9 Secrets About Advanced Order Export for WooCommerce

WooCommerce is an extremely versatile eCommerce platform that allows you to customize and increase the functionality of your online store. One of the most useful tools offered by WooCommerce is the Advanced Order Export for WooCommerce plugin. The plugin allows you to easily export orders from your WooCommerce store to different formats, giving you the ability to manage your orders, generate custom reports, and more. However, there are many more features and benefits to this amazing plugin that you may not be aware of. In this blog post, I’m going to share with you 9 secrets about Advanced Order Export for WooCommerce that you may not know.

Various Formats

It allows you to export orders in various formats. You can export orders in CSV, XML, and JSON format, and you can also export orders as PDFs. This makes it easy to work with your orders in any system.

Custom Fields

You can create custom fields for order exporting. You can customize your order exporting process to include fields such as customer name, email address, order date, and more. This gives you the freedom to export the exact data you need.

Bulk Export

You can use the plugin to export orders in bulk. You can select orders based on date ranges, order statuses, or other filters and then export them all at once. This is especially useful for businesses with large order volumes.

Filter Orders

You can use the plugin to filter orders. You can create custom filters and then use them to export orders that match specific criteria. This makes it easy to find the orders you need without having to manually search through them.

Integrate with Zapier

You can integrate with Zapier. Advanced Order Export for WooCommerce also integrates with Zapier, allowing you to easily import your orders into other applications or systems. This can be especially useful if you’re looking to use the data from your orders in another system.

Profiles

You can include export profiles for different order types. You can create profiles for different order types, such as wholesale orders or international orders. This makes it easy to quickly export orders based on their type.

Export Different Data

You can use the plugin to export different data. In addition to exporting orders, you can also export customer data. This includes customer name, email address, billing address, and more.

Email Notifications

You can also configure the plugin to automatically send email notifications to customers when their order is exported. This feature can be very useful in ensuring that customers are kept up to date with the progress of their orders.

Automated Export

You can schedule automated exports. You can set up automated exports to run on a daily, weekly, or monthly basis. This makes it easy to keep your order data up-to-date without having to manually export it.

These are just a few of the secrets about Advanced Order Export for WooCommerce. This plugin is a great way to make managing orders from your WooCommerce store easier and more efficient. With its powerful features and customization options, it’s a must-have for any business.

Advanced Order Export vs. Traditional Reporting: Which Is Right for Your Business?

What is Advanced Order Export?

Advanced Order Export for WooCommerce allows businesses to efficiently manage and export their order data. This plugin simplifies the process of exporting order data by providing customizable options and automating the export process. With Advanced Order Export for WooCommerce, businesses can easily extract and organize their order data into various formats such as CSV, Excel, PDF or etc.

How does Advanced Order Export differ from traditional reporting?

Let’s first understand what Advanced Order Export for WooCommerce and traditional reporting are and how they differ. Traditional reporting involves pulling data from various sources and compiling it into a report, usually in the form of charts and graphs. This process can be time-consuming and requires technical expertise. On the other hand, plugin is a more automated and streamlined approach to reporting, where data is extracted from a single source and exported into a customizable format, such as Excel or CSV.

One of the main advantages of Advanced Order Export for WooCommerce is its ability to provide real-time insights. With traditional reporting, data is often outdated by the time it is compiled and analyzed. This can lead to delayed decision-making and missed opportunities. On the other hand, Advanced order export can provide up-to-date data, allowing businesses to make decisions timely and accurate. There are two similar functions: Status change jobs and Schedule jobs.

Another significant difference between the two methods is the level of customization and flexibility. Traditional reporting often follows a standard format, making it difficult to tailor the report according to specific business needs. On the contrary, Advanced Order Export for WooCommerce allows for customization of data fields, filters, and formats, giving businesses the freedom to create reports that best suit their requirements. This level of flexibility can save time and effort, as businesses can focus on the specific data they need rather than sorting through irrelevant information.

Advanced Order Export for WooCommerce has a lot of filters:

  • Filter by order
  • Filter by product
  • Filter by customer
  • Filter by coupon
  • Filter by billing
  • Filter by shipping
  • Filter by item and metadata

One of the limitations of traditional reporting is the lack of the integration with other plugins. For instance, if a business is using a multiple software for different functions, it can be challenging to consolidate data from these systems into a traditional report. For all that, Advanced Order Export for WooCommerce, can integrate with multiple systems, making it easier to compile and analyze data from various sources in one place.

