A guide for wholesale order desks
Spend less time rereading orders,more time checking blank lines.
Match pasted order text against your product list. Lines without a confirmed match stay blank. The order desk reviews the product numbers, then exports a CSV.
No account needed.
| Order line | Status | Product number |
|---|---|---|
| French fries small | Match | P0123 |
| small | Candidate | |
| fry sm | Unknown |
BEFORE THE MATCH
Are you still rereading every order line by line?
Customer emails mix nicknames and abbreviations. The receiving desk has been reading each line and retyping it as a product number and quantity. Start by looking at the sample message as it arrived.
1fry sm
2spuds
3Tomato
4the usual
5Friday morning
6French fries small
This example uses pasted email text. It does not read photos or handwritten orders.
TRY THE SAMPLE FLOW
A few sample actions show why each customer's wording matters.
Without signing up, you can match the text, remember a customer-specific phrase, and test the same abbreviation with another customer. Only verified sample outcomes are shown.
- 01
Open the Riverside Market order
The sample opens with a customer selected and a six-line email ready. You do not need an account.
fry smspudsTomatothe usualFriday morningFrench fries small - 02
Select “Match lines”
The sample compares the order text with its product list and shows a results table. Tomato matches the product name and code T1001.
Match lines
- 03
Choose a product number for fry sm and remember it
If fry sm is unknown, choose P0123 · French fries small and select Remember. The phrase stays with Riverside Market only.
fry smChoose SKUP0123 · French fries smallRemember - 04
Review the lines in the next email
The next sample email has two lines. small is only part of French fries small, so it stays a candidate until a person chooses the product number.
Next email
2 cs fry sm
small
CandidateIn this sample, cs means case. The product number for small stays blank until someone chooses a match.
- 05
Check the same abbreviation at another store
Switch to Harbor Deli with Another customer, and fry sm is unknown again. A phrase remembered for Riverside Market does not carry over.
Customer: Riverside Market
fry smMatchP0123Remembered for this customer, so the next order matches.
Harbor Deli
fry smUnknownCode stays blankNot remembered for this customer, so it stays unknown.
The same abbreviation can refer to different products at different stores.
READ THE RESULT
Check which lines have a code and which still have a blank.
The product-number field explains the status. Matched lines have a code. Candidate and Unknown lines stay blank until a person reviews them.
The line matches your product list or that customer's dictionary, so a product number is shown.
The match is not confirmed. The product-number field stays blank for a person to choose from the candidates.
No match has been found. The product-number field stays blank for a person to review and choose.
AFTER REVIEW
Review the lines, then export the CSV yourself.
After reviewing the matching results, your team exports a CSV and passes it to the sales system you already use. Inbound Order Match does not send data to that system automatically.
Your team exports the CSV and hands it off to the sales system.
YOUR ORDER DESK
Use the same sequence for your own orders.
Once the sample makes sense, continue at your own desk with your product list and order text.
01
Choose a customer and put the product list down
Select a customer and put down a list of product numbers and product names. Customer-specific phrases stay in that customer's dictionary, not in the product list.
02
Paste one order at a time
One paste equals one order. Do not combine twenty morning emails into one paste. Paste each order separately and select Match lines.
03
Choose blank lines, review, then export
Start by reviewing Candidate and Unknown lines. Choose a product number and select Remember to use that wording for the same customer next time. Use Forget to remove an incorrect phrase.
Matched lines are folded into a count and can be opened to inspect their product numbers. Your team passes the exported CSV to the sales system.
SIMPLE PRICING
Start small. Scale as needed.
No setup fee · $0.50 per additional order · Dictionary entries and edits are not billed
30 orders this month
Up to 250 orders per month
START WITH A SAMPLE
Try a sample order first.
Without an account, see the difference between Matched, Candidate, and Unknown, and how a phrase remembered for one customer stays with that customer.