Knowledgebase: General
How to export your Inventory Catalog as an Excel spreadsheet
Posted by on 14 Nov 2014 03:30 PM

To export/save your existing inventory catalog to an Excel document, it must first be enabled under your Company Setup.

-Navigate to File > Setup > Company

-Go to the System tab

-Under Other Settings, click on the + sign next to System

-Click on the + sign next to 'Searching'

-Change "Allow Save As" from No to Yes

-Save and Restart the application. 

You will now have the ability to export your frame, spectacle lens, contact lens, lens treatment, or service inventory by pulling up the aforementioned inventory window, right clicking in the inventory listing, and select Save As, then select the directory you wish to save/export the results to, and click Ok.

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