Order Guide

An "Order Guide" is created by the Distributor or Supplier for any customer found under the Suppliers "Customer List". Distributors have the ability to put together a list of items they think the retail customer will often order. Once an Order Guide is created, the retail accounts will see the items included on this guide when creating a new order. 

This is also where you can see/setup negotiated pricing you have provided Retail accounts. 

For Supplier Owners, Administrators or Sales Managers, you can access Order Guides by going to your "Customer List" and then selecting the edit icon for the customer. 

For Representatives, to access the Order Guide, click on the main menu and select "Sites"

 

Search or scroll through the list to find the customer you want to view.  Click on the site name.

For Representatives, the only sites that will be listed here, are the ones previously added to the customer by an Owner, Administrator or Sales Manager.  

Now you can click "View Order Guide". Order Guides are not required, so some customers may not have anything to show. If an Order Guide is needed but has not been created yet; an Owner, Administrator or Sales Manager will need to complete this process.