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

    (star)Note, 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 see the order guide in the drop-down in Ordering Home when placing orders. 


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