CSV handoff · PlentyOrder

A clean CSV of every approved order.

If your system imports a file, it can take orders from the desk. Every approved order, or a morning’s batch, downloads as a CSV with your customer accounts, item codes, units, prices and sub notes. Here is the exact format.

Sample order · email · fictional restaurant · CSV export
SampleThu 3:05 PM

Order for Friday

Claire Dubois <claire@pearlstreet.example>Pearl Street Bistro · to Orders desk
3:05 PM

Hi team,

Please send for Friday:
– 2 cs lemons
– 1 jar peeled garlic
– 2 cs heavy cream
– 12 lb cod loin
– 1 cs butter

Thanks,
Claire

What the desk decides on this order
  • MatchedAll 5 lines matched cleanly. One click to approve.
SO-31249Fri, Oct 23 · PM route

Pearl Street Bistro

Approved
Claire DuboisC-1230
  1. 2cs
    Lemons, 115 ct
    LEM-115 · 40 lb case
    “2 cs lemons”
    $82.00$41.00/cs
  2. 1jar
    Garlic, peeled
    GAR-PEL · 5 lb jar
    “1 jar peeled garlic”
    $19.00$19.00/jar
  3. 2cs
    Heavy whipping cream
    CRM-HVY · 12 × 1 qt
    “2 cs heavy cream”
    $104.00$52.00/cs
  4. 12lb
    Cod loin, boneless
    COD-LOI · per lb
    “12 lb cod loin”
    $127.20$10.60/lb
  5. 1cs
    Butter, unsalted
    BUT-UNS · 36 × 1 lb
    “1 cs butter”
    $128.00$128.00/cs
5 lines · Est. total$460.20
Approved · Jen Okafor · Thu 3:20 PM
Sample order: the message on the left, the ticket a person approves on the right. Try the buttons.
The problem

Why a plain CSV is enough for most desks

01

Every system imports files

Most distribution, accounting and routing systems can import orders from a file. A predictable CSV means the desk doesn’t wait on a custom connection.

02

Your identifiers, not ours

Customer accounts and item codes come from the lists you upload, so the file needs no mapping table on your side.

03

Decisions travel with the order

Subs, shorts and removed lines are already resolved, and noted on each line, so the import has nothing left to decide.

How it works

How to use the CSV

  1. 01Approve

    Approve orders

    Only approved orders can be exported.

  2. 02Download

    One order or a batch

    Export a single order from its ticket, or all approved orders at once from the Orders list.

  3. 03Import

    Import it as you do today

    Bring the file into your system’s order or transaction import.

  4. 04Done

    Mark as posted

    The order shows as posted on the desk, with who exported it and when.

Reference

CSV columns

One row per order line. Comma-separated, UTF-8, with a header row. Fields containing commas are quoted.

ColumnContentsExample
Order NoThe desk’s order numberSO-31249
CustomerCustomer namePearl Street Bistro
AccountYour customer accountC-1230
DeliveryDelivery date and routeFri, Oct 23 PM route
LineLine number1
Item CodeYour item codeLEM-115
DescriptionYour item descriptionLemons, 115 ct
QtyQuantity in your unit2
UOMUnit of measurecs
Unit PriceFrom your price list41.00
AmountQty × unit price82.00
NoteSub, short or open itemSub for SAL-ATL
SO-31249.csvSample export · 5 lines
Order NoCustomerAccountDeliveryLineItem CodeDescriptionQtyUOMUnit PriceAmountNote
SO-31249Pearl Street BistroC-1230Fri, Oct 23 PM route1LEM-115Lemons, 115 ct2cs41.0082.00
SO-31249Pearl Street BistroC-1230Fri, Oct 23 PM route2GAR-PELGarlic, peeled1jar19.0019.00
SO-31249Pearl Street BistroC-1230Fri, Oct 23 PM route3CRM-HVYHeavy whipping cream2cs52.00104.00
SO-31249Pearl Street BistroC-1230Fri, Oct 23 PM route4COD-LOICod loin, boneless12lb10.60127.20
SO-31249Pearl Street BistroC-1230Fri, Oct 23 PM route5BUT-UNSButter, unsalted1cs128.00128.00
FAQ

Questions about the CSV handoff.

Can I change the column names or order?

Yes. Column names and order can be set to match your system’s import, and the plain format above is always available.

Does anything reach my system without approval?

No. Only orders a person has approved can be exported. Drafts and flagged orders never leave the desk.

Can I try the CSV now?

Yes. The demo and the sample workspace both download a real CSV of a sample order, generated in your browser.

Available by request

See it on your own orders.

Fifteen minutes is enough to run a few of your real messages through it, against your own price list.

The restaurant, people and order on this page are fictional sample data.