Sage handoff · PlentyOrder
If your office enters sales orders in Sage, the typing between the message and the sales order is what to remove. Built to hand off each approved order as an import file or CSV with your customer numbers, item codes, quantities and prices, so the import does the keying.
Tomorrow: chicken thigh, 3 cases; bean sprouts, 4 bags; baby bok choy, 2 cases; pork belly, 30 lb; rice, 2 bags. Thanks.
Dragon Gate Noodle Bar
ApprovedA WeChat order in Chinese is matched and translated on the ticket. The import file is plain item codes and numbers, so nobody needs to read Chinese to enter it.
Approved orders can be exported together, so a morning’s orders go in as one import instead of twenty separate entries.
Customer numbers and item codes come from your own lists, so imported orders land on the right accounts at the right prices.
Export items and customers from Sage as CSV.
Matched to your item codes and translated where needed.
A person reviews and approves each order.
Approved orders export as a file mapped to your sales order import, confirmed with your team at setup, or as a CSV.
Each approved order becomes header and line rows in the import file.
| Order field | Comes from | Example |
|---|---|---|
| Customer number | Your customer list | C-1140 |
| Order date and ship date | The order | Fri, Oct 23 |
| Item code | Your price list | CHK-THI |
| Quantity and unit of measure | The ticket | 3 cs |
| Unit price | Your price list | 92.00 |
| Comment | Subs, shorts and the source channel | WeChat · translated |
| Order No | Customer | Account | Delivery | Line | Item Code | Description | Qty | UOM | Unit Price | Amount | Note |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SO-31233 | Dragon Gate Noodle Bar | C-1140 | Fri, Oct 23 AM route | 1 | CHK-THI | Chicken thigh, boneless skinless | 3 | cs | 92.00 | 276.00 | |
| SO-31233 | Dragon Gate Noodle Bar | C-1140 | Fri, Oct 23 AM route | 2 | BEA-SPR | Bean sprouts | 4 | bag | 12.00 | 48.00 | |
| SO-31233 | Dragon Gate Noodle Bar | C-1140 | Fri, Oct 23 AM route | 3 | BOK-BAB | Baby bok choy | 2 | cs | 30.00 | 60.00 | |
| SO-31233 | Dragon Gate Noodle Bar | C-1140 | Fri, Oct 23 AM route | 4 | PRK-BEL | Pork belly, skin-off | 30 | lb | 6.20 | 186.00 | |
| SO-31233 | Dragon Gate Noodle Bar | C-1140 | Fri, Oct 23 AM route | 5 | RIC-JAS | Jasmine rice | 2 | bag | 46.00 | 92.00 |
No. PlentyOrder isn’t affiliated with or endorsed by the maker of Sage. It’s built to hand off approved orders as a file your Sage setup can import, or as a CSV. During setup we confirm the exact import format with your team.
No. Only orders a person has approved are exported. Drafts, flagged orders and rejected lines never leave the desk.
The handoff is a file, so it’s built for Sage setups that import sales orders from a file. We confirm the format for your version at setup.
Available by request
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. Sage is a trademark of its owner. PlentyOrder is not affiliated with or endorsed by it.