Process to Export Active Stockist List in CSV from SFAXpert Software

Overview:  Medical Representatives placed in any locality are required to submit their Monthly Sales and Stock Closing Reports to their Head offices. Previously the process was carried out manually and there was a chance to commit mistakes. With the development in the technology, the process of submitting Monthly Sales and Stock Closing Reports to the Headquarters has become online.

In the software, the user can also view and export the details of active stockist.

 In order to do the same, the user needs to follow the below mentioned steps:

Firstly, go to Stockist > Stockist.

In the next window, select the status as “Active” to view the active stockist report.

Then, select the details as per the requirement.

To export the report in CSV format, click on the icon of CSV.

When the user will click on that icon, the CSV file will get downloaded on the system.

Now as the user will click on the downloaded CSV file, the report will be displayed.