Order guides are product lists that can help users find products more easily when creating their orders. Depending on user permissions, these order guides can also be used to limit options that users have when creating orders from the products your organization creates and manages. All orders start from the base of an order guide, so at least one order guide must be available for every category your users will use to place an order.
Note:A user who does not have category rights for the categories assigned to an order guide will not be able to use or see that order guide. If a user cannot access any of the available order guides, they will not be able to start an order from the “Add Order” option.
Creating an Order Guide
If you have permission to manage order guides, you can begin creating one from the Order menu, or you can click the “Add new” button on the Order Guides screen.
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You can also import products from a vendor by clicking on the “Import from vendor” tab. Select the vendor you want and the products you would like from the vendor and add them to the order guide.
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Note: The “Vendors” tab allows you to select the vendors that should be in the order guide. If you select the vendors and then use “Categories” or “Import from History” then only items for the selected vendors will be added.
You can also use history to add products to your order guide. To do so, click the tab labelled “Import from history”. Select the time range you want to use. Select the products you want to add and click “Add to Order Guide”.
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Note: Both “Import from vendor” and “Import from history” have an option to “Append to orderguide” or “Clear the orderguide and add new”. Be cautious when selecting the clear option as it will overwrite all products currently in the order guide.
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Managing an Order Guide
Once the order guide is created, you can edit the order guide by searching for it among your existing order guides. You can add or adjust products on the order guide in the same ways as above. Removing individual items is as simple as clicking the trashcan next to the item in the Details tab.
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