How to Export Orders

Supported System: e-Commerce, Social Commerce
To make shipping and order picking more convenient, four features including "Export Order Report / Stock Picking List / Order Invoice / Packing Slip" are now available on the Orders page. The system will help you collect the key data about your orders more efficiently.

You can choose which fields to include in the Order Report and in what order. The Packing Slip and Order Invoice can be used for order picking or included in the package for customers. Export limits vary by report type, so please check the details below before exporting.

In this article, you’ll find:

FAQs
How to export
How to filter orders based on the data
Overview of Order Report fields
Packing Slip & Order Invoice
Notes

1. FAQs

1. Where is the order export button?

To export orders, go to SHOPLINE Admin > [Order Management] > [Order] and click More Actions at the top right. You can then choose to export the Stock Picking List, Order Invoice, Order Report, or Packing Slip. For detailed steps, please refer to Step 1. Open the export menu.

2. Why is my exported Order Report split into multiple files?

If the export date range of the Order Report exceeds 31 days, the report will be split into monthly files. If the export date range is 31 days or less, or if you export using the "Select all orders across pages" feature, the report will not be split. For more details, please refer to Limitations on order report details.

3. Is there a retention period or date limit for exporting orders?

Yes, there is a date limit. Orders earlier than 2 years will be automatically archived, and you cannot select that date range when exporting the Stock Picking List or Packing Slip from the Orders page. Archived orders can be searched and exported on the "Archived Orders" page. We recommend regularly exporting and saving order reports before orders are archived to avoid issues with large exports. For more details, please refer to Limitations on order report details.

4. How do I export archived historical orders?

Orders earlier than 2 years are moved to the "Archived Orders" page. To export them, go to the "Archived Orders" page and click Export Archived Orders. For detailed steps, please refer to Order History Auto-Archiving.

2. How to export orders

You can export the Stock Picking List / Order Invoice / Order Report / Packing Slip from the Orders page in the SHOPLINE Admin. To export the Stock Picking List, Order Invoice, or Packing Slip, you only need to complete Step 1 and Step 2. To export the Order Report, you also need to complete the field settings in Step 3.

Notes:

Orders earlier than 2 years will be automatically archived and are not selectable when exporting the Stock Picking List.
We recommend regularly exporting and saving order reports before orders are archived to avoid issues with large exports. For more details, please refer to Order History Auto-Archiving.

Step 1. Open the export menu

In the SHOPLINE Admin, go to [Order Management] > [Order] > [More Actions] > [Export Stock Picking List / Order Invoice / Order Report / Packing Slip].

More Actions menu on the Orders page with options to export the Stock Picking List, Order Invoice, Order Report, and Packing Slip

Step 2. Select the export range and date range

Select the export range and date range, and then click Export.

Export Stock Picking List

Export Order Invoice
If you use the "Select all orders across pages" feature, "Export Order Invoice" will not be available. For more information, please refer to Order Management Overview | Order Management.
Export Order Invoice window with export range options

Export Order Report
Those who choose to export Order Report, please proceed to Step 3.
Export Order Report window with export range and date range options

Export Packing Slip

Step 3. Set up the Order Report fields

Check the fields you want to export from the Order Report. You can select or deselect fields you want to display, and in what sequence you want them to appear. The system will customize the exported report based on the order of the fields you arrange. Click Export once you're done.

Setup Guide (Customize Export Template)

Single selection	Check the fields you want on the left, and they will then appear in the right panel. To deselect the fields, you can either uncheck the box in the left panel or delete the field in the right panel.
Batch selection	You can choose to select all fields from a category or select all available fields. Categories include Order, Shipping, Invoice, Product, and Customer.
Field sequence	Fields are ordered according to selection time (from old to new) and arranged in the same order as in the left panel.
Required field	The Order number is mandatory and cannot be removed from the Order Report.
Special fields	Some fields are specifically designed for certain countries or regions. The countries or regions in which a field is available can be seen in the title following the field name. We recommend you not select fields that are not available in your country/region to avoid blank columns appearing in your report, e.g., invoice-related fields outside of Taiwan.
Default fields	The system has a default Order Report template. Once you’ve customized and exported the report settings for the first time, these will become the default settings for your next export; however, you are able to edit the template if necessary.
Routes applicable to default fields	1. Order Report exported via [Orders] > [More Actions] > [Export Order Report]. 2. Order Report exported via [Report & Analytics] > [Report Export] > [Sales] > [Order Report (New)].
Recall rules of default fields	Export settings (fields) preferences will be recorded for individual users, not for a store. Example: 1. Administrator A had previously configured the field settings and then exported a report. When Administrator B uses it for the first time, the system will still apply the default set of commonly used fields (not the ones that Administrator A had configured). 2. Administrator A had previously configured the field settings and then exported a report. Later, when Administrator A uses it again, the system will apply the set of fields based on their previous configuration.

Order Report field settings, with available fields on the left and selected fields in export order on the right

3. How to filter orders based on the data

When exporting order data, you can select the export range in three ways: "Current Page", "Date", or "Selected Orders".

i. Current Page

You can use the "Add Filters" feature to filter orders based on their status, delivery method, order sources, and more. Then, click on [More Actions] > [Export Order Report] > [Current Page] to export the order data that matches your filter criteria.

Exporting the Order Report with the Current Page export range after adding filters on the Orders page

ii. Date

A. Order Date

You can filter/export Order Reports by setting the date range, with a maximum interval of 366 days.

Setting an order date range when exporting the Order Report

B. Shipped/Arrived Date

You can export Order Reports by setting your desired shipment/delivery date range, with a maximum interval of 31 days.

Shipment Date: within this date range, orders with a delivery status of "Shipped".
Arrival Date: within this date range, orders with a delivery status of "Arrived".

Note: If your store is located in Hong Kong and uses HK$, and also uses SF Express for delivery, the date when the delivery status changes to "Arrived at pick-up point" is considered the Arrival Date. Please refer to SF Express Auto Delivery Feature for more information.

Setting a shipped or arrived date range when exporting the Order Report

iii. Selected Orders

The orders selected through the "Designated (selected) orders, Select all orders on a single page, and Select all orders across pages" features will be the data exported in the Order Report.

*Note: To learn more about "Select all orders across pages", please refer to Order Management Overview | Order Management.

Exporting the Order Report for selected orders on the Orders page

4. Overview of Order Report fields

The Order Report fields are divided into the following categories: Order, Subscription, Delivery, Invoice, Product, Customer, and Marketing. The fields included in each category are described below.

i. Order

General order information falls into this category, including shopping cart number, order number, combined order number, referral source platform, salesperson, order date, payment method, order subtotal, shipping fee, discount, tax, recommended activities, and so on.