---
title: How to send a revision and export an order
url: https://tideswell.xyz/docs/purchasing/revise-close-and-export
description: Email a supplier the confirmed quantities as a PDF and CSV, or download the order for your own records.
---

> Documentation index: fetch https://tideswell.xyz/llms.txt to discover every page before exploring further.

# How to send a revision and export an order



Once the supplier has told you what they can actually supply and you have recorded it, the
revision goes back to them. That, and downloading the order, live in the **⋯** menu on the
order page.

## Before you start [#before-you-start]

Sending and exporting need write access. The **⋯** menu does not render at all when there is
nothing in it for you.

## How do you send a revision? [#how-do-you-send-a-revision]

**Send revision** emails the supplier the order as a PDF and a CSV, with an optional note.

Before it goes, you see exactly who it goes to, what is attached, and the money change from
the original amount to the revised amount. Read that money line: it is the last check before
the supplier has it in writing.

## Why is Send blocked? [#why-is-send-blocked]

Two reasons, both worth the block.

**Lines without a confirmed quantity.** The warning names how many are missing. A blank
revised quantity would go out as zero, and zero reads to a supplier as "cancel this line",
which is the most expensive typo in purchasing.

Fill in every revised quantity first, per <Ref to="purchasing/products-and-columns" />.

**No vendor email on file.** The dialog offers a shortcut straight into the vendor profile to
add one. See <Ref to="purchasing/add-a-supplier" />.

Send is also unavailable on an order with no products.

## How do you download an order? [#how-do-you-download-an-order]

**Download PDF** or **Download CSV*&#x2A; from the same &#x2A;*⋯** menu.

Use the PDF for anything that goes to a person and the CSV for anything that goes into a
spreadsheet.

On an order with no products those rows are absent rather than greyed, because exporting an
empty order gives you a blank file.

## What is Create editorial for? [#what-is-create-editorial-for]

It builds a marketing planning item from the order's products, so what you have bought can
become what you plan to promote.

That lands on a project's planning spine, where it can be scheduled and promoted into real
tasks with sub-tasks. See <Ref to="projects/plan-what-goes-out" />.

It is a small feature with an outsized effect: the buying decision and the marketing plan stop
being made by two people who never speak.

## What is the order's memory? [#what-is-the-orders-memory]

Alongside the products, an order carries comments and an activity feed, a decision recording
why you placed it, and an outcome recording whether it did what you expected.

Recording the decision at the time costs a minute and is the only way the answer exists later.
See <Ref to="decisions" />.

Follow the order to be notified when somebody comments on it, from the Properties panel.