Check a customer user's invite status

Find out how to doublecheck an invited customer's account status with Cut+Dry.

Change customer-specific settings

Find out how to update customer-specific settings such as delivery days and catalog access.

View a customer's past or recurring orders

Find out where to find a customer's past or standing orders.

Manage customer holds

Find out the different types of customer holds and how the app treats them.

Export customer information

Find out how to download a spreadsheet of all customer data within the app.

Customer reports FAQ (White Label app only)

Find answers to commonly asked questions about customer spending reports.

Suggest a product to one specific customer

Find out how to give specific product recommendations to a single customer.

Broadcast to one specific customer

Find out how to create a message banner above one specific customer's order guide.

Manage parent-child order guides

Find out how to centrally manage order guides for chain restaurants and multi-location businesses using parent-child account relationships.

Manage order cc alerts

Find out how to control who receives copies of order confirmation emails.

Organize customers using groups

Learn how to organize and categorize your customers using groups

Hide prices for selected customers

Learn how to adjust price visibility on the customer profile.