Alex Bernier

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Articles

Recent activity by Alex Bernier Recent activity Votes
  • Place an Order Using an Order Draft

    OverviewIf items are added to your Cart but are NOT submitted for order, the app automatically saves your Cart contents as a draft.Tip: Draft orders are only saved for 30 days. Note: Screenshots sh...

  • Create an Order Guide

    OverviewAn order guide is a saved list of items used to simplify your ordering process. You can add items individually by searching the catalog.You can have as many guides as you wish to create, su...

  • Place an Order Using an Order Guide

    OverviewOnce you have used the Catalog to create an order guide or uploaded an order guide, you can shop and check out directly from that order guide.Place an order using an order guide The orderi...

  • Place an Order by Shopping the Catalog

    OverviewThe catalog is available as soon as you log in—you can shop using the search bar and Categories right from your home page. You can also toggle Catalog View at any time from the Order Guide ...

  • Activate Admin Approval for Orders

    OverviewThe Order Guide Settings screen allows any of your Admin users to turn on a requirement that all employee-submitted orders go through an approval workflow rather than get sent directly to y...

  • Change Business Settings

    OverviewYou can change your company's name, logo, or billing address at any time.If your business has more than one location: Each location has its own account and associated settings. You must sel...

  • Contact Your Sales Representative

    OverviewChat with your salesperson through the app to confirm orders, accept substitutions, or just say hello!  Note: Screenshots shown were taken from the mobile app. However, all information in t...

  • Role Permissions Matrix

    OverviewTeam members using Cut+Dry can be set up with one of four roles of access. Refer to Add a new user for help with changing or adding a user's access role.Role permissions matrix Tip: "Sectio...

  • Change address (location settings)

    OverviewYou can change your location's street address at any time. If your business has more than one location: Each location has its own account and associated settings. You must select each locat...

  • Change your personal settings and notifications

    OverviewYou can find your personal account settings and choices for notification on the same screen. See the Notification Matrix (below) for extended information on your notification options. Note:...