Find out how to manage items you order frequently within a set order guide.

Overview

An order guide is a set list of items your team regularly order from a supplier, making the reorder process simple and quick. There are several different ways you can create an order guide, depending on your supplier.

If your supplier is integrated with Cut+Dry

Your supplier invited you to use Cut+Dry and your first order guide was likely created for you based on your supplier's settings and/or your previous order history with them. You can create additional order guides by using the supplier's in-app catalog.

✨ Tip: Integrated suppliers are indicated by a green, circular arrow.

If your supplier is NOT integrated with Cut+Dry

You likely connected your supplier manually to your account yourself by adding their phone, fax, email, or web login. Therefore, their full catalog will not be available to you within the app and you will need to create your first order guide.

Follow these steps to set up your order guides:

1. Create an order guide
2. Edit an order guide, in one of three ways:
   • Adding items individually with an integrated supplier:
     Edit an order guide via supplier catalog 
   • Adding items individually with a non-integrated supplier:
     Edit an order guide manually
   • Adding items in bulk with ALL suppliers: 
     Edit an order guide via spreadsheet import
   ✨ Tip: After you create an order guide, you will need to Configure order guide settings to make sure it functions as you expect it to!
3. Delete (archive) an order guide

Create an order guide 

1. On the Place Order screen, select the Place Order button next to your supplier.
   
2. If you have multiple restaurant locations, select a location.
   ✨ Tip: This selection is simply required to open the supplier's screen--choosing a location here will not affect the location(s) the new order guide can be used in.
   
3. Select the order guide +Create button.
   
4. Create an name and assign locations to your order guide, then Submit.
   

Result

The Location/Guide dropdown menu shows the name of our new Sunday Brunch guide as the active order guide. The presence of the Close Editor button means that we are currently in edit-mode of our order guide, too.

From here, we are going to:

• Edit an order guide via supplier catalog
• Edit an order guide manually
• Edit an order guide via spreadsheet import

Edit an order guide via supplier catalog

1. Select Add from catalog.
   
2. Add an item by selecting the heart icon on the item. Find items by:
   • Using the search function
     
   • Selecting an item section or category, then browsing
     
3. Once finished, select Close Editor.
   ✨ Tip: Closing the editor saves your order guide in its current state.
   

Edit an order guide manually

1. Select Create Items.
   
2. Referencing a past invoice, website, or other material from your supplier, enter the Item Name and select the Unit of measurement.
   
3. Fill in any of the optional information, if desired, then Save Item.
4. Select +Add Item to add each additional item.
   
5. Optionally, select More Options, then Add Section to add a section heading divider.
   

   Example

   
6. Optionally, use the gray dots at the end of any line item (including section headings) to grab and move its placement in the order guide.
   
7. Once finished, select Close Editor.
   ✨ Tip: Closing the editor saves your order guide in its current state.
   

Edit an order guide via spreadsheet import

1. Select Upload File.
   
2. Select Download Template.
   
3. Fill out the template file, using either your Catalog view (integrated) or a past invoice (non-integrated) to source the correct information for each product.
   ✨ Tip: For integrated suppliers, the Item Code is the only required field. For non-integrated suppliers, your order will be processed more efficiently if they're provided more information.
   • Item Code
   • Item Name
   • Section: A way to break up items into groups within the order guide, if a guide contains many items.
   • Location: This is useful if you have more than one location with different ordering tendencies; separate locations with a comma.
4. Save your completed spreadsheet.

   Example

   
5. Select Upload Spreadsheet, then Next to upload your file.
   

Archive (delete) an order guide

1. Ensure the correct guide is first selected from the Order Guide dropdown menu, then select the order guide Edit button.
   
2. Select More Options, then Archive Order Guide.
   
3. Confirm by selecting Yes.