Order to CSV & PDF Support

Support, instructions, and troubleshooting for Order to CSV & PDF by NM Softworks.

Downloads and Resources

Getting Started

1. Open Settings and enter your company information and preferred defaults.
2. Import your customer CSV file and map the required columns.
3. Import your item or inventory CSV file and map its columns.
4. Create a new order and select a customer.
5. Add items, quantities, prices, sizes or variants, and notes.
6. Review the order and preview the PDF.
7. Save, share, or email the CSV and PDF files.

Customer CSV Files

Customer Number and Customer Name are required during customer import.

Optional customer fields may include:

• Address
• City
• State or Province
• ZIP or Postal Code

The column names in your original CSV file do not have to match the names used by the app. Columns can be mapped during import.

Item and Inventory CSV Files

Item Number, Description, and Price are required.

Optional fields may include:

• Size or Variant
• Barcode or Scan Code

Each item should have a unique Item Number.

Barcode and QR Scanning

Order to CSV & PDF can use the device camera to scan supported barcodes and QR codes.

If the scanner does not open, confirm that Camera permission is enabled for Order to CSV in the iPhone or iPad Settings app.

Creating Orders

A new order allows you to:

• Select a customer
• Edit the automatically generated PO number
• Choose an order date and order type
• Add products or scan items
• Change quantities and prices
• Add order-level notes
• Add individual line-item notes

CSV Export Profiles

Outbound CSV profiles control the column names, column order, included fields, and mapping of order information into the exported CSV file.

If your ERP or business system requires a specific format, configure the outbound profile to match the receiving system's import requirements.

Compatibility with a particular ERP or business system is not guaranteed. Always test an export profile before relying on it for production orders.

PDF Orders

The app can create a readable PDF copy of each order containing company information, customer information, order details, item information, quantities, prices, notes, totals, and the optional Mobile Order disclaimer.

Preview the PDF before sending important orders.

Draft, Sent, and Imported Orders

Recent orders can use the following statuses:

• Draft — the order remains editable.
• Sent — indicates the order has been sent or shared.
• Imported — can be used after the receiving office or business system has processed the order.

To modify a Sent or Imported order, change its status back to Draft and then edit it.

Common Troubleshooting

My CSV file will not import

Confirm that the file is a valid CSV file with a header row and that all required fields have been mapped.

An item cannot be found

Search using more of the Item Number or Description. If scanning, confirm that the Barcode/Scan Code field was imported and mapped correctly.

I cannot create a new order

A customer catalog and an item catalog must be available before creating an order.

I cannot edit an existing order

Sent and Imported orders are locked from editing. Change the order status back to Draft first.

Email is unavailable

If Apple Mail is not configured, use the Share option and select another compatible application such as Outlook or Gmail, or save the files to Files.

The CSV does not import into my office system

Compare your outbound profile with the receiving system's required headers, column order, and expected data values.

Protecting Important Data

Users are responsible for reviewing order information and maintaining appropriate backups of important customer, item, order, and exported-file data.

Order to CSV & PDF should not be used as the sole storage location for critical business information.

Privacy

NM Softworks does not collect customer, item, or order data from Order to CSV & PDF.

Read the full privacy policy here:

Order to CSV & PDF Privacy Policy

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