Order Guides

Order guides are predefined lists of items that customers can order on a regular basis. Order guides enable you to add any or all of the predefined items in bulk to a sales order.

Using the Order Guides SuiteApp, you can create an order guide per customer or a template that you can assign to multiple customers. You can create an order guide for a group of customers, such as pizza restaurants. You can then add the list of items, like flour and cheese, which the customers may order on a regular basis. For each customer, you can further customize the list by adding more items based on recent orders. On sales orders, you can use one order guide at a time to add the items. However, you can edit the sales order to use another order guide.

You can add the following item types in order guides:

• Assembly items

• Lot numbered assembly items

• Serialized assembly items

• Inventory Items

• Lot numbered inventory items

• Serialized inventory items

• Non-inventory items for sale

• Non-inventory items for resale

• Kit/Package items

For details on item types, refer to the topic Item Types.

General Notices