If you place orders of a specific group of items regularly, or have preferred item variations/purchase formats that you want to order, add them to your venue’s Order Guide to speed up the process.
When you add items to your order guide, you can filter 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 the Order Guide:
Place your cursor over the item and click the pencil icon
If the item has variations, select a variation
Click the “Order guide item” checkbox
The item is now added to the Order Guide.
Note: To remove an item from the Order Guide, click the checkbox again
To add multiple items / item variations to the Order Guide at the same time:
Go to the "Items" Page
Click the "Items (By Variation) tab"
Every item in your venue displays. Click an item to expand it and see all the item variations. Click the checkbox beside each item / item variation you want to add to the Order Guide. After making your selections, click "Mark as order guide items" on the side menu.
Note: If you want to remove items from the Order Guide, there is a "Remove from order guide items" button underneath.
Click "OK" on the confirmation pop-up
The items are added to your Order Guide
Filtering by Order Guide Items
To filter your items by those on the Order Guide:
Go to the “Prepare Orders” page
Click the “Predefined filters” drop-down menu and select “Order guide items”
Any items that you have flagged as an “Order guide item” appear and you can add them to your cart
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.