Download Pick Lists & Orders

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. Find the Excel doc in your Downloads folder

      Download Order Summary

      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