How To: Bulk Export Orders
On the Orders page of TapGoods PRO, users can apply Bulk Actions to groups of orders populated on the page. Bulk Actions in the platform will apply an action to all selected items on the page. To utilize a Bulk Action on the Orders pages, users will first need to navigate to one of the Orders pages located under Orders on the TapGoods PRO dashboard.
Once on the desired Orders page, utilizing bulk actions is simple. One bulk action that users can utilize is the Export All feature, which will allow users to export information regarding the selected orders. To Export All on any of the Orders pages…
- Select the desired orders by checking the boxes next to them.
- Click the dropdown arrow next to Bulk Actions.
- Click Export All.
Once Export All has been selected, users will be prompted to select what information will be included in the exported PDF. Users can include the Billing/Invoice, Picklist, Locations, Documents, Turn by Turn route, Rental Summary, or the Dispatch Summary. To include all options offered, click All Rental Details. Click Export PDF to start the export.