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Orders
Catalog
Order History
| Product | Item # | Color | QTY | B/O | Price | Total |
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Order Notes
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Order History
All orders across your accounts
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Order #2001
| Product | Item # | Color | QTY | Price | Total | SKU |
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Complete Account Details
Order Summary
6 items - $312.50
Stock Check
Search by product name, item number, or barcode
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Hide out of stock colors
Import Inventory
Upload your inventory database (.xls or .xlsx)
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Drop file here or click to browse
Columns: Line, ItemCode (item + color), ItemCodeDesc, ProductLineDesc, Stock Lvl, OnHand, AliasItemNo, UnitPrice
Sync from Warehouse
Pull live stock from the Warehouse Scanner and apply conversion tiers (0-9=0, 10+=10, BRS 0-49=0, 50+=100).
Import Customers
Upload customer database (.xls or .csv)
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Drop file here or click to browse
Expected columns: Account #, Store Name, Contact Name, Address, City, State, Zip, Phone, Email, Terms, Assigned Rep
Scan Order
Upload a photo of a handwritten order — Claude will identify columns, you confirm, then it reads the full order
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Drop image here or click to browse
JPG or PNG of handwritten order form — full page works best
📋 Paste Order Text
Paste from email, WhatsApp, text message, or any written order
Import Order History
Upload invoice history CSV from Sage (one customer at a time)
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Drop CSV here or click to browse
AR Invoice History Summary CSV export from Sage — one customer at a time
Import Order Sheet
Upload a rep Excel order sheet (.xlsx) — each worksheet is one store order
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Drop file here or click to browse
Accepts .xlsx rep order sheet files
Export Orders
Download submitted orders as spreadsheet
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