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
Fields included in the purchase line items 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 included in the purchase export:

ID	The unique identifier for the purchase
Date	The date the purchase was made
ETA	The estimated arrival date for the purchase
Code	A unique identifier or reference number assigned to the purchase for easy tracking
Vendor	The name of the vendor or service provider from whom the goods or services were purchased
Item total	The total cost of items before tax, shipping, and discounts
Tax	The tax amount on the purchase
Shipping	The shipping cost for the purchase
Discount	Any discount applied to the purchase
Grand total	The total cost including tax, shipping, and discounts
Paid	A status indicating whether the purchase has been paid (Y/N)
Received	A status indicating whether the goods or services have been received (Y/N)
Notes	Additional comments or details related to the purchase
Created At	The date and time the purchase was created in Craftybase. Displayed in your account time zone.
Updated At	The date and time the purchase was last updated in Craftybase. Displayed in your account time zone.

Fields included in the purchase line items export:

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
Expense 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
Shop	The integration the purchase is associated with, if any (e.g., Shopify, Etsy)
Product (if associated)	The specific product linked to the purchase
Order (if associated)	The order number related to the purchase
Category	The purchase category (e.g., materials, labour, overhead)
Quantity	The amount of goods or services purchased
Quantity Type	Unit of measurement, defaults to "item"
Material	The raw material associated with the purchase
Material SKU	The SKU code for the material linked to the purchase
Total price	The total cost of the line item, including 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
Created At	The date and time the purchase line item was created in Craftybase. Displayed in your account time zone.
Updated At	The date and time the purchase line item was last updated in Craftybase. Displayed in your account time zone.