Installation Company ERP / CRM


How To Export a List of Deliveries to Excel or PDF

To Do This:

  1. Within your Main Menu, head to the Deliveries tab under Orders.
  2. Filter your data down as you want it using the three blue dots and the columns.
  3. Once you’ve done this, select the ‘Export To Excel’ button.
  4. Enable Editing once the Excel spreadsheet appears and use as required.
  5. You can also select the ‘Export to PDF’ button for a simpler PDF version too. (Please note, you won’t be able to edit this).

Thank you for watching our how-to video on How To Export a List of Deliveries to Excel or PDF, for more information and access to our free trial please visit our website https://businesspilot.co.uk

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