Wholesale purchase orders on Shopify

Answers to the questions that come up when customers send purchase orders as files and someone has to get them into Shopify correctly.

How do I turn a customer’s purchase order into a Shopify draft order?How to get a wholesale customer’s PDF, Excel or CSV purchase order into a Shopify draft order without retyping it — and without letting a tool guess.
How do I import a customer’s Excel or CSV purchase order into Shopify?Your customer sends their order as a spreadsheet in their own layout. How to get it into a Shopify draft order without reformatting columns first.
Can I turn a PDF purchase order into a Shopify draft order?Can a PDF purchase order become a Shopify draft order? Yes if the PDF has real text. What works, what does not, and how to check before you rely on it.
My wholesale customer orders in cases, but Shopify sells single units — how do I convert?A buyer orders “2 cases” but your Shopify variant is a single bottle. How to convert cases to units on wholesale orders without overselling or undercharging.
My customer uses their own product codes — how do I match them to my Shopify SKUs?Your wholesale customer writes their own item codes or names on purchase orders. How to map them to your Shopify SKUs once and reuse the mapping.