You can easily customize and export your List. Click on the Custom Export button and select within the Export Preferences if this is a User Export or Customer Export, and your preferred columns to be exported.
The following fields are available for export:
- Adjusted Cost
- Assignee
- Available Quantity
- Base UM Code
- Company Wide Inventory
- Cost
- RPC Change Date
- Cost Type
- Customer Description
- Customer Last Price
- Customer Line #
- Customer Part Number
- Customer UOM
- All Extended Prices
- Extended Price Usage
- External Comment
- All GP Percentages
- GP Percentage Usage
- Image Link
- Internal Comment
- Item Type
- Last Ordered Cost
- Last Quoted Cost
- Lead Time
- MSDS Code
- Manufacturer Part Number
- Minimum Quantity
- Miscellaneous 1
- Miscellaneous 2
- Miscellaneous 3
- Miscellaneous 4
- Non-Tax Type
- Part Notes
- Priority
- Unit Price
- Product Category Code
- Product Category Name
- Promise Date
- Purchase UM Code
- All Requested Quantities
- All Quote Costs
- All Quote Prices
- Quote Cost Customer Usage
- Quote Cost Quantity Breaks
- Quote Cost Type
- Quote Cost Usage
- Quote Price Quantity Breaks
- Quote Price Usage
- Rebate Cost
- RPC Change Date
- Ref #
- Replacement Cost
- Requested Manufacturer
- Requested Part Number
- Requested Ship Date
- Requested Vendor Name
- SL Date (Stock Load)
- SPA Cost
- Standard Cost
- Standard Package Size
- Status
- Stocking Status
- Selected Extended Price
- Selected GP Percentage
- Selected Quote Cost
- Selected Quote Price
- Selected Requested Quantity
- Taxable
- Unit Price
- Usage
- Vallen CPN
- Vallen Description
- Vallen Manufacturer Code
- Vallen Manufacturer Name
- Vallen Part Number
- Vallen Vendor
- Vallen Vendor Code
- Vend Pack
- Vendor Cost Expiration
- Vendor Notes
- Vendor Part Number
Column Re-ordering and Format
You can re-order the columns in your export under the section titled Specify order of exported columns. Simply drag the column names up or down until you've chosen the preferred column order for your file.
You can also Select Additional Export Options, including 'Export with Project Status', and 'Export with Alternate Items'.
Additionally, you can determine which rows to include by selecting one of the following in the Select what to export section:
- only selected parts- parts that have been checked in the first checkbox column,
- only filtered parts- parts that have been filtered using the toolbar,
- or all parts.
There is the ability to export with Project Status or with alternates.
You can pick from the following format options for the export: xlsx, csv, or tsv.
To save your selected column choices (and make them the default selections), check the box next to Update Selected Export Option.