Overview

An order guide is a list of items your team regularly orders from a supplier, saved to make the reorder process simple and quick. You can make as many guides as you want, for special menus or different your restaurant locations.

There are several different ways you can create an order guide, depending on whether your supplier is integrated with Cut+Dry:

• An integrated supplier has a green, circular arrow by it—this supplier is directly connected with Cut+Dry. Your first order guide was probably created for you based on your order history with them, but you can create more!
  
• A non-integrated supplier has not set up with Cut+Dry—you likely added this supplier to your account yourself. Therefore, their full catalog will not be available to you within the app and you will need to create your first order guide.

1. On the Place Order screen, select the Place Order button next to your supplier.
   
2. If you have multiple restaurant locations, select a location.

   Tip: Choosing a location here will not restrict the location(s) the new order guide can be used in.

    
   
3. Select the order guide +Create button.
   
4. Create a name and assign locations to your order guide, then Submit.
   

Result

The Location/Guide dropdown shows the name of our new guide. 

Tip: The presence of the Close Editor button means that we are currently in edit-mode of our order guide.

 

From here, you can edit the order guide in three different ways:

• Add or change items using the catalog
• Add or change items manually
• Add or change items in bulk with a spreadsheet import

 

Add or change items using the catalog

1. Select Add from catalog or toggle the Catalog button.
   
2. Add an item by selecting the heart icon on the item. Find items to add by:
   • Using the search function, OR
     
   • Selecting an item section or category, then browsing
     
3. Once finished, select Close Editor.

   Tip: Closing the editor saves your order guide in its current state.

    
   

Result

Your new order guide now continues the items you added. You will now need to Configure order guide settings for your new order guide.

 

Add or change items manually

1. Select Create Items.
   
2. Referencing a past invoice, website, or other material from your supplier, fill out the item's information and Save Item.

   Tip: Item Name and Unit are required fields. The rest are optional; more information may help your supplier understand your order.

    
   
3. Select +Add Item to add each additional item.
   
4. Once finished with your edits, select Close Editor.
   

Result

Your new order guide now continues the items you added. You will now need to Configure order guide settings for your new order guide.

 

Add or change items in bulk with a spreadsheet import

1. Find the option to import a file.
   • If your order guide is brand new, select Upload File.
     
   • If your order guide already exists, choose your order guide from the Location/Guide dropdown menu, then select Edit.
     
2. Select Download Template.
   
3. Fill out the template file, using either your Catalog view (integrated supplier) or a past invoice (non-integrated supplier) to source the correct information for each product.

   Tip: For integrated suppliers, the Item Code is the only required field. For non-integrated suppliers, your order will be processed more efficiently if they're provided more information.

    
   • Item Code
   • Item Name
   • Section: A way to break up items into groups within the order guide, if a guide contains many items.
   • Location: This is useful if you have more than one location with different ordering tendencies; separate locations with a comma.
     

      Tip: A blank Locations field is interpreted by Cut+Dry as "any/all locations." We suggest you leave this field blank unless needed, to prevent errors with upload. 

      
4. Save your completed spreadsheet.

   Example

    
5. Select Upload Spreadsheet, then Next to upload your file.
   

Result

Your spreadsheet upload will either display a confirmation of successful upload or give you an error message.

Tip: You will also need to Configure order guide settings any time you create a new order guide.

 

Upload successful

Error message

Tip: To troubleshoot any errors, select Download error file and review your specific error messages. After making corrections, you can Retry Upload with your corrected file.

 

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Example

Here is a successfully uploaded template file with 3 items and its resulting order guide.

 

Change item order or categories

1. Select More Options, then Add Section to add a section heading divider.
   

   Example

   

    

5. Use the gray dots at the end of any line item (including section headings) to grab and move its placement in the order guide.
   

3. Once finished, select Close Editor.

   Tip: Closing the editor saves your order guide in its current state.

    
   

Archive (delete) an order guide

1. Ensure the correct guide is first selected from the Order Guide dropdown menu, then select the order guide Edit button.
   
2. Select More Options, then Archive Order Guide.
   
3. Confirm by selecting Yes.