Here’s the list of compatibility plugins:

  • Checkout Add-ons
  • PDF Product Vouchers
  • Woocommerce Subscriptions
  • WooCommerce Bookings
  • WooCommerce Appointments
  • WooCommerce Memberships
  • WooCommerce Product Vendors
  • Local Pickup Plus
  • FooEvents
  • Tickera
  • WooCommerce Box Office
  • Shipping Multiple Addresses
  • WooCommerce TM Extra Product Options (each option as column)
  • WooCommerce TM Extra Product Options (each option as separate row)
  • WooCommerce TM Extra Product Options (all options as ONE row)

Note: you can find out more about compatibility and how to set it up here

Essential Advanced Order Export examples

  1. Summary reports

One of the most common use cases for the plugin is to generate summary reports. This involves exporting data from a specific period or date range and summarizing it into a single document. For example, a business may want to generate a monthly report of all orders processed, including total sales, order volume, and average order value.

Advanced Order Export for WooCommerce allows businesses to customize their summary reports according to their specific needs. They can choose which data fields to include, such as customer information, product details, and shipping information. This level of customization enables businesses to gain a clear understanding of their order data and identify any trends or patterns that may impact their operations.

  1. Profiles

Another essential example of advanced order export is the ability to create profiles. Profiles are pre-defined sets of rules that determine which data is exported and how it is formatted. This is particularly useful for businesses that regularly export data in a specific format for further analysis or integration with other systems.

For instance, a business may have a profile set up to export order data in a CSV format and automatically send it to their accounting software every day. This eliminates the need for manual data entry and ensures that the information is always up-to-date.

  1. Scheduled and Status change jobs

Scheduled jobs allow businesses to automatically export orders at a specific time and frequency. This feature is especially useful for businesses that have a high volume of daily orders. With Advanced Order Export for WooCommerce options, businesses can also set up status change jobs to export orders when they reach a particular status, such as when an order is shipped or cancelled. This allows businesses to efficiently manage their order processing and fulfillment. For example, a business can set up a status change job to export orders with the status ‘processing’ to their fulfillment partner, ensuring timely delivery to customers.

On a final note, while traditional reporting has been a tried and tested method for data analysis, Advanced Order Export for WooCommerce offers a more efficient, accurate, and customizable approach. With the ever-increasing amount of data that businesses have to deal with, this plugin is becoming the preferred choice for many organizations. It allows businesses to gain valuable insights into their operations, improve decision-making, and stay ahead of the competition. So, if you want to take your business to the next level, consider switching to Advanced Order Export for WooCommerce for a more comprehensive and data-driven approach to reporting.

Advanced Order Export: Free vs Pro

Introduction

Advanced Order Export is a powerful and versatile tool that makes it easy to export orders from your online store in a variety of formats. With the free version of Advanced Order Export, you can export orders to CSV, XML, and PDF formats, as well as to various platforms. You can also filter orders by date range, order status, and other criteria. The free version also includes basic mapping options, allowing you to map the exported data to your own custom fields. However, the free version does not offer support any of the more advanced features.

Features of Pro

Advanced Order Export Pro is an invaluable plugin for any store owner looking to make the most out of their WooCommerce store. The automation that the pro version has can save you time and money in the long run, allowing you to focus on other aspects of your business.

All key functions of the pro version are presented in the table:

Features Free Pro
Profiles +
Status Change Jobs +
Scheduled jobs +
Destination Block +
Advanced settings +

Profiles

Profiles are a block containing saved export settings. With it, you can easily create different profiles to export your WooCommerce orders into various formats.

Status Change Jobs

The plugin also has a feature that allows you to export orders based on their status, such as processing, refunded, or completed.

Scheduled jobs

With the advanced order export scheduled jobs, store owners can easily automate the process, saving them time and resources. This allows them to focus on other aspects of their business, such as marketing and customer service.

Destination Block

This feature is ideal for businesses that need to quickly and accurately transfer order data from one platform to another. It allows for the export of orders to a wide variety of destinations, including HTTP, XML, FTP, and even direct to a web service.

Advanced settings

With its advanced settings, you can customize your order export process in detail. It allows you to configure General, Interface, Jobs, Failed Export, Zapier and HTML.

Conclusion

The Advanced Order Export plugin for WooCommerce is a great way to keep track of orders and export data quickly and easily from the store. While the free version is a great starter tool for basic data export needs, the pro version offers more features and options for more advanced data export tasks. In the professional version, you can configure and save multiple export settings, schedule automatic exports, and even export orders to different destination blocks. For those with more complex export needs, the pro version is the best choice. It offers more features and options for faster and more efficient order export tasks.

Common Mistakes to Avoid When Using Order Export for WooCommerce

As an online store owner, it is crucial to have a smooth and efficient order export process in place. This process involves exporting orders from your WooCommerce store to a file that can be easily shared with third-party platforms or fulfillment services.

