Visual Editors
Export Builders

Export Builders

TimberCloud Storefront — Product Catalog

TimberCloud provides two visual builders for creating export configurations: the CSV Export Builder for spreadsheet and CNC exports, and the ORD Export Builder for Cabinet Vision integration.

Both builders use a drag-and-drop interface—no coding required.


CSV Export Builder

The CSV Export Builder creates table-based exports where you define columns using a visual interface.

Interface Overview

The builder has a three-panel layout:

PanelLocationPurpose
Available FieldsLeftDraggable fields from your product
Export PreviewCenterLive preview with sample data
Column EditorRightConfigure selected column settings

Opening the Builder

  1. Navigate to Catalog → [Your Product]
  2. Expand the Exports section
  3. Click the green "Create CSV Export" or "Edit CSV Exports" button

Creating Columns

Drag and Drop

  1. Find a field in the Available Fields panel
  2. Drag it into the Export Preview area
  3. The field becomes a new column
  4. Click the column to configure it in the right panel

Add Button

  1. Click "+ Add Column" below the preview
  2. A new empty column appears
  3. Configure its content in the Column Editor

Available Field Sources

SourceIconDescriptionExamples
Built-in🏷️Standard export fieldsRow #, Item #, Line #, Product Name
Line Items#Your product's line item fieldswidth, height, depth, qty, notes
Product Options📦Selected attribute valuesMaterial.name, Edge.thickness
Parts⚙️Part dimensions from Parts & ComponentsPart 1 Width, Part 2 Length

Column Editor Settings

When you select a column, the right panel shows configuration options:

Header Name

The column header text that appears in the CSV:

Width,Height,Material  ← These are header names
24.5,34.5,Cherry

Content Type

How the column value is determined:

TypeDescriptionExample
FieldDirect field valuewidth24.5
FormulaCalculated valuewidth * height / 1445.83
TemplateText with placeholders{{width}} x {{height}}"24.5 x 34.5"
StaticFixed text for all rows"Cabinet"

Number Format

For numeric fields, choose display format:

FormatInputOutput
Decimal24.524.50
Fraction24.524 1/2
Integer24.525
Text24.524.5 (as string)

Decimals

For decimal format, specify precision (0-6 decimal places).

Prefix / Suffix

Add text before or after values:

SettingValueOutput
Suffix: "24.524.5"
Prefix: $100$100
Suffix: lbs4545 lbs

Export Settings

At the bottom of the builder:

SettingDescription
NameExport name shown in Orders (e.g., "Build Sheet", "CNC Export")
FormatFile format (CSV)
Include HeadersToggle to include/exclude column headers in first row
Qty FormatHow to handle quantities

Quantity Format Options

OptionBehaviorExample
Single Row (qty column)One row per line item24.5, 34.5, 3 (qty=3)
Separate RowsExpands into multiple rows3 rows with 24.5, 34.5, 1 each

Column Actions

ActionHowDescription
SelectClick columnOpens editor panel
ReorderDrag column headerChanges column position
DeleteClick trash iconRemoves column
DuplicateClick duplicate iconCopies column with settings

Formula Columns

Click "+ Add Formula Column" to create calculated values:

  1. Opens the Formula Builder modal
  2. Build your calculation step by step
  3. Use field values, numbers, and operators
  4. Save to create the formula column

Example formulas:

  • Square feet: width * height / 144
  • Perimeter: (width + height) * 2
  • Price per sqft: price / (width * height / 144)

Saving Your Export

  1. Click the green "Save Export Config" button
  2. Configuration saves to the product
  3. Toast notification confirms save
  4. Close the builder

Sorting & Grouping

Control row ordering in your CSV export with sorting rules.

Opening Sort Configuration

  1. Click the Sort button in the export settings footer
  2. The Sort & Group modal opens
  3. Enable sorting with the toggle
  4. Add sort rules

Sort Rule Settings

SettingDescription
FieldThe data field to sort by
OrderAscending (A→Z, 1→9) or Descending (Z→A, 9→1)
GroupEnable visual grouping (first rule only)

Available Sort Fields

CategoryFieldsExamples
Built-inRow #, Item #, Line #Sort by original order
Line ItemsYour product's fieldsWidth, Height, Depth, Qty
Product OptionsAttribute valuesMaterial.name, Edge.thickness
PartsPart dimensionsPart 1 Width, Part 2 Length

Multi-Level Sorting

Add multiple sort rules for complex ordering:

  1. Primary sort - First field to sort by (with optional grouping)
  2. Secondary sort - Sort within the first
  3. Tertiary sort - Further refinement

Example for CNC Export:

  1. Sort by Material.name (group all Cherry together, then all Maple)
  2. Sort by Width descending (widest first for nesting optimization)
  3. Sort by Height descending

Grouping

Enable Group on the first sort rule to:

  • Add blank rows between groups in the export
  • Organize output by material, product type, or other criteria
  • Improve readability for shop floor exports

Common Grouping Scenarios:

  • Group by material for efficient sheet usage
  • Group by thickness for saw setup optimization
  • Group by cabinet type for assembly workflow

ORD Export Builder

The ORD Export Builder creates Cabinet Vision-compatible files with the proper section structure.

