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This article shows admins how to create new order guides and manage products and stores for an order guide.

Overview

Users with 'Change' permissions for Order Guides within Product Maintenance can create order guides and manage products and stores assigned to the order guide. Order guides can be sorted from sheet to shelf and PARS can be managed at the store level and will reflect on the Digital Manager mobile application.

Users who manage their own site and are adding a manual distributor can create order guides themselves. If a new distributor needs to be added or a change to an existing distributor needs to occur, please submit a ticket to the Decision Logic Service Center.

Additionally, users can create multiple order guides per distributor. An example of additional order guides for the same distributor may be during times of LTO (limited-time offers). Adding LTO items on a separate order guide and assigning test stores limits the new items to those stores and does not impact the Distributor Center’s (DC) other stores.

Create an Order Guide

To Create a new Order Guide, navigate to:

Maintenance > Product > Order Guide Guides

1. Click the Order Guides tab. This should be the default landing page.

2. Click New.

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3. Enter the Name of the order guide.

4. Select a Distributor from the dropdown.

5. Click Save.

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Add Products to an Order Guide

• Under the items tab select add items

• Search for item numbers for navigating by account to see items available to add to the guide

• Place a check next to the item you wish to add to place it on the order guide

• Define the location

Stores will Begin by navigating to:

Maintenance > Product > Order Guides

1. Click the Items tab.

2. Select the correct Order Guide and Category.

3. Click Add Items.

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4. Check the Box next to each Item you want to add.

   1. Users can search for individual items or scroll through the list.

5. Select the Location for each item added.

6. Click Save.

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Stores have the ability to drag and drop and organize the item into their store-specific order location under the Ordering Home > Guide Setup Tab.

It is not recommended to remove stores from order guides as it will reset their store-level sort 

Remove Products from an Order Guide

Begin by navigating to:

Maintenance > Product > Order Guides

1. Click the Items tab.

2. Select the correct Order Guide and Category.

3. Check the Box next to the item you want to Remove.

4. Click Save.

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Add Stores to an Order Guide

Begin by navigating to:

Maintenance > Product > Order Guides

1. Click the Stores tab

in Order Guide Maintenance you can assign a location to an order guide.

1. .

2. Select an Order Guide from the dropdown.

3. Click on an Available Distributors Stores' name.

4. Click the Right-Facing Arrow.

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After assigning the stores, the

locations will be able to

stores can see the order guide in

the drop-down in

Ordering Home when placing orders.

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Remove Stores from an Order Guide

Begin by navigating to:

Maintenance > Product > Order Guides

1. Click the Stores tab.

2. Select an Order Guide from the dropdown.

3. Click on an Assigned Distributors Stores' name.

4. Click the Left-Facing Arrow.

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