Export purchases
How to take purchases out of Craftybase.
Craftybase provides the ability to download your purchases for further analysis via a spreadsheet
In this article we'll cover:
- Exporting your purchases
- Exporting your purchase line items
- Downloading the CSV export
- Fields included in the purchase export
Exporting your Purchases:
The Purchase Data includes overall order details such as date, vendor, total costs, tax, and shipping
Go to your Purchases list page
In the table pagination area, click on the Export icon
Exporting your Purchase Line Items:
The Purchase Line Item Data breaks down each individual product within the purchase, including quantity, category, and specific costs associated with each item.
- Go to your Purchases list page.
In the Purchases menu, select Purchase Line items
- In the table pagination area, click on the Export icon
- Wait for the file to download, then open the file in your spreadsheet program to edit.
Downloading the CSV file
After clicking Export, you can click the bell icon on the upper right-hand side of the screen. This will access your notifications tab, which provides a link to download the CSV file.
If you would like only to 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 export it as explained above.
Fields:
| 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 | A unique identifier or reference number assigned to the expense for easy tracking. |
| Vendor | The name of the vendor or service provider from whom the goods or services were purchased. |
| Integration | The expense is linked to the E-commerce platform (e.g., Shopify, Etsy). |
| Product (if associated) | The specific product linked to the purchase |
| Order (if associated) | The order number is related to the purchase. |
| Category | The purchase category (e.g., materials, labor, overhead) |
| Quantity | The amount of goods or services purchased |
| Quantity Type | Unit of measurement , defaults to "item" |
| Material | The raw material or component associated with the purchase |
| Material SKU | The Stock Keeping Unit (SKU) code for the material linked to the purchase |
| Total price | This includes any proportional discounts, tax, and shipping |
| Paid? | A status indicating whether the expense has been paid (Yes/No) |
| Received? | A status indicating whether the goods or services have been received (Yes/No) |
| Notes | Additional comments or details related to the expense for further clarification. |