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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Select vendors, export, and copy a plan

Use Summary controls when you need to prepare information for a vendor or change the vendor used for selected event items.

Select the item or vendor checkboxes in Summary to enable Change Vendor. The number on the button shows how many items are selected.

FlowerBuddy Event Order Summary with populated flower quantities and costs, selected item checkboxes, and the enabled Change Vendor button circled above the table.

Select items

  1. Open the event and select Order > Summary.

  2. Select the checkbox beside an item to include it in an action. You can also select the checkbox beside a vendor heading or the table header.

  3. Check the selection count on actions such as Change Vendor, Order, and Export.

Summary groups items under vendor headings. Items without a selected vendor remain under Unknown Location. Selecting a heading selects its items; it does not assign a vendor.

Change the vendor for selected items

  1. Select the items in Summary.

  2. Select Change Vendor.

  3. In Change Vendor for Selected Items, choose the destination vendor location.

  4. Review the affected items and select Change Vendor.

FlowerBuddy moves the items under the new vendor location and recalculates values that depend on vendor pricing, including Group Qty. and Cost. Recheck those values before creating a purchase order. A role without event edit access cannot use this action.

Export the plan

Select Export or Export Plan. If items are selected, the export contains those items. If no items are selected, it contains the displayed items with a positive planned quantity.

The menu includes:

  • Download PDF, which groups the plan by vendor and separates flowers from hard goods.

  • Download CSV, which includes the vendor, item, quantity, unit, group quantity, group name, and total cost.

Downloading a plan does not create a purchase order and does not add the file to Saved Order Documents.

The export menu keeps the download and copy options together above the order table.

FlowerBuddy Event Order Summary with the Export menu open, showing Copy Table, Copy Table (Plain Text), Download PDF, and Download CSV above populated flower order rows.

Copy Summary values

Open Export or Export Plan and choose one of the copy actions:

  • Copy Table copies a formatted table with the item, unit count, and group count.

  • Copy Table (Plain Text) copies a header and lines in the form Item Name x [group count] ([unit count]).

FlowerBuddy confirms a successful copy with Copied to Clipboard!. Review the pasted group and unit counts before sharing them with a vendor.

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