In recent years, the use of order export plugins for WooCommerce has become increasingly popular among store owners. These plugins offer a range of features that can simplify and streamline the order export process. However, like any other technology, there are some common mistakes that store owners make when using these order export plugins. In this article, we will discuss these mistakes and how to avoid them.

Not Selecting the Right Plugin

The first and most crucial mistake that store owners make is not selecting the right plugin for their needs. With a plethora of order export plugins available in the market, it can be overwhelming to choose the right one. However, it is essential to do thorough research and select a plugin that meets your specific requirements. Some plugins may have features that you do not need, while others may lack critical functions. Take your time to evaluate different options and choose the one that best suits your store’s needs.

You can read a review of the plugins in this article.

Not checking the export format

Another common mistake is not checking the export format before exporting data. WooCommerce offers various export formats, such as CSV, Excel, and PDF. Each format has its own advantages and limitations, and choosing the wrong format can result in data being exported in an unusable or unreadable format.

Advanced Order Export for WooCommerce has even more formats, such as TSV, HTML, XML and JSON. Moreover, you can export your orders to other services using Zapier.

Not scheduling regular exports

Many merchants make the mistake of not scheduling regular exports and instead only exporting data when needed. This can lead to missing out on important data and insights that can help improve their business. Regularly exporting data allows merchants to track trends and identify patterns, which can be used to make data-driven decisions.

To avoid this mistake, merchants should set up a schedule for regular exports, depending on their business needs. This can be daily, weekly, or monthly, depending on the volume of orders and the frequency of changes in their data.

Watch our video on how you can schedule your exports in Advanced Order Export for WooCommerce.

Not filtering the orders

Another mistake that merchants make is not filtering the orders before exporting them. By default, WooCommerce exports all the orders, including cancelled and refunded orders. This can lead to confusion and inaccurate data analysis. Therefore, it is crucial to filter the orders based on their status, date, and other criteria before exporting. This will ensure that you only export the orders that are relevant to your purpose.

Not backing up data

Merchants often make the mistake of not regularly backing up their data. This can result in losing crucial data in case of system crashes, accidental deletion, or other unforeseen circumstances.

To avoid this mistake, merchants should make it a habit to regularly back up their data. They can also use backup plugins or services to automate this process and ensure their data is always safe.

You might have missed it: a video about the backup tool function, with which you can copy your export settings.

We shows you the most common mistakes that users make when choosing and using an export plugin. They are often caused by inattention and can be corrected manually. However, if you have a problem and you don’t know how to solve it, then feel free to write to our support. The Advanced Order Export for WooCommerce plugin team is always ready to help you!

Customized Exports Made Easy: Exploring the Flexibility of Advanced Order Export for Woocommerce

The Relevance of Customizing Reports

Customizing reports is an important part of any business, whether it be a small business or a large corporation. Reports are an effective way to track progress, analyze data, and identify areas for improvement. For businesses, customizing reports can help ensure that the right information is available to decision makers, leading to better decisions and improved performance.

Customizing reports can also help improve the accuracy of the data. By taking into account the specific variables and conditions of the business, the report can be tailored to provide more accurate and reliable results. This is especially important when dealing with complex data sets.

In addition to improving accuracy, customizing reports can also help save time. Since the reports are tailored to the specific needs of the business, they can be quickly generated. This can help save time and resources that would otherwise be spent on manually creating reports.

Do Your Customized Export

When it comes to exporting data, creating a customized export report can be a daunting task. The good news is that there are several steps you can follow to make the process easier. This little guide will provide an overview of how to create a customized export report.

  1. Give the report a title.

  1. Set a date range.

  1. Select the desired export format and configure it. You can choose, for example, the XLS format and adjust the direction from right to left, remove emojis, or give a different name to the sheet.

  1. Specify the status with which the exported orders should be. In our case, these are all completed orders.

  1. Let’s add a filter by customer. We export all Lisa Wood’s orders.

  1. In the Misc Settings field, check Export all order notes and Shipping fields use billing details (if shipping address is empty).

  1. In the Set up fields to export section, remove unnecessary fields, for example, all coupon’s information and billing details.

  1. Add your custom field. Click Add field and select meta key pickup_time. Let’s name the field Pickup time and select the date format. Let’s drag it to the left column using the drag-and-drop method.

Note: This field was previously created as part of this article.

  1. Let’s create a calculated field. Click Add calculated field and fill in the custom meta key custom_address. Let’s specify the column name and its format. Also drag it to the left column using the drag-and-drop method.

