Find out how to restrict and allow different ordering behaviors when team members order from an order guide. 

Overview

The Order Guide Settings page allows you (or any Admin-level user on your account) to customize how that specific guide works when ordered from. In particular, you can require that all employee-submitted orders go through an approval workflow rather than get sent directly to your supplier.

Follow these steps to adjust the settings on each of your order guides:

1. Open an order guide's settings page
2. Review available settings
3. Understand the order approval workflow

Open an order guide's settings page

1. From the side navigation menu, select Order.
2. Open the order guide Edit function, in one of two ways:
   • From the Place Order screen, select the three dots on the far right of the supplier's line, then Edit Guide.
     
   • While in the order screen for your supplier, select Edit.
     
3. Ensure that the Order Guide dropdown menu displays the order correct guide that you want to edit the settings on, then select Order Guide Settings from the More Options dropdown menu.
   ✨ Tip: If you need to edit settings for multiple order guides, please repeat these steps for each order guide.
   

Review available settings

• Order Guide Name: The name of the guide within the Order Guide dropdown menu, on the ordering screen.
• Guide Description: The contents of this free-text field are shown at the top of the order guide, on the ordering screen.
• Locations: Your restaurant/venue locations that are able to choose and use this order guide. Employees will not see the order guide if ordering from an unselected location.
• Price Visibility: Toggle whether or not to show prices in the order confirmation emails you receive.
• Add Items Restriction: If your distributor is integrated with Cut+Dry and has a Catalog available for ad-hoc ordering, selecting "Don't allow employees to add items" will remove the ability for those users to toggle over to the Catalog screen.
• Accounting Category: This is currently a placeholder for future features.
• Order Reminder Alert: Add users to receive email and/or SMS notifications to order before cut-off times.
  ✨ Tip: Please note that individual team members are NOT able to turn these notifications off in their personal notification settings. These are set up by order guides and only an Admin user can add or remove users from these notifications.
• Enable Order Approval: Toggle the Admin approval workflow on (green) or off (gray). For more information on how this works, continue to Understand the order approval workflow.

Understand the order approval workflow

If Enable Order Approval is toggled ON, here is the workflow:

1. An employee creates an order using the order guide and checks out.
2. All Admin users for your account are notified:
   • An email is sent to you with a link to the approval page.
   • The pending order will show up on your Approvals tab of the app.
     ✨ Tip: The Approvals tab is not present on your navigation menu unless you have an Order Guide with order approval turned on.
     
3. An Admin user selects the order, then approves or rejects it.
   ✨ Tip: If the order cut-off time for the time the order was submitted has passed, pending orders will show as Overdue and the Delivery Date on the order will be automatically adjusted to your next available delivery date.
   
4. An approved order will receive the normal confirmation screen.