If you're just getting started with Cut+Dry or want a refresher on the basics, this guide is for you. Learn about the must-know features and follow the 5-step onboarding to get the most out of Cut+Dry. 

Getting started: understand Cut+Dry

At its core, Cut+Dry simplifies how you sell. It gives your customers a digital ordering experience while keeping you at the center of the relationship. With Cut+Dry, your buyers can place orders anytime, from any device—while you track activity, recommend products, and close more sales faster. Here’s how Cut+Dry helps you work smarter:

• Save Time: No more manual order taking or chasing down orders. Orders are centralized and organized.
• Stay Informed: Get real-time visibility into what your customers are browsing and buying.
• Boost Reorders: Use custom order guides to make it easy for customers to reorder their staples.
• Drive Promotions: Highlight new or featured items with promotions and content tools.
• Own the Relationship: Even though the tool is digital, it keeps you front and center in the buying process.

Whether you’re working from your laptop or phone, Cut+Dry gives you the tools to manage your book of business with more confidence and less friction.

Using Cut+Dry as a sales rep

Get up and running in Cut+Dry in 5 easy steps. You can move through them all at once or take it one step at a time - whatever works best for you!

Create your account & get familiar with the platform

Everything begins with setting up your account. You’ll get access to the Distributor Portal where you can manage customers, products, and orders in one streamlined interface. 

• You'll receive an invite from your account admin. Click on Accept Invitation to get access to the Distributor Portal.
• Adjust your profile settings and notification preferences. 

• Download the Cut+Dry mobile app to be able to manage your customers and orders on the go. As you go through the steps, try to do it on mobile as well. 

Additional resources:

• Change your profile settings
• Mobile app for iOS
• Mobile app for Android  

View your customer list and profiles

Your customer list is the heart of Cut+Dry—it’s where you’ll spend most of your time as a sales rep. When you need to check in on a customer, place an order, see their pricing, or review recent activity, this is where you'll go.

• Start exploring your Customer List. The customer list is automatically synced with your company’s ERP, so you’ll see all the accounts you're responsible for. Use filters to quickly find specific customers by name, status, or tags—spending time here helps you navigate faster and work smarter.
• Then, explore a Customer Profile. This profile is your hub for managing each customer’s activity and needs. Whether you’re checking a draft, reviewing invoices, or starting a new order, it all happens here.

Additional resources:

• Check a customer's status
• Review customer-specific settings
• View a customer's orders

Manage Order Guides

Order guides are one of the most important tools in Cut+Dry—and where most customers place their orders. These guides start with data pulled directly from your ERP, showing the items your customer already buys. From there, you can customize and manage the order guide in Cut+Dry to make ordering fast and easy.

What You Can Do with Order Guides:

• Add or remove products
• Rearrange the order of items
• Create multiple guides for different menus, locations, or categories
• Set specific configurations

Order guides are fully collaborative and personalized to fit how your customers like to buy. You and your customers can make changes to the order guides. 

•  Get familiar with the order guide before launching Cut+Dry to your customers.
  • Open a customer order guide
  • Review what's currently listed
  • Head to the Catalog and add a new item to the order guide
  • Reorder the products and add sections to match how your customer shops
  • Review and update the order guide settings

Additional resources:

• Manage customer order guides
• Configure order guide settings

Place orders

One of the best ways to get comfortable with Cut+Dry is by placing an order yourself. You can submit orders on behalf of your customers or track the ones they’ve submitted on their own. Either way, Cut+Dry gives you full visibility into what’s been ordered, when it was placed, and where it is in the process—right from your dashboard.

• Pick an order you would place in your ERP today, and try placing that same order in Cut+Dry instead. This helps you understand the process and how orders flow through the system.

Additional resources:

• Place an order for a customer
• Place an order via upload 

Invite a real customer

Now that you’ve explored the basics, it’s time to put it into action—invite your first customer to Cut+Dry. This is where everything comes together: your customer will get access to their order guide, be able to place orders, and you’ll see the entire workflow in motion.

• Choose one of your active customers and send them an invite directly from their customer profile. 
• Once they accept, you can walk them through placing their first order and using their order guide.

Additional resources:

• Add a user to Cut+Dry

Getting help

Search the Help Center

Our Help Center is packed with how-to guides, videos, and answers to common questions. It's the fastest way to find help any time, day or night. You can also access the Operator Help Center if you want to help troubleshoot something with your customer, or just understand more about the customer-facing platform. 

Talk to your Cut+Dry Admin

Each distributor has a Cut+Dry point person who can guide you through setup, answer questions, and help troubleshoot any issues specific to your team. 

Contact Cut+Dry Support

If you need more help, you can contact our support team here. We'll get back to you as quickly as possible.