Customer Portal - Export Orders & Quotes

The export functionality in the Kodaris Customer Portal enables users to download their orders and quote data for offline analysis and record-keeping purposes. Users can access this feature from both the standard view and spreadsheet view within the portal, providing flexibility in how they interact with their data. The export process generates CSV files that maintain the same column structure as displayed in the customer portal interface, ensuring consistency and familiarity when working with the exported data. Users can customize file names during the export process and the system also provides a confirmation when files are successfully generated.

What is covered

• Access the export feature from the Customer Portal orders screen
• Initiate CSV file downloads
• Customize export file names during the download process
• Export from both standard view and spreadsheet view interfaces
• Exported files maintain the same column structure as the portal display
• Apply the same export process to quote data
• Confirm successful file generation and accessing downloaded files