Use the Order Guides utility to review and manage inventory item order guides for company vendors. Using this utility, identify the items that company sites are allowed to order from each vendor and sort the order guide item list in the preferred sequence.
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1 | Order Guides | The Order Guides for vendors are listed here. |
2 | Search Criteria | Search the Order Guides list based on vendor or reviewer name. |
3 | Vendor | Identifies the name of the vendor associated with the Order Guide. |
4 | Effective Date | Specifies the date and time when the Order Guide details take effect. |
5 | Warnings | Specifies the number of warnings generated by the Order Guide details. |
6 | Reviewed | Indicates if the Order Guide has been manually reviewed. |
7 | Reviewed By | Identifies the name of the user who manually reviewed the Order Guide. |
8 | Reviewed Date | Specifies the date when the Order Guide was manually reviewed. |
9 | 3-Dot Menu | From the dropdown, select an action to perform on the Order Guide:
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Tip
Select the column headers to sort the columns by their respective values.
From the Item Sequence tab of the Order Guide, sort the item list in the preferred sequence.
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1 | Vendor | Identifies the name of the vendor associated with the Order Guide. |
2 | Reviewed | Indicates if the Order Guide has been manually reviewed. |
3 | Store | From the dropdown, select the store to view and update. |
4 | Standard Purchase Items | This column lists the vendor items that are displayed on Purchase pages. The total number of item rows is specified in the upper-right of the column. |
5 | Standard Order Guide Items | This column lists the vendor items that are displayed on Orders pages. The total number of item rows is specified in the upper-right of the column. |
6 | Search | Search the vendor item list based on description or item number. |
7 | Copy Sequence | Copy the current sequence of the vendor Items. |
8 | Vendor Items | The vendor items for the selected store are listed here. |
9 | Sort Items | Use the control to the left of each item to drag and drop the items and sort them in the desired sequence. |
10 | Cancel | Discard all unsaved changes and return to the Order Guides Search page. |
11 | Save | Save all unsaved changes and return to the Order Guides Search page. |
From the Restricted Items (Cannot Order) tab of the Order Guide, identify vendor items that company sites are NOT allowed to order.
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1 | Vendor | Identifies the name of the vendor associated with the Order Guide. |
2 | Reviewed | Indicates if the Order Guide has been manually reviewed. |
3 | Search | Search the vendor item list based on description or item number. |
4 | Store/Store Group | From the dropdown, select the store or store group to view and update. |
5 | Vendor Items | The vendor items for the selected store or store group are listed here. |
6 | Restricted | Toggle Yes if company sites are NOT allowed to order this item. Toggle No if company sites are allowed to order this item. |
7 | Cancel | Discard all unsaved changes and return to the Order Guides Search page. |
8 | Save | Save all unsaved changes and return to the Order Guides Search page. |
Step by step instructions for managing Order Guides are provided here:
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To edit the details of an order guide:
From the Order Guides Search page, locate the order guide.
To quickly locate the associated vendor or reviewer, type the vendor or reviewer's name in the Search field.
Select the column headers to sort the columns by their respective values.
From the 3-dot menu on the row of the vendor's order guide, select Change.
Set the Item Sequence
From the Item Sequence tab of the Order Guide, sort the item list in the preferred sequence.
From the Store dropdown, select the store to update.
From the Standard Purchase Items column, define a sequence for the listed items.
This column lists the vendor items that are displayed on Purchase pages.
To quickly locate an item, type the item name in the Search field.
Use the control to the left of each item to drag and drop the items and sort them in the desired sequence.
From the Standard Order Guide Items column, define a sequence for the listed items.
This column lists the vendor items that are displayed on Orders pages.
To quickly locate an item, type the item name in the Search field.
Use the control to the left of each item to drag and drop the items and sort them in the desired sequence.
(Optional) From the upper-right of the Standard Order Guide Items column, select Copy Sequence to copy the current sequence of the vendor Items.
Identify Restricted Items
From the Restricted Items (Cannot Order) tab of the Order Guide, identify vendor items that company sites are NOT allowed to order.
From the upper-right of the Order Guide, select the Restricted Items (Cannot Order) tab.
From the Store/Store Group dropdown in the upper-right, select the store or store group to update.
For each item that sites are NOT allowed to order, toggle Restricted to Yes.
This column lists the vendor items that are displayed on Orders pages.
From the upper-right of the Order Guide, select Save.
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To generate an Order Guide report to download and print:
From the Order Guides Search page, locate the order guide.
To quickly locate the associated vendor or reviewer, type the vendor or reviewer's name in the Search field.
Select the column headers to sort the columns by their respective values.
From the 3-dot menu on the row of the associated vendor, select Print.