Price Lists - Export to CSV, PDF, or MS Excel
Price Lists - Export to CSV, PDF, or MS Excel
Repeat the following for each price list that you wish to export to a file.
- At the top of your targeted Price List's column, click the drop-down button to access the Price List Menu
- Click to select the Edit in Grid menu option to open a window for that Price List
- At the top right of the Price List window, click the menu to access additional options.
- Click the Export Visible Data as ... and select the type of document you want to create.
- Change the default file name from "download.xls" to the name of the Price List you are exporting and browse to the directory to which you want to save it.
Example: To generate a spreadsheet of the products and prices on a particular Price List, select Export Visible Data as Excel.
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