Migration guide
OrderEase to Crate
OrderEase is an order platform for suppliers who take orders from many places at once: EDI from big retailers, PDF and email purchase orders, marketplaces and a buyer portal, all pushed into an ERP. This guide is for roasters, bakeries and brands whose buyers mostly order from a portal and whose products already live in Square, Clover or Shopify.
The short answer
- OrderEase starts at $500/month plus a setup fee and has no free trial.
- Crate Starter is $50/month, Growth $80/month and Plus $150/month, with a 14-day free trial and no setup fee.
- Your Square, Clover or Shopify catalog syncs in, so you keep one product list.
Why switch to Crate
- About a tenth of the starting price. Crate Growth, with standing orders and invoicing, is $80/month against OrderEase's $500/month starting price, and Crate has no setup fee.
- Try it before you pay. Crate has a 14-day free trial and you set it up yourself. OrderEase quotes after a demo.
- One catalog. Crate imports the products you keep in Square, Clover or Shopify. OrderEase's integrations page does not list Square or Clover.
- Buyers run their own standing orders. On Growth, buyers set, skip and pause weekly, 14-day or 28-day orders from their portal.
- Built for roasters. Roast weekdays with an order cutoff, the roast date on every order and a production sheet are built in.
When staying put is fine: OrderEase may still fit if retailers such as Costco or UNFI send you EDI orders, or you need orders pushed into an ERP like NetSuite or Sage.
Cost: OrderEase vs Crate
| Plan | Price |
|---|---|
| OrderEase subscription | Starting at $500/month; the price rises with order volume, order sources and connected systems |
| OrderEase setup fee | Not published: it depends on your configuration |
| Notice to cancel | At least 30 days, according to OrderEase's terms |
| Crate Starter (up to 20 active buyers) | $50/month |
| Crate Growth (up to 50 active buyers) | $80/month |
| Crate Plus (more than 50 active buyers) | $150/month |
How to switch
- 01Bring your products. Connect Shopify, Square or Clover and your catalog syncs. No store? Upload a product spreadsheet.
- 02Upload your customers. Upload the customer CSV in any column layout. Each account needs a business name and an email. Set payment terms, such as Net 30, as you import.
- 03Set prices. Recreate your price lists and customer prices. Send us your export and we will help.
- 04Invite buyers. Run both tools side by side until prices check out, then invite each buyer to their portal.
What to export from OrderEase
| Data | How to get it |
|---|---|
| Products | Nothing to export if your catalog lives in Square, Clover or Shopify: connect it and it syncs. Otherwise use OrderEase's product export, which it says suppliers have, and upload the file to Crate. (source) |
| Orders | OrderEase says suppliers can export bulk and single orders. Keep that file for your records: Crate starts new order history from your switch date. (source) |
| Customers | OrderEase does not document a customer export. If your ERP or QuickBooks is the system of record, export the customer list there. Otherwise ask OrderEase support for a CSV with business name, email and payment terms, then upload it to Crate in any column layout. |
| Prices | OrderEase does not document a price export. Export or note each account's prices and send them to us; we will help rebuild your price lists and customer prices. |
Keep in mind: OrderEase's terms ask for at least 30 days' notice to cancel and renew monthly or annual plans automatically, so check your renewal date and give notice early.
Keep in mind: The same terms say you may get access to your data after cancelling, without obligation. Take your exports before you give notice.
Keep in mind: Crate does not take EDI orders. If some retailers order by EDI, keep that channel where it is or check it before you switch.
Questions about leaving OrderEase
- How much does OrderEase cost?
- OrderEase's pricing page says plans start at $500/month plus a setup fee that depends on your configuration, and the price rises with order volume, order sources and connected systems. Crate is $50, $80 or $150 a month with a 14-day free trial.
- How do I cancel OrderEase?
- OrderEase's terms say you can end the agreement by giving at least 30 days' notice, and that it refunds the unused part of your current subscription period if either side cancels. Plans renew automatically, so give notice before your renewal date.
- Can I export my data from OrderEase?
- OrderEase says suppliers can export orders and product data. It does not document a customer or price export, so ask its support for those files, or export them from your ERP or accounting system if it holds them.
- Does Crate take EDI orders like OrderEase?
- No. Crate is for buyers who order from your branded portal, plus orders your team enters for them. If big retailers send you EDI purchase orders, OrderEase is built for that and Crate is not.
Send us your OrderEase export
Upload your customer list and we will help set up prices before your buyers move.
14-day free trial. No credit card required.
Sources
- 1. OrderEase pricing
- 2. OrderEase terms (notice, renewal, data access)
- 3. OrderEase: buyer order exports (2026-04-16)
- 4. OrderEase integrations
Based on published information on the review date. Plans change, so check with the provider.