How to Export Data from SPS Commerce Fulfillment

SPS Commerce Fulfillment offers various options for exporting data, such as orders, invoices, and purchase orders, into CSV or Excel files. This guide provides an overview of the export capabilities, step-by-step instructions for common tasks, and important considerations to keep in mind.

Overview of Export Capabilities

Supported Formats: Data can be exported as CSV or Excel files.
Export Options: You can export orders, invoices, purchase orders, and other documents based on specific criteria such as trading partner, date range, or document type.
Limitations: Some data, such as item-level details or cross-references between Vendor Part Numbers and retailer SKUs, may not be available for export.

Step-by-Step Instructions for Common Export Tasks

Exporting Documents

Open the Transactions tab in SPS Commerce Fulfillment.
Use Advanced Search to filter documents by criteria such as document type, trading partner, or document status.
Select the documents you want to export: - For a single document, click the download icon to save it as a CSV or Excel-compatible file. For multiple documents, select the desired documents and use the download button at the bottom of the screen. Up to 100 documents can be selected at a time by selecting 100 Results per Page and checking the mass-select checkbox.
You can choose to combine the selected results into one CSV file or individual files.

Exporting Incoming Orders for a Specific Date Range

Open Fulfillment.
Go to Advanced Search and set the date and time range for when the orders were received.
Filter by trading partner if needed.
Click the download button to export the results to a spreadsheet.

Exporting to PDF

For PDF exports, use the Transactions tab in Fulfillment.
Select the documents you want to print to PDF and select the Print to PDF option. Note: Export in batches of 50–100 documents for better readability.

Exporting Invoice Data with Shipping Charges

Export the invoice data as a CSV file.
Check the following columns for shipping income/charges:
1. Allow/Charge Type (e.g., "Freight" or "Shipping")
2. Allow/Charge Service (e.g., "Standard Shipping")
3. Allow/Charge Amt (monetary amount)
4. Allow/Charge Desc (e.g., "Shipping Fee")
Note that the Invoice Total may include shipping charges, while the Merchandise Total typically excludes them.

Exporting Data Older Than the Retention Period

SPS Commerce retains documents for up to 13 months. Documents older than this may not be accessible for export.
For older documents, contact your trading partner directly to request historical data.

Limitations and Considerations

Item-Level Data: Fulfillment does not provide a report with all item-level details. For basic order exports, use the batch download feature.
Cross-Reference Lists: Fulfillment does not maintain a database of Vendor Part Numbers and retailer SKUs. Request such lists directly from your trading partner.