You can export data from the Items module in Zoho POS to a .CSV, .XLS, or .XLSX format. You have the option to export all items or those added during a specific period.
Summary
The article discusses how to export data from the Items module in Zoho POS to a CSV, XLS, or XLSX format. Users can choose to export all items or those added during a specific period. The export file consists of all field values in the respective columns. To configure the template of the export file, users can select the module from which they want to export data, click the "More" icon, and select "Export [Items]". They can then select the format of the export file and enter a password if required. Additionally, users can create a new template or edit an existing one by clicking the "+" Add New" button and selecting a field from Zoho POS. The article provides a step-by-step guide on how to export data, including selecting the module, choosing the export format, and entering a password. The article concludes by providing related articles and a feedback section for users to rate the article's helpfulness. Users can also configure the template of the export file by selecting the module, clicking the "More" icon, and selecting "Export [Items]". They can then select the format of the export file and enter a password if required. The article also provides a step-by-step guide on how to export data, including selecting the module, choosing the export format, and entering a password.
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All the Items present in the Items module can be exported in a .CSV, .XLS, or .XLSX format. You can also choose to export the items that are added during a time period. The export file consists of all the field values in the respective columns.
Configure the template of export file
The template defines the fields from the Items module that will be included in the export file. You can create a new template or edit an existing template.
To export data
Select the respective module from which you want to export the data.
Click the More icon and select Export [Items].
In the Select Module drop-down list, Items module will be selected by default. You can change it if required.
Select All Time or Specific Period.If Specific Period is chosen, enter the From and To date.
Select an export template from the Fields in Export File drop-down list.
To add a new template, do the following:
Click + Add New.
Enter the Template Name.
Click Add a New Field and select a field from Zoho POS.You can modify the Field Name in Export File if required.
Click Save and Select.
Select the format of the export file in the Export As section.