4. Processing Orders

There are three ways to get orders into Pesto - uploading purchase order files, pasting in email text, or creating them manually. This section covers all three.

Uploading Purchase Orders

This is the most common way to process orders. You can upload POs from any screen by pressing the + button, which takes you to the New Order page.

From here, drag and drop up to 10 purchase order files at once (or click to browse your files). Hit Upload and Pesto's AI will extract all the information from each PO.

You'll see a preview of the document on the right-hand side - you can resize this to give yourself more room. Pesto will match:

The purchase order number
Order date and delivery date
The customer and their depot
All the products, quantities, and pricing

If anything hasn't matched correctly, you can click on any field and select the right option from the dropdown. Once you're happy with everything, click Approve and that order goes straight into Pesto.

Step-by-step visual guide: Processing a Purchase Order Including Invoice Generation

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Step-by-step visual guide: Uploading Multiple Purchase Orders in One Go

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Processing Email Orders

A good chunk of customers send orders via email rather than as a clean PO document. Pesto handles this in two ways - direct forwarding (the main route) and copy-paste as a fallback.

Direct email forwarding (recommended)

Once it's set up, any order forwarded from an authorised email address gets pulled straight into Pesto, attachments and all.

Setting it up:

Go to Settings → Integrations and scroll to Email Orders.
Toggle Enable Email Orders on.
Add the email addresses you want to authorise. Only orders forwarded from these addresses will reach your account in Pesto, so you've got full control over what gets in.