Configure order guide settings
Find out how to restrict and allow different ordering behaviors when team members order from an order guide.
On this page:
Overview
The Order Guide Settings screen allows you (or any of your Admin users) to customize how that specific guide works when ordered from. In particular, you can require that all orders made by employees to go through an approval workflow rather than get sent directly to your supplier.
Tip: These settings are for each individual order guide. If you want all order guides to behave the same, you will need to adjust these settings any time you create a new order guide.
Follow these steps to customize an order guide.
Open an order guide's settings page
- Select Order from the navigation menu.
- Open the order guide Edit screen in one of two ways:
- From the Place Order screen, select the three dots on the supplier's line, then Edit Guide.
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- While in the order screen for your supplier, select Edit.
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- From the Place Order screen, select the three dots on the supplier's line, then Edit Guide.
- Select your order guide from the Location/Guide dropdown, if necessary.
[image] - From the More Options dropdown menu, select Order Guide Settings.
Tip: If you need to edit settings for multiple order guides, please repeat these steps for each order guide.
Review available settings
Note: These settings are available for viewing on this screen, but are set by your distributor (not editable):
- Min. Order Amount
- Min Order Cases
- Delivery Days
Tip: Please note that the days shown on this guide are the supplier's general delivery days, NOT your specific delivery days.
- 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 of the order guide, on the ordering screen.
- Locations: Your 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.
- Price Visibility: Toggle whether or not to show prices in the order confirmation emails you receive.
- Add Items Restriction: If your distributor is integrated with Cut+Dry and has a Catalog available for ad-hoc ordering, selecting "Don't allow employees to add items" will remove the ability for those users to toggle over to the Catalog screen.
- Accounting Category:This is currently a placeholder for future features.
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Order Reminder Alert: Add users to receive email and/or SMS notifications to order before cut-off times.Tip: Please note that individual team members are NOT able to turn these notifications off in their personal notification settings. These are set up by order guides and only an Admin user can add or remove users from these notifications.
- Enable Order Approval: Toggle the Admin approval workflow on (green) or off (gray). For more information on how this works, see below.
Understand the order approval workflow
Tip: If Enable Order Approval is toggled OFF by default on all order guides. So, by default, there is no order approval workflow and orders submitted by any team member using that particular order guide are submitted immediately to the supplier.
If Enable Order Approval is toggled ON, here is the workflow:
- An employee creates an order using the order guide and checks out.
- All Admin users for your account are notified:
- An email is sent to you with a link to the approval page.
- The pending order will show up on your Approvals tab of the app.Tip: The Approvals tab is not present on your navigation menu unless you have an Order Guide with order approval turned on.
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- 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 your next available delivery date.
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- An approved order will receive the normal confirmation screen.
