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Send To Window - Export

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Different types of data can be exported from POSitive to various document types.

For example, at the Inventory Center or Customer Center:

1) Choose the Gold Send To arrow at the top of the screen.  Note: If you have a lot of information to be exported, it may take several minutes to compile before the Send To window opens.

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2) Select the send to and file format and options visible here

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3) Then choose Save. If you have Excel installed and save a file in an Excel compatible format, POSitive will automatically open Excel and display the completed spreadsheet. Depending on the number of items it may take a few minutes for the file to save and Excel to ope

 

Send To

Printer

OPTIONS

Preview

Include Totals

Greenbar

Pages Width - Calculated or Fixed

Printer Name

 
File

Creates a file which can be saved and re-opened as needed.

Choose a File Format and set appropriate options.

File Format

Excel (XML and XLS)

OPTIONS:

Preview After Save

Column Headers

Start Column

Start Row

Template (xls format)

Dates Using True-date format

File Name

Excel CSV and CSV

OPTIONS

Preview After Save

Column Headers

Delimiter

No Line Wrapping

No Double Quotes

Wrap Empty Strings

File Name

Word

OPTIONS

Preview After Save

File Name