ORD File Structure

Cabinet Vision ORD files have three sections:

[Header]
Version=4
Unit=0
Name=Order-12345
Customer=John Smith

[Catalog]
BaseDoorStyle="Shaker"
Option="Cherry"

[Cabinets]
24,30,12,"Base Cabinet"
30,36,24,"Wall Cabinet"

The ORD Builder lets you configure each section separately.

Opening the Builder

  1. Navigate to Catalog → [Your Product]
  2. Expand the Exports section
  3. Click the purple "Create ORD Export" or "Edit ORD Export" button

Interface Overview

PanelLocationPurpose
Section ConfigurationLeftConfigure Header, Catalog, and Cabinets sections
ORD PreviewRightLive preview of the ORD file structure

Configuring [Header] Section

The Header section contains order metadata. Click to expand and add fields:

FieldDescriptionCommon Value
NameOrder identifier{{_order_number}}
DescriptionOrder description"Kitchen cabinets"
CustomerCustomer name{{customer.name}}
ContactContact person{{customer.email}}
PhonePhone number{{customer.phone}}
AddressShipping addressStatic or dynamic
NotesOrder notes{{notes}}

Adding Header Fields

  1. Click the [Header] Section to expand
  2. Click a field button (e.g., "+ Name", "+ Customer")
  3. Configure the field value
  4. Use {{field}} syntax for dynamic values

Configuring [Catalog] Section

The Catalog section defines material and style options:

FieldDescriptionExample
NameCatalog name"Custom Cabinets"
BaseDoorStyleBase cabinet door style{{DoorStyle.name}}
WallDoorStyleWall cabinet door style{{DoorStyle.name}}
DrawerFrontDrawer front style{{DrawerFront.name}}
OptionMaterial option{{WoodType.name}}
FinishFinish option{{Finish.name}}
ConstructionConstruction type"Frameless"

Adding Catalog Fields

  1. Click the [Catalog] Section to expand
  2. Click a field button (e.g., "+ BaseDoorStyle")
  3. Map to your product's attribute values

Configuring [Cabinets] Section

The Cabinets section contains line item data. Each line item becomes a row:

ColumnDescriptionContent Type
WidthCabinet widthField: width
HeightCabinet heightField: height
DepthCabinet depthField: depth
CabinetTypeCabinet typeField: _product_name
NotesSpecial instructionsField: notes

Adding Cabinet Columns

  1. Click the [Cabinets] Section to expand
  2. Click "+ Add Column"
  3. Configure the column:
    • Name: Column identifier
    • Content: Field, static value, or template
    • Format: Number or text formatting

Dynamic Values with Templates

Use {{field}} syntax to insert dynamic values:

TemplateResult
{{_order_number}}ORD-12345
{{customer.name}}John Smith
{{DoorStyle.name}}Shaker
{{width}} x {{height}}24 x 30

Field Selector

Click "Insert Field" to browse available fields:

CategoryFields
Built-inRow #, Item #, Order Number, Product Name
OrderCustomer Name, Email, Phone, Address
Line ItemsAll your product's line item fields
Product OptionsAll attribute values

ORD Preview

The right panel shows a live preview of your ORD file:

  • Updates in real-time as you configure
  • Shows actual field values with sample data
  • Color-coded sections for easy reading
  • Copy preview content for testing

Saving Your ORD Export

  1. Click the purple "Save ORD Config" button
  2. Configuration saves to the product
  3. Toast notification confirms save
  4. Close the builder

Undo / Redo

Both builders support undo and redo:

ActionShortcutButton
UndoCtrl+Z↶ button in header
RedoCtrl+Y↷ button in header

Changes are tracked in history, so you can step back through modifications.


Tips and Best Practices

CSV Export Tips

  1. Match your CNC format: Configure columns in the exact order your machine expects
  2. Use consistent units: Stick with decimals or fractions throughout
  3. Include identifiers: Add order number or item index for traceability
  4. Preview first: Always check the preview before saving

ORD Export Tips

  1. Map required fields: Cabinet Vision needs Width, Height, Depth at minimum
  2. Use correct keys: ORD field names must match Cabinet Vision's expectations
  3. Test imports: Import a sample file into Cabinet Vision to verify
  4. Check formatting: Numbers should be numbers, strings should be quoted

General Tips

  1. Name exports clearly: "Panel Saw Export" is better than "Export 1"
  2. One purpose per export: Create separate exports for different machines
  3. Test with real orders: Verify exports work with actual production data
  4. Keep it simple: Only include fields you actually need

Keyboard Shortcuts

ShortcutAction
Ctrl+ZUndo
Ctrl+YRedo
Ctrl+SSave (when focused on builder)
EscapeClose builder (prompts if unsaved)

Related Documentation