Overview

The order guide settings screen allows you (and any Admin-level customer user) to customize how that specific guide works when ordered from. In particular, your customers can require that all employee-submitted orders go through a customer-side approval workflow before getting sent to you.  

Follow these steps to configure each of your customer order guides.

Open order guide settings

1. Select Customers from the navigation menu.
   
2. Find your customer, then select the Order Guide button on their row.
   Tip: You can search by Salesperson, use the customer filters, or start typing into the search box.

    
   

3. Select Edit.
   
4. Select the order guide you wish to edit, then select Order Guide Settings from the More Options dropdown menu.
   Tip: If you need to edit settings for multiple order guides, please repeat these steps for each order guide. 

    
   

Review order guide settings

• Order Guide Name: The name of the guide within the Order Guide dropdown menu, on the ordering screen.
• Guide Description: The contents of this free-text field are shown at the top center of the order guide, on the ordering screen.
• Locations: The customer's restaurant/venue locations that are able to choose and use this order guide. Employees will not see the order guide if ordering from an unselected location.
• Min. Order Amount: The customer order minimum you have set up. This generally flows from your ERP to the app, or has been set up for you by Cut+Dry support.
• Min. Order Cases: The customer product case minimum you have set up. This generally flows from your ERP to the app, or has been set up for you by Cut+Dry support.
• Delivery Days: The days that the customer may request delivery on.
• Price Visibility: Toggle whether or not to show prices in order confirmation emails the customer receives.
• Add Items Restriction: If a customer selects "Don't allow employees to add items", it will remove the ability for non-Admin customer users to toggle over to your Catalog screen.
• Enable Order Approval: Toggle the Admin approval workflow on (green) or off (gray). For more information on how this works, continue to Review the customer order approval workflow.

Review the customer order approval workflow

Here is the workflow if Enable Order Approval is toggled ON:

1. An employee creates an order using the order guide and checks out.
2. All customer Admin users are notified:
   • An email is sent to them with a link to the approval page.
   • The pending order will show up on their Approvals tab of the app.
     Tip: The Approvals tab is not present on a customer navigation menu unless they have at least one Order Guide with order approval turned on.

      

3. An Admin user selects the order, then approves or rejects it.
   Tip: If the order cut-off time for the time the order was submitted has passed, pending orders will show as Overdue and the Delivery Date on the order will be automatically adjusted to the next available delivery date.

    
   

4. An approved order will receive the normal confirmation screen and get sent to you for fulfillment.