Overview

From initial setup to advanced features and functionality, this resource checklist—paired with our video tutorials and onboarding training schedule—should provide you with comprehensive guidance for using Cut+Dry!

Meet our customer app

• Check out all of the features available in the Cut+Dry customer app
• Navigate through the app interface See how customers place orders, make payments, and manage account settings
• Review the different user roles + permissions that control the app functions

Get started in the Distributor Portal

• Learn how to access the Distributor Portal
• Set up different user accounts with different permissions
• Explore the different sections and functionalities
• Customize portal settings according to your preferences 
• Further customize your portal by employing different user roles and permissions

Review metrics on the Dashboard

• Discover the indicators and key metrics available on the Dashboard
• Monitor your sales performance, order statuses, and inventory levels
• Utilize the dashboard features for easier, effective management

View resources for DSRs, Salespersons, and Order Desk personnel

• Learn to place or assist customers with orders 
• See how to manage all of your orders
• Review the associated marketing tools
• Create and revise your customer's order guide

Explore the Accounts Receivables features

• Take note of all the available Accounts Receivable (AR) features within Cut+Dry
• Watch a demonstration on how AR enhances your customer’s experience
• Learn the ins and outs of payment timing
• Troubleshoot common AR-related issues

Manage your product catalog

• Easily take ownership of your product catalog within the app
• Discover how to add new products, update prices, and edit product descriptions
• Organize your products into categories for easier navigation
• Ensure accuracy and consistency of catalog information with Cut+Dry

Utilize the integrated marketing tools - Boost!

• Look through the various marketing tools integrated into Cut+Dry
• Utilize promotional features to attract and retain customers
• Create targeted marketing campaigns through the app
• Track your marketing’s effectiveness and return on investment (ROI)

Track and monitor orders and deliveries

• Review the tracking features for orders and deliveries
• Use the Live Tracking feature for active monitoring
• Understand the Customer Notification setup
• Provide your customers with accurate tracking information

Enable your customers to adopt Cut+Dry

• Invite your customers to use the app
• Learn the different stages of a Cut+Dry app rollout