   • If you selected Ordered Quantity only: Multiple types can be specified.

6. Order Channels
   Use the toggle button to specify whether to include all items for the order channels to be exported or to select them individually.

   • Enable Include all order channels: All order channels will be targeted for export.
   • Disable Include all order channels: Specify order channels individually.

   Check the boxes for the order channels you wish to export. You can make multiple selections.

7. Order Statuses
   Use the toggle button to specify whether to include all items for the order statuses to be exported or to select them individually.

   • Enable Include all order statuses: All order statuses will be targeted for export.

   • Disable Include all order statuses: Specify order statuses individually.

     Check the boxes for the order statuses you wish to export. You can make multiple selections.

8. Transaction Condition Types
   Use the toggle button to specify whether to include all items for the transaction terms to be exported or to select them individually.

   • Enable Include all transaction condition types: All transaction terms will be targeted for export.

   • Disable Include all transaction condition types: Specify transaction terms individually.

     Check the boxes for the transaction terms you wish to export. You can make multiple selections.

9. Deposit Condition Types
   Deposit conditions are of two types: With Deposit or Without Deposit.

   Use the toggle button to specify whether to include all items for the deposit conditions to be exported or to select them individually.

   • Enable Include all deposit condition types: All deposit conditions will be targeted for export.

   • Disable Include all deposit condition types: Specify deposit conditions individually.

     Check the boxes for the following deposit conditions you wish to export. You can make multiple selections.

10. Include SKUs with zero orders
    You can choose whether or not to export SKUs with no orders.

    To export them, check the box for If you want to enable the feature, please check the box..

    *Products not selected in the product selection will not be exported.

Select Target Catalogs and Products

1. Catalogs
   Use the toggle button to specify whether to include all catalogs to be exported or to select them individually.

   • Enable Include all catalogs: All catalogs will be targeted for export.

   • Disable Include all catalogs: Specify catalogs individually.

     Check the boxes for the catalogs you wish to export. You can make multiple selections.

2. Select Target Products
   Check the boxes for the products you wish to export.

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

Download Order Summary Table

After confirming the input details, click the Download button.

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

Export a Buyer-wise Order Summary Table

Specify Export Format

1. Data Export Type
   Select one of the following from the dropdown.

   • Buyer-wise Order Quantity and Amount Summary Table
   • Buyer-wise Order Quantity Summary Table

2. Language
   Select the display language of the file as Japanese or English from the dropdown.

Set Filter Conditions for Export Target Data

1. Order Data Source Type
   Select from the following two types via the dropdown.

   • Original Order
   • Confirmed Order (OC)

2. Order Creation Period
   Specify the target period.
   Specify the start date and end date respectively from the calendar.

3. Delivery Status
   Select the delivery status from the following items via the dropdown.

   • All
   • Undelivered SKUs Created
   • Undelivered SKUs Not Created
   • Delivery Invoice Created
   • Delivery Invoice Not Created
   • Delivery Invoice/Undelivered SKUs Not Created

4. Billing Status
   Select the billing status from the following items via the dropdown.

   • All
   • Billing Invoice Created
   • Billing Invoice Not Created

5. Currency
   Specify the currency.

   • If you selected Ordered Quantity and Amount: Only one type can be specified.
   • If you selected Ordered Quantity only: Multiple types can be specified.

6. Order Channels
   Use the toggle button to specify whether to include all items for the order channels to be exported or to select them individually.

   • Enable Include all order channels: All order channels will be targeted for export.

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

     Check the boxes for the order channels you wish to export. You can make multiple selections.

7. Order Statuses
   Use the toggle button to specify whether to include all items for the order statuses to be exported or to select them individually.

   • Enable Include all order statuses: All order statuses will be targeted for export.

   • Disable Include all order statuses: Specify order statuses individually.

     Check the boxes for the order statuses you wish to export. You can make multiple selections.

8. Transaction Condition Types
   Use the toggle button to specify whether to include all items for the transaction terms to be exported or to select them individually.

   • Enable Include all transaction condition types: All transaction terms will be targeted for export.

   • Disable Include all transaction condition types: Specify transaction terms individually.

     Check the boxes for the transaction terms you wish to export. You can make multiple selections.

9. Deposit Condition Types
   Deposit conditions are of two types: With Deposit or Without Deposit.

   Use the toggle button to specify whether to include all items for the deposit conditions to be exported or to select them individually.

   • Enable Include all deposit condition types: All deposit conditions will be targeted for export.

   • Disable Include all deposit condition types: Specify deposit conditions individually.

     Check the boxes for the following deposit conditions you wish to export. You can make multiple selections.

10. Include buyers with zero orders
    You can choose whether or not to export buyers with no orders.

    To export them, check the box for If you want to enable the feature, please check the box..

    *Transaction Buyers not selected in the buyer selection will not be exported.

Select Target Catalogs and Buyers

1. Catalogs
   Use the toggle button to specify whether to include all catalogs to be exported or to select them individually.

   • Enable Include all catalogs: All catalogs will be targeted for export.

   • Disable Include all catalogs: Specify catalogs individually.

     Check the boxes for the catalogs you wish to export. You can make multiple selections.

2. Select Target Buyers
   Check the boxes for the buyers you wish to export.

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

Download Order Summary Table

After confirming the input details, click the Download button.

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

Important Notes

Selection of Order Data Source

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

If quantities or amounts have been changed after the order was placed, selecting the wrong source will cause the latest data not to be exported.

Option Prices Included in the Ordered Amount

If the target order includes an Option Price, the amount exported to the summary table will be the total value including the option amount.