Next, let’s create a calculation function. In the Misc Settings section, check the “Custom PHP code to modify output” checkbox and paste the following rough function into the text field:

add_filter('woe_get_order_value_{FIELD}',function ($value, $order,$fieldname) { $value = "text"; return $value; },10,3);

Let’s replace {FIELD} with the previously created metakey and replace $value = “text”; with the following code (this code combines state and postcode):

$value = $order->get_shipping_state() . '-' .$order->get_shipping_postcode();

  1. Click on the “Preview” button and check the results.

Note: there is not any postcode in Liza Wood’s orders, so report has only state in Custom address field.

Once the export is complete, you can then use the data to analyze your spending and income trends, create budget plans, and predict your financial future.

Avoid These Common Mistakes

As a business owner, it is important to customize reports to get the most accurate information about your business. However, customizing reports can be a tricky process. To get the most accurate information, you must avoid common mistakes that can lead to inaccurate or unreliable reports.

First, you must choose the right data fields to include in your report. Too often, business owners choose data fields that are not relevant to their goals. For example, if you are trying to analyze customer spending, it would not make sense to include data fields related to employee productivity. To get the most accurate information, you must select data fields that are directly related to the goals of your report.

Second, you must ensure that you are using the most up-to-date data. Reports can quickly become outdated if you are not regularly updating the data. To get the most accurate information, you must regularly review the data and update it as necessary.

Third, you must make sure that your report is free of errors. Mistakes in data entry or calculations can lead to inaccurate information. To ensure that your report is accurate, you must double-check all the data and calculations.

In conclusion, customizing reports is an important and necessary part of any work environment. Provide more detailed insight into performance and identify potential areas for improvement with Advanced Order Export for WooCommerce!

Halloween Sales Analysis

Halloween is in less than a week! I hope you are well prepared for it. If not, then read all about how to properly organize a marketing strategy during this period and get the maximum effect from its analysis.

Most purchased products and popular coupons

It’s no secret that on the eve of the holiday, the following products will be relevant:

  • Costumes. Who doesn’t want to dress up as their favorite hero? Thanks to the Barbie movie, many people will want to become the main character or Ken. A lot of revenue will come from this position.
  • Candies. Giving out candy has become a tradition on Halloween. Almost 70% of people definitely do this. Give customers discounts on buying candy in bulk to attract them.
  • Decor. Home decorating competitions are still a thing. Your competitors have already lowered their prices on terrible things. Do this too.

Create your own themed coupon and see how it affects your shopping habits. With Advanced Dynamic Pricing for WooCommerce plugin, this can be done with the snap of your fingers.

Specify which products will come with a discount, set its amount and come up with a name for the coupon. Find out which coupon names are the most common:

  • SPOOKY15
  • TRICKORTREAT
  • PUMPKIN
  • HAPPYHALLOWEEN25
  • MYCANDY20

Activate the coupon, inform your customers about it and wait for the peak of sales!

Why should you choose Advanced Order Export For WooCommerce for export?

Halloween is one of the most popular times of the year for retail stores. With the influx of shoppers and the high demand for costumes and decorations, it is important for store owners to keep track of their sales and analyze the data. Fortunately, Advanced Order Export for WooCommerce makes it easy to track your Halloween sales.

The plugin allows users to export customer data such as order IDs, customer names, billing and shipping addresses, order totals, and more. Additionally, the plugin also exports product data such as product IDs, product names, SKUs, prices, quantities, and discounts. This data can be used to analyze the store’s sales performance and gain insights into the most popular products.

Advanced Order Export for WooCommerce also provides you with a range of features that make it easy to customize your reports. You can choose which fields to include in your reports and even add custom fields that can be used to track specific metrics.

Note: To set up a coupon report, you need to add the following fields – Coupon Code and Discount Amount.

Note: Read our article for a detailed guide on exporting.

Finally, Advanced Order Export for WooCommerce allows store owners to export their sales data to other applications. With this feature, store owners can connect their WooCommerce store to third-party applications such as Google Docs and Dropbox. This allows them to easily view and analyze their sales data in different formats.

By what parameters should you analyze the data?

Halloween is over and you’ve received your sales reports. What to do next? Check whether your marketing hypothesis is confirmed. There are different indicators for this:

  • CTR (Click-through Rate)

CTR shows how accurately an ad responds to a user’s query and how attractive it is to the user.

The higher the CTR, the higher the ad quality score. Increasing ad quality while maintaining the same maximum bid increases the chances of getting a higher position. In other words, ads with a high CTR save money.

