Support » Plugin: WP E-Commerce Dashboard » [Plugin: WP E-Commerce Dashboard] Create single merged .csv?

  • I was wondering if anyone may be able to give me some advice or pointers on how I may go about achieving the following:

    I have a requirement to automate the generation of product invoices for my company on one of our sites. This has the WP E-Commerce plugin installed together with this dashboard plugin, which certainly provides some welcome additional functionality. However, I note that I am constrained in what I am able to export, in that I cannot have product description display on the Purchase Orders .csv for example. What I am really looking to achieve is to be able to format a .csv which includes the following information and to mail merge these fields to the invoices –

    First Name, Surname, Complete Address, Order Date, Order ID, Individual Item Descriptions and Quantities, Individual Unit Prices, Shipping Total, Net Order Total, VAT Total for Shipping + Items and Gross Total.

    I appreciate that most of this can be achieved with the plugin as is, but can anyone suggest how I might even start to customise this to meet my own requirement on this occasion? Obviously a solution isn’t just going to fall in my lap here and I’m more than willing to get my hands dirty, but I have only really been working with WP and PHP for a couple of months so I’d be really grateful for any suggestions.

Viewing 10 replies - 1 through 10 (of 10 total)
  • Plugin Author Lee Willis

    (@leewillis77)

    Hi – you should be able to output all of the information you mentioned from the export option in the dashboard plugin . What exactly do you think you can’t get?

    Thread Starter keepitnang

    (@keepitnang)

    Hi Lee – Thanks for the swift response.

    What I have been charged with is creating export functionality that exports only a single .csv file that contains exactly all of the fields I mentioned above so that the file can be directly mail-merged with our existing invoice template. Something like this kind of thing –

    Office Example Template

    So, for example, as far as I am aware, if I export all the Orders I will not see Product Description on the resulting .csv output. Effectively we are just trying to automate the sales process (or get as close to full automation of the process as we can). Are you able to give me any advice as to how I could at least begin to amalgamate the 2 export functions? As I’m just starting out really I’d appreciate the chance to be able to learn something from a plugin such as yours, but I really have no idea of where to start as a jumping-off point.

    Plugin Author Lee Willis

    (@leewillis77)

    if I export all the Orders I will not see Product Description on the resulting .csv output.

    Item descriptions aren’t included in the “Orders” export, but they are if you choose “Order Lines” as the export.

    The order line export will give you all of the information you listed (As long as you’ve selected the fields using the “Configure Fields” link on the export page). You’ll get one line per-item, rather than one line per order, but it should have the info you need.

    Is that what you’re after?

    Thread Starter keepitnang

    (@keepitnang)

    Hi Lee – What I’m after, in layman’s terms, is the facility whereby someone here can click the ‘Go’ button within the admin interface and have a single .csv generated which incorporates fields from both ‘Orders’ and ‘Order Lines’. I was hoping to use your plugin as a basis to try and do this rather than trying to re-invent the wheel, but would you suggest having to write some alternate code in this instance or can your plugin as you see it be customised to allow me to achieve what I’m after?

    Thanks for your help with this.

    Plugin Author Lee Willis

    (@leewillis77)

    OK – so what I’m confused about is that you can do that right now …

    Just go into the “configure fields” page – turn everything on (For now), then run an order line export.

    There are a few fields that won’t show up on the order line export – but I think everything you want should be there …

    Thread Starter keepitnang

    (@keepitnang)

    Sorry Lee – using the example of the Product Descriptions field being missing from the ‘Orders’ .csv was probably not the best example I could have used to illustrate what I’m trying to achieve here. My bad. Using the ‘Order Lines’ export does indeed give me most of what I need, but I am wondering if it would be possible to pull in data to a templated invoice that would display something along the lines of

    [Customer Details]
    [Item No.1] – [Item No.1 Price inc. VAT]
    [Item No.2] – {Item No.2 Price inc. VAT]
    and so on down to
    [Order Items Total ex. VAT]
    [Order Shipping Total ex. VAT]
    [Total VAT on Items and Shipping]
    [Complete Total inc. VAT]

    At the moment the .csv lists all order items on separate lines, but is there a relatively simple way in which I could group order items by the order ID, and export by ID to the template? Forgive my ignorance if this can already be achieved, but this is exactly what I am after.

    Thanks again in advance for your help.

    Plugin Author Lee Willis

    (@leewillis77)

    Mail-merging data that has variable numbers of items isn’t really straightforward in general.

    It’s not something I’ve ever tried, but the following articles seem to suggest that it can be done, from the type of output the plugin already produces.

    See for example:
    http://support.microsoft.com/?kbid=211303
    http://www.gmayor.com/ManyToOne.htm

    Thread Starter keepitnang

    (@keepitnang)

    Thanks so much for the useful links Lee. I’d been trying to find my own articles on achieving this, but the ones you have suggested are certainly a little more concise and easy to understand than the ones I had found to date 🙂

    I am having the same problem.

    Did you find any clue keepitnang?

    Thread Starter keepitnang

    (@keepitnang)

    Hi Penter,

    I ended up using a plugin to achieve the result I wanted, customising the output of WP-Ecommerce to show only what I wanted on the invoice. Plugin as follows:

    http://www.split-moon.com/wp-e-commerce/plugins/wp-e-commerce-pdf-invoices/

    Worked well for me so if you choose to use this option and need some help setting up just let me know and I’ll let you know how I did it 🙂

Viewing 10 replies - 1 through 10 (of 10 total)
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