This is the very important and usefull feature for sales executive to report higher authority about their orders and Admin to view all order report on single spreadsheet from multiple executive.
User has to follow below steps:
– Owner should have to create blank Spreadsheet and share on email Id of their team or sales executives.
1.Auto filled Spreadsheet Id:
>>Go to setting
>> Click on Export Spreadsheet Configuration
>> Click on Sales Order Spreadsheet ID
>> Click on Get Id to auto- fill and Select Account where Spreadsheet is saved.
>> Select Account
>> Select shared Order Spreadsheet where user has export order on Drive.
>> Click On Select button( Application will automatically read Spreadsheet Id )
> Click on OK.
1. Manually Enter Spreadsheet Id
>>User can manually enter the Id of spreadsheet where user have to export order(Copy Selected id from URL as shown in below Screenshot)
> then paste in text/desired fields
>> And click on ok.
Note: While user type spreadsheet Id manually, that time Google Account of that
particular Spreadsheet should be Selected/Login with application. Then only it will work otherwise it will give Error message.