CTR = Clicks 100% / Impressions*

  • CPL (Cost per Lead)

A lead is a user who has shown interest in a product or service and sent his contact information (ordered a quote, requested a price list, asked for detailed advice, etc.).

CPL = Contextual Advertising Costs / Leads

  • CPC (Cost per Click)

The cost that an advertiser pays for clicking on an advertisement and then going to the site. CPC helps us evaluate the effectiveness of an advertising campaign and adjust bids. The CPC indicator is influenced by several factors – the ad itself, its quality score (CTR), the region of display, time, competitors showing ads for the same key phrases.

CPC = Advertising Cost / Clicks

  • CPA (Cost per Action)

Cost Per Action is used as an indicator of the cost of attracting one client or performing a targeted action.

CPA includes payment models such as: CPL (Cost Per Lead), CPV (Cost Per Visitor), CPI (Cost Per Install), CPC (Cost Per Click), CPS (Cost Per Sale), CPO (Cost Per Order ) and CPM (Cost Per Mile). This is due to the fact that CPA involves attracting customers with the ability to pay for any user action.

CPA = Advertising Cost / Targeted actions

  • LTV (Lifetime Value)

LTV is an indicator of the profit that a business receives over the entire period of working with a client. Customer Lifetime Value is considered one of the key values in marketing and e-commerce in general. The metric shows how much is spent on attracting, retaining, engaging and how much income the company receives from all this.

LTV = Average bill × Average operating time

  • ROAS (Return on Ad Spend)

It shows how profitable an investment in advertising is and allows you to measure the effectiveness of both an entire campaign and individual ads or a group of them, as well as keywords. Using it, you can determine the degree of payback according to the following principle:

  1. ROAS is less than 100% – the campaign is at a loss;
  2. ROAS is equal to 100% – the advertising paid for itself, but did not bring any profit (it went to zero);
  3. ROAS is more than 100% – the campaign was successful and brought profit.

Employees typically compare these metrics across multiple campaigns to determine the most profitable source. And all this is not calculated for a specific period, but for the entire time that the advertising was active.

ROAS = Advertising Revenue / Advertising Cost × 100

  • ROMI (Return on Marketing Investment)

This metric shows the return on marketing costs: advertising, website, SEO promotion, email campaigns, blog, and so on. ROMI takes into account only marketing costs, and does not include the costs of producing goods, employee salaries, or renting premises.

ROMI = (Marketing Revenue – Marketing Cost) / Marketing Cost × 100

  • ROI (Return on Investment)

The indicator demonstrates how profitable or unprofitable a project or product is.

Investments are a contribution directly to the business, that is, expenses for employee salaries, rent of premises, marketing, purchase of raw materials and materials, purchase of software and services necessary for work.

ROI = (Revenue – Cost) / Cost × 100

It is impossible to determine which of these parameters is best. The choice depends on the level of competition in the niche and the positions you want to occupy. Some indicators are not indicative for analytics in isolation from the context, so they must be calculated together with other metrics.

Testing and analysis the marketing hypothesis

The theory is over. Let’s start practicing!

In the previous paragraphs, we created a coupon in Advanced Dynamic Pricing for WooCommerce and uploaded a sales report using export. What data do we have? From the report we know information about our customer, his/her purchases and coupons. Let’s say our marketing hypothesis was:

“If you give a coupon for subscribing to the newsletter, your income will increase by 20%.”

Let’s take a look at the data from the report:

Order Number Order Total Amount Coupon Name
12345   1302   SPOOKY15  
12346   590   SPOOKY15  
12347   436      
12348   2098      
12349   377   SPOOKY15  
  Total amount: 4803      

Let’s imagine that last Halloween the income was 4000 dollars, then the percentage by which the income increased will be as follows:

(4803 – 4000) / 4000 × 100% = 20%

Our hypothesis is confirmed and income actually increased by 20% thanks to the coupon. But, as stated above, indicators do not work in isolation from each other, so let’s calculate other metrics to find out how effective our marketing hypothesis is.

How do users find out about the subscription coupon? Obviously, a simple ad on your site is not enough to achieve this. That’s why we launched contextual advertising in Google Ads. We also set up a goal in this application – a paid order.

The advertising cost was $200, there are 1000 impressions, there are 20 clicks, and there is 1 targeted visit. Based on this, we calculate CTR, CPC and CPA:

CTR = 20 / 1000 × 100% = 2%

CPC = 200 / 20 = 10

CPA = 200 / 1 = 200

There aren’t many impressions, but the CTR is excellent. 2% is an average value that shows that our advertising is relevant to users.

