Efficiently managing multiple order guides can streamline your ordering process, especially when your restaurant has different locations or varying supply needs. Here’s a simple guide to help you add products across multiple order guides quickly.
Before You Begin: If you need help with the initial setup, please see our article on How to Upload an Order Guide.
Step 1: Select Products in Your Order Guide
Start by navigating to the order guide you want to edit. Select the products you wish to add to other order guides. Once you’ve chosen them, click Share Products to continue.
Step 2: Choose the Destination Locations
After selecting your products, choose the locations where you want these products to appear. Once you’ve marked the relevant locations, hit Share to apply the changes.
💡 Tip: If you’ve renamed any chat with a supplier, that custom name will appear in the location list, making it easier to identify specific suppliers linked to each location.
Step 3: Confirm and Update
Once you’ve checked all relevant locations, click Add to finalize.
Removing Products from Multiple Order Guides
Step 1: Select Products to Remove
Go to the order guide where you want to make changes and select the products you wish to remove from other order guides. Click Remove and then select Remove from more locations.
Step 2: Choose Locations to Update
After choosing your products, select the locations from which you want to remove these products. Your current location will have a Current Location indicator. Once you’ve selected the relevant locations, click Remove to apply the changes.
Step 3: Confirm and Update
Once everything is set, click Remove to complete the update. The selected products will be removed from the chosen locations.
Handling Errors and undoing changes
If there’s an issue during the update, you’ll see an error log with details about any products that couldn’t be added. Expand each location to view specific product issues.
Undoing Changes: If you need to roll back updates, click Restore. This option will revert the changes across all locations you updated.
Following this process will help you manage products across multiple locations without hassle. For further assistance, please reach out to our Customer support team. We’re here to help!