The Export tile on the Orders screen downloads your orders in ready-made formats for accounting, winery and logistics systems. Each file follows your filters on the Orders screen, so filter first.
How to export
Go to Orders.
Click Filters and choose the orders to export, for example Show orders for > Last Month. See "How to find orders using filters".
Click the arrow on the Export tile.
Choose your system, then choose the file type.
The CSV file downloads. Import it into your system.
Download one file at a time. If you click several exports quickly, a download can fail. Wait for each file before starting the next.
Formats in the Export menu
Default: Orders CSV (one row per order) and Orders Items CSV (one row per product). See "What's the difference between the Orders CSV and the Order Items CSV?".
Xero: Order Items, Order Items Grouped by Day, and a Grouped by Day option with due dates and tax types and no customers. Each order becomes an invoice numbered INV- plus the order number, with one line per product, its SKU, price, discount and tax.
MYOB: Order Items and Order Items Grouped by Day.
QuickBooks: Order Items and Order Items Grouped by Day. QuickBooks is often used by US wineries.
Vinsight, Vintrace, EzyWine and Jiwa: Order Items and Order Items Grouped by Day, laid out for each system's sales order import.
BAM Logistics: Order Items, for sending orders to the BAM wine logistics warehouse.
Shipping Carrier Export: Orders Items CSV with the delivery address, delivery instructions, gift note, weight, items and SKUs, for shipping carriers and fulfilment houses.
Order Items or Order Items Grouped by Day?
Order Items makes one invoice or sales order per WithWine order, with the customer's name. Use Order Items if you need every sale against the customer in your accounting system.
Order Items Grouped by Day makes one invoice per day for each combination of channel or club, payment type and country. The customer is a summary name, for example "WithWine-Club-Ridge Club-ProcessedbyWithWine-Australia". Use Order Items Grouped by Day to keep your accounting system tidy when you have lots of small orders.
Before you import into your accounting system
Check the account codes, tax types and item codes match your accounting system. Item codes come from each product's SKU in WithWine.
Don't import the same period twice. Use a date filter such as Last Month so each export covers a period once.
To record WithWine fees, use the Fees column in the Orders CSV, or Detailed Summary > By Transaction Fee.