How to Create Order Guides

To complete this process, you need to be either an Owner, Administrator or Sales Manager. 

From the main Menu > Customer List

To the right of the customer, click on the edit icon. 

On the customers' page, the Order Guide will be at the bottom of the page. Click "Add Items" to start or add to the Order Guide. 

The Order Guide also allows you, the Supplier, to offer items at a discounted rate to any customer found under your "Customer List". All items added to a customers Order Guide will be easily accessible for the customer to start ordering.

Once you click "Submit" the process is complete.