Exporting an Orders List in Buddi

How to Export an Orders List
Generating a CSV File

1. Access the Admin Portal > Order Queue

   • https://app.buddi.io/admin/queue
     
     

2. Refine the Order List using the Dropdowns (optional)

   1. Order Type: Select from: Pick-up, Delivery, In-Store, Direct Mail, or Curbside.
   2. Order Status: Select from: Incomplete, Completed, Ready for Pick-up, Out for Delivery, Cancelled, or Ready for Delivery.
      
   3. Payment Status: Select from: Paid, Unpaid, Full Refund, or Partial Refund.
   4. Date Range: Click on the calendar icon to filter the orders within a specific date range, or select Today.
      
      

3. Generate an Excel File (CSV)

   • Click on the sheet+arrow icon (labelled 'E' above).
     
     

4. Adjust and Print the Order List

   • Open the exported Excel file.
   • Adjust column widths as needed and delete any unnecessary columns.
   • Print the list on a regular printer.

Printing a Delivery Orders List

The orders export list feature is useful for printing delivery order documentation, making the delivery process more efficient for your driver and keeping your store records organized.

Here is a demo of the configuration for paid delivery orders for the day:

• Order Type: Select Delivery.
• Order Status: Select Out for Delivery or Ready for Delivery.
  
• Payment Status: Select Paid.
• Date Range: Select Today in the 'Select Date Range' / Calendar pop-up.