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Edit an order guide
Find out how to edit an order guide by adding or removing items, changing the sequence, or creating new catagories.
On this page:
Overview
You can change the contents and the organization of your order guides at any time.
Tip: If you do not have the ability to edit your order guide, that means it's locked by the supplier. Please contact your sales representative with any questions.
Note: Screenshots shown were taken from the mobile app. However, all information in this article is applicable regardless of how you access the app: via mobile phone, tablet, or the desktop web portal.
Edit an order guide
- From the main navigation menu, select Place Order.
- Choose the order guide to edit from the Order Guide dropdown menu, then select Edit.
- Add items by select the +Add from catalog button.
- Add or remove items by selecting or deselecting the heart icon on the item. You can find items by either:
- Using the search function
- Selecting an item section or category, then browsing
- Once finished editing, select Close Editor.
Tip: Closing the editor saves your order guide in its current state.