The CPC is $10, which is quite high for a cost per click. This means that advertising is carried out using popular keywords, where there is a lot of competition. But don’t panic. With the help of advertising, we attracted one client who carried out the targeted action – made an order. We don’t know who it was, but even so we can say with confidence that the advertising paid off and brought us at least $177 (we subtract the CPA value from the cheapest order with a coupon).

Let’s find out how profitable our hypothesis turned out to be.

ROI = (4803 – 200) / 200 × 100% = 2301.5%

Note: For simplicity, we do not include many types of expenses. In real life, you won’t get such a large percentage.

An ROI above zero indicates that the hypothesis is actually profitable. But is it more profitable than last year? In 2022, Halloween revenue was $4,000. Expenses included advertising our store – $50.

ROI = (4000 – 50) / 50× 100% = 7000%

Last year’s ROI is significantly higher than this year’s. However, this does not mean that the current marketing strategy is completely ineffective, since the net profit from it is:

4803 – 200 = 4600

and from the previous one:

4000 – 50 = 3 950

Thus, ROI should not be taken as an indicator of profitability. It only shows whether your investment is paying off. It is only important that its value is positive. As for the effectiveness of the marketing hypothesis, it turned out to be successful. Thanks to advertising, income increased by 20%, and 1000 users learned about our store! If we added other fields to the report, many more hypotheses could be analyzed. The possibilities for customizing reports in Advanced Order Export for WooCommerce are endless.

In this article, we examined in detail the process of analyzing Halloween sales using Advanced Dynamic Pricing for WooCommerce, Advanced Order Export For WooCommerce and various metrics. We wish you high results!

How to reduce business expenses

There are two things that can support a company during a difficult period: sales and cost management. The profitability of the company and its sustainability depend on how competently a business manages expenses. First, you need to collect all the data on expenses and conduct an in-depth analysis that will help you make the right decisions in order to understand what expenses in your business can be managed at all. In times of crisis, you need to optimize spending, especially carefully, so as not to accidentally reduce profits.

The importance of cutting expenses

An enterprise has only two ways: increase profitability or reduce costs in order to maintain stability in the market. The second option is more acceptable. Every company has something to optimize. For example, find more cost-effective production methods or switch to a new payment schedule with suppliers.

It is important to understand that optimization does not come down to simply reducing a company’s costs. Imagine that the owner of a flower shop decided to open a sales point in another area. Will saving on rent help improve profits? It’s not a fact that the citizens of the area are the target audience of the company.

The manager’s task is to find a way to distribute expenses that will be profitable in current market conditions. Simply put, improve production processes without losing product quality.

Ways to cut expenses

The less money a company spends on its work and the more profit it makes, the more efficient the work. But if you cut expenses without thinking about how it will affect the business, you can also cut profits. You need to have an idea how each expense influences the company’s performance. The first step of saving is to review your company’s current spending. It will help you find areas where you can save money. Analyze the payments: from the largest ones, such as office rent and employee salaries, to the smallest ones, such as office supplies. There will probably be ways to save money without harming your business.

Main methods:

  • Review of suppliers. Check out offers from different suppliers. Perhaps you will find more favorable conditions that will help reduce production costs. Compare prices, quality and conditions to choose the best option. Sometimes even a small discount from a new partner can lead to significant savings in the long run.
  • Automation and optimization of processes. Find tasks that can be automated or improved to speed up your work. For example, using warehouse management software will reduce manual labor time and minimize the risk of losses.

Note: Advanced Order Export offers automated reports on orders in WooCommerce. Read more about its capabilities in article “Advanced Order Export vs. Traditional Reporting: Which Is Right for Your Business?

  • Increased employee productivity. Employees are an important resource of the company; their effectiveness depends on their motivation and working conditions. Efficiency often suffers from poorly designed work processes. Make sure employees have and use task management tools. It is also useful to collect eNPS once a year or quarter to know the mood of the team.
  • Inventory Management. If there is no system for accounting for goods, the company may spend more resources on storage than necessary. Keep track of the number of goods in stock so as not to buy too much or run into shortages. Conduct periodic inventory checks and consider implementing a system to track items to reduce losses. Inventory can be managed using different methods.
    • Fixed inventory method: always maintain a certain amount of goods in stock.
    • Fixed order period method: place orders at regular intervals.
    • Fixed order method: place an order when inventory levels reach a certain point.
    • Combined method: This method combines elements of the previous methods.
  • Improving marketing efficiency. Advertising brings customers, so cutting money on it is a dangerous way. However, you have to strive to reduce the cost of attracting one client. Selecting effective channels and increasing the budget in them can help with this. Here are some of the channels:
    • Social media. Using them will help increase brand awareness. This may be free or inexpensive, depending on your strategy.
    • SEO (search engine optimization). To attract more visitors, you can improve your site’s visibility in search engines.
    • Email marketing. Sending regular emails to customers with information about new products, promotions and other news can turn new customers into regular ones.
    • Contextual advertising. You can place advertisements on websites that your potential clients visit.
    • Partnership programs. You can cooperate with other companies to mutually promote goods or services.
    • Event marketing. Attending events related to your industry can increase your brand’s visibility and attract new customers.
    • Content marketing. You can create useful and interesting content for your clients. For example, blog, video, infographic.

