The application can export different types of records. These are Customers, Items, Quotes, Sales Orders, Cash Sales, Invoices.

Steps to export records.

  1. Home > Settings > Manage Data
  2. Tap on “Export CSV”
  3. Tap on “Record to export” > Choose the record to export.
  4. Choose the export Destination
    • Save to Sdcard –  The csv file will be save on the local device.
    • Save to Dropbox –  This will appear if dropbox has been setup.  To setup the dropbox, please check the 3rd party tool. 
    • Save to Google Drive – To setup google drive, please check the 3rd party tool
    • Send to Email – This will attach the csv file to the  email.

 

 

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