Updating Order Guides

You can update order guides created from customer records. You can also update order guide templates and propagate the updates to linked order guides.

Updating Order Guides Created from Customer Record

You can update an order guide created from a customer record. On the Order Guide subtab of a customer record, click Edit next to the order guide that you created from the customer record. You can perform the following actions on such order guides:

Change the order guide name
Add or remove items
Change the status of the Inactive, Preferred, or Historical boxes

You can edit or remove the items. These changes do not affect existing transactions where you had used the order guide.

For linked order guides, you can only change the status of Preferred check box.

Updating Order Guide Templates

On the Order Guide Templates List page, click Edit next to the order guide that you want to update. You can perform the following actions on the order guide templates:

Change the order guide template name
Add or remove items.
Update quantity for items.

Updating Linked Order Guides

The changes made to order guide templates can be pushed to all linked order guides.

To update linked order guides:

Go to Order Guide > Order Guide Templates > Order Guide Templates.
Click the View link beside the order guide template.
Click the Update Order Guides button.

The Update Order Guides button appears only when you have linked order guides.
Click OK.

A banner in the Order Guides page displays the status of the order guide update. Click the Refresh button in the banner to update the completion status. When the update is completed, you see a confirmation message in the banner. If some items do not match the items filtering criteria, the items are excluded from the order guides. You can view the list of excluded items by clicking the link in the banner message.

Unlinking Order Guides

If you do not want a linked order guide to be updated with changes in the order guide template, you can unlink the order guide. You can unlink the order guide in the following ways:

In the Order Guide page, click the Unlink From Template button.
In View mode of the Order Guide Template page, in the Linked Order Guides subtab, click Unlink next to the order guide name.

Note:

After unlinking, you cannot link the order guide again and the order guide works likes an order guide created from a customer record. Alternatively, you can create a new order guide from the same template and assign the order guide to the same customer.

Updating Order Guide Templates and Order Guides Using CSV Import

When updating order guides using CSV import, in the Scan & Upload CSV page, make sure you select the following:

From the Import Type list, select Custom Records
From the Record Type list, select Order Guide.

When updating order guide templates using CSV import, in the Scan & Upload CSV page, make sure you select the following:

From the Import Type list, select Custom Records
When updating template settings, from the Record Type list, select Order Guide Template.
When updating items in the template, from the Record Type list, select Order Guide Item.

When adding items to an existing template, from the Import Options page, you must choose Add.

Note:

You can create order guides with the same name for different customers or for different subsidiaries of the same customer. Therefore, when updating order guides using CSV import, make sure you enter the correct order guide name, customer, and subsidiary in the CSV file. Similarly, when creating an order template, make sure you enter the correct template name and subsidiary.

Deleting Order Guides

In edit mode of an order guide, click Delete to delete the order guide. You cannot retrieve deleted order guides. If an order guide template is deleted, then all the linked order guides are unlinked and work as order guides created from customer records.