Video Tutorial:
How to Export Your Full Catalog: Step-by-Step
Go to your Catalog
From the three dots on the right of your screen, hit on "Print & Export Catalog"
From the "Select type of Paper", hit on "Save as excel".
Select the columns and custom fields you want to include in your Excel file.
Fill in with your email so you can get the file.
In the "Select Export Mode" field, you can choose what data to include in your export:
Catalog: Exports basic material information such as name, item numbers, descriptions, and costs.
Inventory: Exports stock-level details including the locations where the material exists, minimums, maximums, and more.
Hit on "Export"
How to export only certain materials under a specific category: Step-by-Step
💡If you want to export only certain materials under one or more categories, you can apply filters in the Catalog view first (for example, by filtering by the Air ventilation Category).
Go to Catalog and select the Filter option.
Choose the category or categories you'd like to include in the file.
Click Print & Export Catalog.
Under Select type of paper, select Save as Excel.
Click Export.
This filter will apply when exporting the file. You'll get a file with only the materials under the category (or categories) you filtered.
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