Overview:
Refer to this KB article to discover how to export order reports in Xvantage for Associates. This article details the process of downloading using the pre-order exceptions and TS (technology solutions) order tabs.
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Within X4A, hover over the left navigation menu and click Sales.
Choose Order Management.
By default, you will land on the Pre-order exceptions window. Navigate to the order tab that you need to export - suspicious orders, in progress, etc.
Locate the download icon just beside the refresh button on the right side of the page.
Click the download icon. Your file will be automatically saved to your device.
Subtopic 1: How to Download TS Orders
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Within X4A, hover over the left navigation menu and click Sales.
Choose Order Management.
By default, you will land on the Pre-order exceptions window.
Click the TS orders tab.
Locate and click the Export button, just beside the refresh button, located on the right part of the page.
