Order Desk
YOUR DOCUMENTS. YOUR WAY OF WORKING.
Different layouts, buyer item codes and batches of orders in one file. Order Desk is built to make sense of the purchase orders your business actually receives, then put the important decisions in front of your team.
PDF · Excel · CSV · Images · Text / Human review before draft creation
01 / THE ORDER JOURNEY
From the file you receive
to the drafts your team approves.
Upload the document your customer sends.
01
Upload the document your customer sends: PDF, spreadsheet, CSV, image or text. Your customers do not need to adopt a standard order template.
02
Confirm separate POs within a PDF. Keep each PO number with its buyer, destination, products, quantities and prices.
03
Check suggested customer and SKU matches, resolve uncertainty and confirm the details that matter to your business.
04
Approve each reviewed PO and open the resulting draft in your connected Shopify store. Your team decides the next step.
ADAPT TO THE ORDER, NOT THE OTHER WAY AROUND
A spreadsheet from one buyer. A scanned PDF from another. Eleven separate POs bundled into a single document. Bring those differences into one review process, with each order’s details kept together.
In the current pilot, you confirm whole-page PDF groups before each PO is prepared. Difficult scans, shared-page orders and unusual layouts can still need help. We test representative documents with you during onboarding.
See document capacity and limits →MATCHING WITH CONTEXT
Customer names and item codes do not always arrive exactly as they appear in your store. Order Desk weighs the available evidence, keeps uncertainty visible and gives your team the final say.
Customer and destination details help distinguish possible customer matches. SKU and formatting checks help resolve products. Confidence reflects the evidence behind a suggestion, so uncertainty stays part of the review.
Where matching memory is enabled, use “Save for future” to retain a confirmed customer or SKU relationship. A later order with the same relevant context can reuse that mapping after current data is checked.
Saved matches do not override conflicting evidence or approval checks. You can correct a suggestion or forget a saved match. One-off price and quantity edits do not automatically become permanent rules.
THE DETAILS, IN YOUR HANDS
Confirm the buyer and destination, resolve a product match, adjust a quantity and choose the intended price. Keep a useful customer or SKU correction for next time when matching memory is enabled.
REVIEW SAFEGUARDS
Order Desk prepares the work.
Your team makes the decisions.
Review the customer, destination and products before creating Shopify drafts.
Change the customer, SKU, quantity or price when an order needs attention.
Review individual location orders with their own line items and totals.
Company membership and the connected store are checked before order operations. A company cannot select another company’s Shopify connection.
Readiness checks can block incomplete or conflicting orders. Preparing a PO does not create a draft; creating a draft does not send an invoice, collect payment or fulfill it.
If an approval request is interrupted, the saved attempt must be checked before another submission. Confirmed drafts stay attached to their PO to help prevent duplicates.
Use your browser to upload, review and approve. Start with your company’s invitation and authorize the correct Shopify store during setup. No Shopify Admin token needs to be copied into your workspace.
Explore company setup →Read the detailed FAQ →