The Standard Order tab will display all the items your customers have ordered from us in the past. This includes items customers have ordered via this online system, as well as items customer service or sales have entered for our customers.
You can define Order Guides geared to each customer’s business requirements. This gives you more control and flexibility in the ordering process. Please refer to the Order Guides Tab chapter in this document for more detailed information.
The Search drop down list is used in Standard Order and Quick Entry.
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The Guide drop down list.
The Standard Order guide is the only guide you do not have to create.
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Date Filtered Standard Order
The Standard Order tab with the date filtered "X week Standard Order" option visible in the Guide drop down menu. This feature allows you to view a copy of your customer's "Standard Order" showing only items that you have been purchased in the last "X" weeks. Where "X" is the number of weeks selected in Account Settings for the Date Filtered Standard Order option.
The items which appear on the Standard Order list are normally sorted by our product “class” and then our item number. Note that if your customers would like their items displayed in a specific order, you can set this up for them in Order Guides.
A customer’s Standard Order screen with item images turned on by the System Administrator.
Product Searches
To help you find items in your Standard Order, use the “Search” feature at the top of the screen. You can change how the search will work by hitting the drop down arrow in the Search area. The Search normally defaults to “Item Description”, but you can also search by “Class”, “Brand”, "UPC Code" or “Item Number.”
•To search, enter the text for what you are looking for in the keyword area. The keyword area accepts full or partial words. Next hit the Enter key or click the magnifying glass icon to begin the search.
•If you would like to search for items outside of your Standard Order, be sure to check the “Search All Items” box.