Please note: only users with the "Edit Vendors" permission can create and manage order guides.
Order guides let you create custom lists of vendor items from one or multiple vendors, streamlining your ordering process.
For example, if you regularly order the same items every Monday, an order guide lets you quickly place an order for just those items, without having to sift through all catalogs.
To create an order guide:
Desktop steps
Desktop steps
1. Click on the "Items" tab.
2. Click "View" and switch the view to "Guides".
3. In the guides view, click the green "+" icon.
4. Click "New Guide".
5. Give your guide a name then click "Save".
6. The new order guide is now created, and you can begin adding vendor items to it.
7. If you need to edit the name of an order guide, or delete it, click the edit icon (pencil) to the right of its name to see the management options.
Mobile steps
Mobile steps
1. Tap to the "Items" page.
2. Tap the down arrow next to "Items".
3. Switch to "Guides".
4. Tap the context menu (three dots) at the top and choose "New Guide".
5. Give your order guide a name, then tap "Save".
6. The new guide is now created, and you can begin adding vendor items to it.
7. If you need to edit the name of an order guide, or delete it, tap into the guide, then tap the context menu (three dots) to see the management options.
To add vendor items to guides:
Desktop steps
Desktop steps
Option 1
1. Click to the "Items" page.
2. Click "View" and switch to the "Vendors" view.
3. Locate the vendor item you want to add to your order guide by either clicking on the vendor or using the search bar at the top right.
Click on the vendor item's name.
4. In the view details modal, click "Edit".
5. Search the order guide(s) from within the "Guides" field. After selecting the guides you wish to associate this vendor item to, click "Save" at the bottom.
Option 2
1. Next to the vendor's name, click the edit (pencil) icon, then choose "Manage Catalog".
2. Associate guides to vendor items from the "Guides" field. Click "Save & Exit" after you are done.
Mobile steps
Mobile steps
Option 1
1. Tap to the "Items" view.
2. Tap the down arrow next "Items'.
3. Switch to the "Vendors" view.
4. Locate the vendor item you want to add to your order guide by tapping on the vendor.
Tap on the vendor item name.
5. In the view details modal, tap the context menu (three dots) and choose "Edit".
6. Search the guide(s) from within the "Guides" field. After selecting the guides you wish to associate this vendor item to, tap "Save" at the top right.
Option 2
1. While viewing a vendor's items, tap the context menu (three dots) at the top and choose "Manage Catalog".
2. Tap "Edit" next to the vendor item you wish to associate to a guide.
3. Search the guide(s) from within the "Guides" field. After selecting the guides you wish to associate this vendor item to, tap "Done" at the top right. This will bring you back to step 2 where you can then "Save" your updates.