The effectiveness of each method depends on the target audience and industry. Different approaches and analysis of the results will help you better determine which ones work best for your business.

Difference between optimization and reduction

Optimization and expenses reduction are two different approaches to financial management. Downsizing usually means simply reducing your overall spending. This may include reducing the number of employees, reducing salaries, or eliminating unnecessary services or products. However, such an approach can lead to negative consequences, for example, a decrease in the quality of products or services, or a deterioration in the moral climate in the team.

Optimization focuses on increasing the efficiency of resource use. This may include improving processes, automating tasks, and reallocating resources to maximize profits. The goal of optimization is to get more value out of the same or even less cost without sacrificing quality.

Indicators for business performance analysis

Analysis helps you understand the current situation of your business and make decisions to increase its efficiency:

  • share of expenses to revenue;
  • dynamics of expenses and income;
  • competitor indicators;
  • accounting and management reporting.

Note: Even a marketing strategy needs to be analyzed in order to identify weaknesses and eliminate them. You can find an example of analyzing a marketing hypothesis in our article “Halloween Sales Analysis”.

Already in the process of collecting information, you can find a lot of interesting nuances and opportunities that indicate how a business can reduce costs. For example, find new tariffs and conditions with service providers, attract alternative partners. This analysis gives the entrepreneur a complete picture of business expenses and the ability to manage them.

How to Set Up Advanced Order Export for Woocommerce (Pro): Beginner’s Guide

How to install Advanced Order Export for Woocommerce (Pro)

Before installing the plugin, you need to buy it on our website. Select the appropriate tariff and click on the “Purchase” button.

Tariffs

As stated in the instructions, first we will remove the free version of the plugin, if it was installed earlier.

Next, go to the “Plugins” tab and click on “Add new”.

At the top of the page, click on “Upload” and choose the plugin archive. The plugin will appear in the “All plugins” tab. Activate it.

How to set up Advanced Order Export for Woocommerce (Pro)

We wrote about how to configure the plugin in this article. The settings are the same in both versions.

How to save report settings to your own Profile in Advanced Order Export for Woocommerce (Pro) 

Once you’ve set up your report, you can save them to your Profiles. 

To do this, click on the “Save as a profile” button

The “Save as a profile” button

You can create several such settings for different types of reports.

How to configure Status Change Jobs in Advanced Order Export for Woocommerce (Pro) 

The “Status change jobs” tab enables you to automatically export orders whose status has been modified to the designated location.

For example, let’s take the First situation from the last article.

There are two ways to create a job in the “Status change jobs” tab: 

  1. On the “Profiles” tab, you can click on the “Copy to a Status change jobs” button.

The “Copy to a Status change jobs” button

  1. On the “Status change jobs” tab you can click on the “Add job” button.

The “Add job” button

Then click “OK” on the message window.

The message window

In both cases, at the end you will see the window with the status job settings.

The status job settings

If you have already set up your “Profile” earlier, then you only need to specify “From status” and “To status” for the jobs. Let’s select the statuses “Processing” and “On hold” in the line “From statuses” and “Completed” in the “To status”.

“From status” and “To status”

Save settings.

How to configure Scheduled Jobs in Advanced Order Export for Woocommerce (Pro) 

You can configure the “Scheduled Jobs” tab to have reports exported on a schedule.

There are two ways to create a job in the “Scheduled Jobs” tab: 

  1. On the “Profiles” tab, you can click on the “Copy to a Scheduled Jobs” button.

The “Copy to a Scheduled Jobs” button

  1. On the “Scheduled Jobs” tab you can click on the “Add job” button.

The “Add job” button

In both cases, finish setting up the scheduled job on this window.

The scheduled job

By default, an empty file will not be sent.

The “Don’t send empty file” option

And the directory path is your site’s folder.

The directory path

You can choose another export destination (or destinations). For example, Email and Directory. To set up the Email, be sure to include a recipient. Then click on the ”Test” button.

The Email

If you have a similar error, then enter email in the “From email” field.

Error in Test Results

If the submission was successful, you will receive the following message.

