Overview
An order guide is a list of items your team regularly orders from a supplier, saved to make the reorder process simple and quick. You can make as many guides as you want, for special menus or different your restaurant locations.
Tip: Order guides offer many optional settings, such as location-specific visibility, employee editing restriction, order cut-off reminder sending, and an Admin approval requirement for orders. For more information, refer to Configure order guide settings.
There are several different ways you can create an order guide, depending on whether your supplier is integrated with Cut+Dry:
- An integrated supplier has a green, circular arrow by it—this supplier is directly connected with Cut+Dry. Your first order guide will be created for you based on your order history with them, but you can create more!
- A non-integrated supplier has not set up with Cut+Dry—you likely added this supplier to your account yourself. Therefore, their full catalog will not be available to you within the app and you will need to create your first order guide.
Note: Screenshots shown were taken through the desktop web portal. However, all information in this article is applicable regardless of how you access the app: via mobile phone, tablet, or the desktop web portal.
Follow these steps to manage your order guides.
Create an order guide
1. On the Place Order screen, select the Supplier.
2. If you have multiple restaurant locations, select a location. If you have multiple order guides, select the order guide
Tip: Choosing a location here will not restrict the location(s) the new order guide can be used in.
3. Select the order guide +Create button.
4. Create a name and assign locations to your order guide, then Submit.
Result
The Location/Guide dropdown shows the name of our new guide.
Tip: The presence of the Close Editor button means that we are currently in edit-mode of our order guide.
From here, you can edit the order guide in three different ways:
Add or change items using the catalog
Note: If your supplier is NOT integrated with Cut+Dry, there will not be a catalog of items available to you. You will have to add items manually.
1. Select Add from catalog or toggle the Catalog button.
2. Add an item by selecting the heart icon on the item. Find items to add by:
- Using the search function, OR
- Selecting an item section or category, then browsing
3. Once finished, click the return arrow, then select Close Editor.
Tip: Closing the editor saves your order guide in its current state.
Result
Your new order guide now continues the items you added. You will now need to Configure order guide settings for your new order guide.
Add or change items manually
Note: If your supplier is integrated with Cut+Dry, there will be a catalog of items available to you. To ensure no problems with ordering, best practice is to Add or change items using the catalog.
1. Select Create Items.
2. Referencing a past invoice, website, or other material from your supplier, fill out the item's information and Save Item.
Tip: Item Name and Unit are required fields. The rest are optional; more information may help your supplier understand your order.
3. Select +Add Item to add each additional item.
4. Once finished with your edits, click the return arrow, then select Close Editor..
Result
Your new order guide now continues the items you added. You will now need to Configure order guide settings for your new order guide.
Add or change items in bulk with a spreadsheet import
Tip: If your order guide is not brand new and empty, an imported spreadsheet will overwrite ALL existing items in the order guide.
1. Find the option to import a file.
- If your order guide is brand new, select Upload File.
- If your order guide already exists, choose your order guide from the Location/Guide dropdown menu, then select Edit.
2. Select Download Template.
3. Fill out the template file, using either your Catalog view (integrated supplier) or a past invoice (non-integrated supplier) 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.
Tip: A blank Locations field is interpreted by Cut+Dry as "any/all locations." We suggest you leave this field blank unless needed, to prevent errors with upload.
4. Save your completed spreadsheet.
Example
5. Select Upload Spreadsheet, then Next to upload your file.
Result
Your spreadsheet upload will either display a confirmation of successful upload or give you an error message.
Tip: You will also need to Configure order guide settings any time you create a new order guide.
Upload successful
Error message
Tip: To troubleshoot any errors, select Download error file and review your specific error messages. After making corrections, you can Retry Upload with your corrected file.
Example
Here is a successfully uploaded template file with 3 items and its resulting order guide.
Change item order or categories
1. In the Order Guide, select Edit.
2. Select More Options or the three dots, then Add Section to add a section heading divider.
Example
3. Use the gray dots at the end of any line item (including section headings) to grab and move its placement in the order guide.
4. Once finished, click the return arrow, then select Close Editor.
Tip: Closing the editor saves your order guide in its current state.
Archive (delete) an order guide
Tip: Archived order guides are deleted permanently. You cannot later retrieve an archived 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 Delete Order Guide.
3. Confirm by selecting Yes.
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