Help with Order Desk.

Pick the right one from the dropdown on that line. Order Desk remembers the correction and applies it to that wording from then on, so it is worth doing once rather than fixing the same line every month.

Check the catalog badge at the top of the app. If it says the catalog is still indexing, matching will be poor until it finishes. If your products changed recently, press Sync.

Use Instructions, beside the Parse button. Rules there apply to every order: dz = dozen, or “the second column is the quantity, not the price”. A note added to one order can be promoted to a standing rule when you re-parse it.

Order Desk reads PDFs that contain selectable text. A scan or a photograph has no text layer, and it says so rather than guessing. Paste those as text for now. Spreadsheets, CSVs and forwarded emails all work.

No. Order Desk sends the product and the quantity, and nothing else. Your B2B catalogs, customer-specific pricing and currency settings apply exactly as they would on a draft order you built by hand.

That is a setting on our side, not yours. Tell us and we will fix it. It affects the customer picker and creating draft orders.

Seven days or twenty-five orders free, whichever runs out first, and no card to start. After that it is $29 a month, billed by Shopify with the rest of your Shopify invoice. Cancel any time.