Export purchases

Learn how to export your purchases to take your data outside of Craftybase.

Our Expenses feature is being renamed to Purchases from 21 June 2023. More details

To download your Purchases:

  1. Go to your Purchases list page
  2. In the table pagination area, click the link labeled Export

  1. Wait for the file to download, then open the file in your spreadsheet program to edit.

To download your Purchase Line Items:

  1. Go to your Purchases list page
  2. In the menu along the left side of the page under the Tools heading, click Export Purchase Items.
  3. Wait for the file to download, then open the file in your spreadsheet program to edit.

If you would like to only export specific data, you can use the Filter Menu options along the left side of the page. Once your selections are made, select Filter, and only the data from the selected categories will be displayed. From there, you can then export as explained above.

Data available in your Purchase Line Item export file:

Expense ID The unique identifier for the expense
Expense date The date for the expense
ETA date The date that the expense order is expected to arrive
Code The expense code
Vendor Vendor associated with the expense
Sales channel
Product (if associated)
Order (if associated)
Category
Quantity
Quantity Type Unit of measurement, defaults to "item"
Material
Material SKU
Total price This includes any proportional discounts, tax, and shipping
Paid?
Received?
Notes

After clicking Export, you can then click the bell icon on the upper right-hand side of the screen. This will access your notifications tab, which will provide a link to download the CSV file.

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