What is the use of Order Guide and how to add products in Order Guide ?
There is one order guide per customer, where their frequently ordered products are pre-selected for you. In order to view or edit a customer’s order guide:
- Go to the “Order Guide “ page
- Select a customer to view their order guide
- You can delete an item from the order guide by clicking on a particular item and clicking delete in the pop up.
- Click the “Add Product in Order Guide” button to add products to the order guide.
- Re-select the customer whose order guide you want to add products to
- A list of items not already on the customer’s order guide will open
- Select the product you want to add.
- Click the “Add Product in Order Guide” button from the pop up
- Click the “Order Guide Detail” button to see the final Order Guide, once you have added all desired products to the list.
View the video tutorial below