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Order Guide Items

Add items / item variations to your order guide to generate orders quickly and make sure your team is ordering the correct items

Nick Neale avatar
Written by Nick Neale
Updated over a year ago

Article Contents

Intro

If you place orders of a specific group of items regularly, or have preferred item variations/purchase formats you want to order, you can add them to your venue’s order guide to speed up the process.

When you add items to your order guide, you can use the "In order guide" view on the Prepare Orders page to only show those items.

Note: You can still order items that you haven’t added to the order guide. This just makes your preferred items easier to find and add to your order.

Add Items to Order Guide

To add an item, or a specific item variation to your order guide, go to the Items page on the WISK Web Portal:

  1. From the Items, or Items (By Variation) tab, click the current view to open up the view selector

    An arrow points to the "Main" view that is currently active

  2. Click the "Order Guides" reporting view

    An arrow points to the "Order Guides" view

  3. All items/item variations are grouped by whether they have been added to your order guide or not

    All items display whether they are in an order guide or not

You can then add or remove items from the order guide individually, or multi-select to assign many at a time.
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Individual

To add an item to the order guide:

  1. Click the checkbox in the "Order guide item" column for that item

    An arrow points to the "Order Guide Item" checkbox

  2. The item gets added to the order guide, and displays in the "In order guide" grouping

To remove an item from the order guide, click the checkbox again.

Note: You can also add or remove an item/item variation from the order guide on the Edit Item screen (the pencil icon that appears when you hover an item) by clicking the "Order guide item" checkbox

The "Order guide item" checkbox is highlighted for emphasis.

Multi-Select

To add multiple items / item variations to the order guide at the same time:

  1. Click the checkbox beside each item / item variation name you want to add to the order guide

    An arrow points to the checkboxes beside the item names

  2. After making your selections, click "Mark as order guide items" on the side menu

    An arrow points to the "Mark as order guide items" button

    Note: If you want to remove items from the order guide, there is a "Remove from order guide items" button underneath

  3. Click "OK" on the confirmation pop-up

    An arrow points to the "OK" button.

  4. The selected items are added to your order guide

    The items now appear under the "In order guide" grouping

Viewing Order Guide Items When Ordering

To filter your items by those on the order guide:

  1. Go to the “Prepare Orders” page

    The "Prepare Orders" menu option is highlighted for emphasis.

  2. Click the “Predefined filters” drop-down menu and select “Order guide items”

    An arrow points to the "Predefined filters" drop-down menu.

  3. Any items that you have flagged as an “Order guide item” appear and you can add them to your cart

    All items flagged as "Order guide items' display.

    Note: The distributor pre-fill feature doesn’t currently support adding only order guide items. For the best results, add each item on the order guide individually either by entering an amount in the “Quantity to Order” field, or clicking the shopping cart icon beside the suggested order based on your par.

    The "Based on your par" and "Quantity to order" fields are highlighted for emphasis.

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