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Kaplan Ord Excel Process

Extracting the order in this manner gives you almost all the data you might need to analyze or review an order. From order lines, addresses, mark fors, invoice numbers, and tracking, this report tells it all! It's also easy to format it appropriately and send to the customer.  It's biggest miss is due dates for backorders and drop ship tracking details.

Use this process to review order details, big and small, but especially on 1000+ line orders. It's quick response time eliminates the long wait for the create/update or track order panel to pull.

Chapter 1: Create the excel order download

Chapter 2: Use the information in the spreadsheet

 

Link: https://scribehow.com/embed-preview/Kaplan_Order_Excel_in_PeopleSoft__MGCXuoRZQ2WPg2yBhVuojw?as=slides&size=flexible