Etail POS Data Export Insructions
How to Export your information from Etail POS
The following steps should be followed in order to export the maximum amount of information available from Etails platform to Pinogy POS.
Basic Export
Go to client pos portal and login using the credentials shared by them.
Click on Customers in the left menu.
Click on the checkbox available against the customer on left side of each row and then on the checkbox with text “select all customers”.
Once Selected all customers, click on the export button and choose a format for the file to be export (csv or xlsx).
If xlsx file is selected, the file exported will have 2 sheets, one with customer’s main data and second sheet with their address.
If csv file is selected, it will only export main data and the address data will be skipped as csv file can only have 1 sheet.
The file will be mailed to the user whose credential was used to log in.
Click on Product in the left Menu and the on first Product catalog sub-menu.
Click on the checkbox available against the product on left side of each row and then on the checkbox with text “select all products”.
Once Selected all products, click on the export button and choose a format for the file to be export (csv or xlsx).
The file will be mailled to user whose credential was used to log in.
Click on Product in the left Menu and the on second Product catalog sub-menu.
Click on the checkbox available against the product on left side of each row and then on the checkbox with text “select all products”.
Once Selected all products, click on the export button and choose a format for the file to be export (csv or xlsx).
The file will be mailled to user whose credential was used to log in.
Click on Reports in the left submenu.
Click on the Report named as Report by Sale Lines.
Select the date range for which the sales want to be exported and click on search, at any given time, 3 months of data can be exported.
Once the search result updates, click on the export button.
Repeat the process 18-19 until all time period is covered.
Click on the Report named as Report by Transaction.
Select the date range for which the sales want to be exported and click on search, at any given time, 3 months of data can be exported.
Once the search result updates, click on the export button.
Repeat the process 22-23 until all time period is covered.
The files will be mailled to user whose credential was used to log in.
Click on the Report named as Payment Report.
Select the date range for which the sales want to be exported and click on search, at any given time, 3 months of data can be exported.
Once the search result updates, click on the export button.
Repeat the process 27-28 until all time period is covered.
The files will be downloaded locally.