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To Create a new Order Guide, navigate to Maintenance > Product > Order Guide 

Create a new Order Guide

  • Under the Order guide tab select New

  • Enter a name for the Guide

    • Select the appropriate distributor from the drop down

    .

     This maps this order guide to the selected distributor. 

    Add Products to an Order Guide

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

    (warning)
    Info

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

    level sort (star)Note, adding

    -level sort. Adding an item to an order guide does not add the item to your Inventory Guide

    Adding Stores to an Order Guide

    • Using the Stores tab in Order Guide Maintenance you can assign a location to an order guide.

    • After assigning the stores, the locations

      will be able to

      can see the order guide in the drop-down in Ordering Home when placing orders. 


    Related Articles

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    For additional questions or assistance

    please submit

    , please submit a support ticket by

    visiting our Customer Support Portal 

    visiting the Decision Logic Service Center.