Orders | Download Pick Lists & Orders in 1.0

Export your custom pick lists to pull from inventory and quickly and efficiently download your orders by customer and delivery date.

Download Pick List

Export a pick list to easily pull your orders from inventory

1. Go to the Orders tab
2. Use the Sort By fields to select the date range you wish to pull orders for
3. Once your start and end dates are selected, click Download Pick List
4. Choose your format
   1. Detailed Pick List - The original format
   2. Summary Pick List - The new format that presents details like package size and inventory unit in a clearer way, and also includes more product information
5. Find the file in your Downloads folder

Tip: Within Excel you can reformat the spreadsheet to fit one page for printing purposes 

Download Orders

The Orders download provides more detail including: Order #, product unit, delivery date and payment status. 

1. Go to Orders tab
2. Use the Sort By fields to select the date range you wish to pull orders for
3. Once your start and end dates are selected, click Download Orders
4. Choose your format
   1. Orders - The original format
   2. List View - The new format that doesn't contain a header, is sorted alphabetically by Last Name and that contains full Buyer contact information in addition to order details. This file is also in CSV format. Note: If you have specified a custom checkout message it is not displayed in the download, only Buyer notes are. However, this is not the case for historical orders that were placed before this format was released.
5. Find the file in your Downloads folder

Download Order Summary

The Order Summary provides a high-level list of your orders and their taxes and totals.

1. Go to Orders tab
2. Use the Sort By fields to select the date range you wish to pull orders for
3. Once your start and end dates are selected, click the Download Order Summary button
4. Choose your format:
   1. Orders Summary with product details - The original format that contains a column for each ordered product. 
   2. Orders Summary - A format that omits the product columns. This format is ideal for sellers with a large number of products, because the original format that includes product details can produce hundreds of product columns that sometimes exceed the limitations of Excel or other programs, making the report incomplete at download. This format also includes these differences from the original format:
      1. Orders are listed alphabetically by Last Name
      2. Only Buyer Order Notes are included.
      3. These fields have been added: First/Last Name, Email, Phone, Order Notes, Tags, Payment Option, Payment Status, Supplier Name (for Market accounts)
5. Find the Excel doc in your Downloads folder

Download Order Totals

The Order Totals report provides a high-level list of your orders with payment status.

1. Go to Orders tab
2. Use the Sort By fields to select the date range you wish to pull orders for
3. Once your start and end dates are selected, click the Download Order Totals button
4. Find the Excel doc in your Downloads folder