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How trade buyers order by code, paste a list or upload a file — Rocketworks Tutorials

How trade buyers order by code, paste a list or upload a file

On this page

The pad has three tabs, one for each way your buyers like to order. You can switch any of them off in Settings. This tutorial explains each one so you can tell your customers how to use it.

In short

  1. Type a code, pick the match and press Enter for the next line.
  2. Paste one product per line — code, then quantity.
  3. Upload a CSV or Excel file of up to 2 MB.
  4. Point buyers to Download the CSV template.

1. Type codes

Rows of product code and quantity. As buyers type, matching products appear, found by code, name or barcode. They use the arrow keys and Enter (or a click) to choose one, and pressing Enter in the quantity box starts the next line. Each line shows the product’s picture, name, variant, price and stock.

2. Paste a list

Buyers paste one product per line, with the quantity after the code. All of these work:

ABC123, 10
ABC123 10
ABC123	10        (columns copied straight from Excel)
10 x ABC123
ABC123            (a code on its own means 1)

Blank lines and a heading line such as “SKU, Qty” are ignored.

A pasted order with three lines needing attention
A pasted list: problem lines are flagged with a one-click fix.

3. Upload a file

Buyers upload a CSV or Excel (.xlsx) file of up to 2 MB. The pad finds the product-code and quantity columns itself, recognising headings such as SKU, Product code, Item code, Part number and Qty. If it can’t tell which columns to use, it asks.

The Upload a file tab after adding 59 of 60 lines
After an upload: 59 of 60 lines added, and the one the basket refused listed with a Retry button.

4. Share the CSV template

There’s a Download the CSV template link on the upload tab. It has two columns:

SKUQuantity
YOUR-CODE-110
YOUR-CODE-22

Buyers replace the example rows with their own codes and quantities, one product per row. Any other columns — descriptions, prices, notes — are ignored.

Tip for your customers: if your codes start with a zero (for example 00123), format that column in Excel as Text before typing them, otherwise Excel removes the zero.

Good to know

  • The most lines one paste or upload can add is set by Maximum lines in Settings (10 to 500).
  • Saved lists such as “Monthly stationery” aren’t available yet — they need Orbit to tell plugins which customer is signed in.

Quick Order Pad£19.99 a month · 14-day free trial · billed through Orbit

Still stuck?

Email support@rocketworks.dev with your store’s web address and a screenshot. You’ll hear back from the people who built the plugin.

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