The Order Guide tab allows you to define and edit targeted lists of items to make your ordering process easier and faster.  For each order guide you define, you can select specific items and the order in which they will appear when placing an order.  If you deal with different delivery locations, you can also define order guides which are specific to those locations which we call “Ship To” accounts.

 

You can select an Order Guide to be used when placing an order, on the Standard Order tab by selecting it from the “Guide” drop down menu.

 

The Standard Order page Guide drop down list.

 

Here are some possible uses for Order Guides:

 

▪To provide targeted product lists by Department; i.e. frozen foods, dry goods, canned goods, dairy, meat, seasonal, etc…

 

▪To align a product list to meet the requirements of different business units; ethnic markets, convenience stores, varying restaurants menus, coffee stores, chain stores, fast food, fine dining, etc…  

 

▪Create guides for each of your business locations.

 

▪To limit the item selection to match your product line.

 

▪Makes delegating the item ordering task problem free.

 

▪Once created, your Order Guides can be edited or deleted using the tools in the Order Guides page.