Successfull Test Results

Schedule settings are quite flexible and understandable.

Schedule settings

Let’s imagine that you have to send a report on a certain day of a certain month. Choose date and time and click on the “Add” button.

Choose date and time

Click on the “Add” button

Do the same if you want to add another date.

Add another date

Set the period for which data will be loaded into the report in the “Export date range” section.

The “Export date range” section

Conclusion on how to set up Advanced Order Export for Woocommerce (Pro)

Now you figured out how to configure Advanced Order Export for Woocommerce (Pro). It also has many other equally useful settings. You can read about all of them in our plugin documentation.

How to Set Up Advanced Order Export for Woocommerce: Beginner’s Guide

Advanced Order Export for Woocommerce is a plugin for e-commerce websites. It takes advantage of WordPress express environment and makes it easy to configure and export orders on the fly. It enables users to configure all settings in each template and create its own schedule (view details in “pro version” article). Also, it gives the facility to customize specific fields using PHP.

Orders can be exported in different formats (for example, CSV, XLS or HTML), as well as to different applications like Zapier.

 So, what is the easiest way to set up Advanced Order Export for Woocommerce?

How to install Advanced Order Export for Woocommerce

First, you need to open the

First, you need to open the “Plugins” tab and click “Add new”. 

The “Plugins” tab

You have to write “Advanced Order Export for Woocommerce” in the search panel

The search panel

Click “Install now” and wait a few seconds.

Click “Install now”

Then activate it.

You can find the plugin in the “Woocommerce” tab.

The “Woocommerce” tab

How to set up Advanced Order Export for Woocommerce

Some parameters in the plugin are set by default. Orders are filtered by the date they were created, the export file name is “orders-%y-%m-%d-%h-%i-%s”, orders are sorted by id in descending order, and all fields are in the export fields.

We will configure the most requested settings and create three different export files: a regular file with multiple orders, summary report by products, and summary report by customers.

First situation: regular file with multiple orders.

First, let’s set the order date range. For this you must click on “Date range” and select the day, month and year from the pop-up calendar

The pop-up calendar

Then change “Export filename“. To make it clear, orders for which period will be exported, let’s write the following code:

“orders-{from_date}-to-{to_date}”

Export filename

Select format of export file. In our example, it will be a PDF. Set up settings for it. Click again on PDF and choose: 

Page number – right align

Page header text – First example

Fit table to page width – Yes

Format of export file

You can also change the colors in your file and add your logo.

Other settings

Now set up fields to export.

Click on “Remove all fields” and then add other fields by method drag-and-drop.

Fields to export

Second situation: summary report by products.

For this type of export, you need to choose “Summary report by products”

Summary report by products

Note: All other settings will be saved, except for the fields for export. They will be changed to those appropriate for this type of report.

Changed fields

Third situation: summary report by customers.

As in the previous case, you need to tick the “Summary report by customers”

Summary report by customers

Also fields for export will be different.

Different fields

How to create a custom field in Advanced Order Export for Woocommerce

Sometimes it happens that you need additional fields for a report. In the plugin Advanced Order Export for Woocommerce, you can add them yourself.

How to create a custom field:

  • Go to the desired category and click on the “Add field” button;
  • Select the “Meta key” value;
  • Add the value to the “Column name” and “Field format” fields (string only for XLS);
  • Click the “Confirm” button.

Custom field

Another way to add a static field:

  • Click on the “Add static field” button;
  • Enter a value in the “Column name” field;
  • Fill in the “Value” field or leave it empty;
  • Select the value from the “Field format” drop-dow;
  • Click the “Confirm” button”.

Static field

How to save report settings to your own Profile in Advanced Order Export for Woocommerce (Pro)

Once you’ve set up your report, you can save them to your Profiles. 

To do this, click on the “Save as a profile” button

The “Save as a profile” button

You can create several such settings for different types of reports, as well as configure their schedule, automatic export when the order status changes, and the destination. (view details in “pro version” article)

 

Export the order

Note: Before exporting orders, you must ensure that your list of orders is not empty.

There are two ways to export orders from Woocommerce: “Export” and “Export without progressbar”.

Export orders

For bulk exporting orders, you must use the “Export” button. Otherwise, click on “Export without progressbar”.

There are three reports: the regular file with multiple orders, summary report by products, and summary report by customers.

The regular file with multiple orders

Summary report by products

Summary report by customers

Conclusion on how to set up Advanced Order Export for Woocommerce.

Now you figured out how to configure Advanced Order Export for Woocommerce. It also has many other equally useful settings. You can read about all of them in our plugin documentation.