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  • Recurring Orders Reports

    Wondered if there was an easy way to see upcoming Autoship/Recurring orders for the purposes of planning for inventory. Anyone doing anything -- have any suggestions?

    Thanks
    Joe Arbogast
    http://www.birdsafestore.com

  • #2
    Yes,

    You can "export" all the recurring orders into an excel file.

    One of the columns will show when the next shipment is. Also, if you tag your orders, it will say the tag name.

    -David

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    • #3
      Thanks -- but I don't see in info exported anything about when the next order is due and what items need to be available. All it lists is information about the original order.
      Joe Arbogast
      http://www.birdsafestore.com

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      • #4
        Have you edited the export information in "Custom Export Sets"?

        Be sure to add the field "Next Order", and you can also add the internal comment field. Then in your recurring orders type in what they are getting as an internal comment.

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        • #5
          Tried -- the "next order" field is empty.
          Joe Arbogast
          http://www.birdsafestore.com

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          • #6
            Are you exporting orders that are in the "recurring order" status?

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            • #7
              I don['t see where to set the order status under creating a custom export - only fields. If I export Recurring Orders I get way too much data that I have to sort through to see the Next Orders.
              Joe Arbogast
              http://www.birdsafestore.com

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              • #8
                That's why you make a "Custom Export Set" to only include the columes you want.

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                • #9
                  I understand that, but when I create a Cutom Export set, it includes ALL orders, there is no way to specify a certain order status -- that I can see.
                  Joe Arbogast
                  http://www.birdsafestore.com

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                  • #10
                    The second screen shot I included shows where you mark it so only recurring orders are exported.

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                    • #11
                      Well Duh! Thanks - I didn't realize I could check a box in the top Export list section while selecting my Custom Export set. THANKS!
                      Joe Arbogast
                      http://www.birdsafestore.com

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