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Order Guides

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.

Order Guides Search Overview

Item Sequence Overview

From the Item Sequence tab of the Order Guide, sort the item list in the preferred sequence.

Restricted Items Overview

From the Restricted Items (Cannot Order) tab of the Order Guide, identify vendor items that company sites are NOT allowed to order.

Order Guides - Instructions

Step by step instructions for managing Order Guides are provided here:

Change Order Guide

UtilitiesOrder Guides

To edit the details of an order guide:

  1. 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.

  2. 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.

  1. From the Store dropdown, select the store to update.

  2. 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.

  3. 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.

  4. (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.

  1. From the upper-right of the Order Guide, select the Restricted Items (Cannot Order) tab.

  2. From the Store/Store Group dropdown in the upper-right, select the store or store group to update.

  3. 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.

  4. From the upper-right of the Order Guide, select Save.

Print Order Guide

UtilitiesOrder Guides

To generate an Order Guide report to download and print:

  1. 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.

  2. From the 3-dot menu on the row of the associated vendor, select Print.