Alex Bernier
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Articles
Recent activity by Alex Bernier-
Recreate an Order
OverviewYou can recreate (duplicate) a previous order instead of creating a new one from scratch. Follow these steps to duplicate an order. Recreate an order1. Select Order History from the navigat...
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Use Offline Ordering
OverviewContinue drafting orders even in areas with no network coverage, such as freezer rooms or remote locations. Offline ordering enables you to access your order guide, add items to your cart, ...
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Order Different UOMs in One Order
OverviewYou can conveniently order multiple units of measure (UOMs) for a single product within the same order. This feature is designed for if you need flexibility in purchasing both bulk and smal...
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Review a Past Order Check-In
OverviewThe app keeps a history of each received order that your team checks in with the app. Note: Screenshots shown were taken from the mobile app. However, all information in this article is app...
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Check-in a Received Order
OverviewAfter you've received an order, you should review and "Check-In" the order to ensure you've received everything as it should be.If issues are found during check-in, complete check-in, then ...
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Upload an Order Guide
OverviewAn order guide is a saved list of items used to simplify your ordering process. You can create or edit an order guide by uploading a spreadsheet of information you've collected from the Cat...
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Edit an Order Guide
OverviewYou can change the contents and the organization of your order guides at any time.Tip: If you do not have the ability to edit your order guide, that means it's locked by the supplier. Pleas...
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Place an Order Using Upload Order
OverviewYou can download our spreadsheet template, populate it, and reupload it in order to place an order.Note: Screenshots shown were taken from the mobile app. However, all information in this a...
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Report an Order Issue
OverviewIf you've found a discrepancy or other issue while checking in your delivered order, you can report the issue and request adjustment right within the app.Note: Screenshots shown were taken ...
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Delete an Order Guide
OverviewDeleting, or archiving, an order guide is a permanent action that removes the guide from the system and from your account. You cannot later retrieve an archived order guide.Note: Screenshot...