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How to add a product in your Order Guide

Ignasi Baldellou Vila avatar
Written by Ignasi Baldellou Vila
Updated today

This article provides a step-by-step guide on how to add products to your Order Guide through various methods: from a supplier’s catalog, by uploading an invoice, manually, or using an Excel template.

💡 Make sure you have already added your suppliers. If not, follow the instructions in our article, How to add suppliers

Add products from a supplier’s catalog

  1. Inside the chat with your supplier, click on Start Order.

  2. Go to the Catalog tab, at the bottom of your screen.

  3. Search for your product by category or by clicking on the search icon 🔎 in the top right corner and typing the name of the product you are looking for.

  4. Click on the star ⭐️ on the right side to add the product to your Order Guide.

    • To find your Order Guide, click on it at the bottom of your screen.


Add products by uploading an Invoice

⚠️ Following these steps will add products to your current Order Guide. If you want only the products from your invoice, make sure to delete the ones you no longer need

  1. Click on Start Order when you are in the chat with your distributor

  2. Click on the three dots, at the top right

  3. Click on Invoice Upload

  4. Click on Add another and choose Camera or Photo gallery

    • Upload as many invoices as you want

  5. Click the Send button to submit the request

  6. We’ll send you a push notification to let you know once the products have been added


Add products manually

⚠️ These steps are possible only if the supplier allows custom products or if the supplier doesn't have a catalog.

  1. Click on Start Order

  2. Click on the three dots, at the top right

  3. Click on New Custom Product

  4. Type in the name of the product, the unit and optionally Product ID, Price, Par & Category

  5. Click on Save to create the product


Add products with the Excel template

You can edit your Order Guide via an Excel template directly on the Webtool.

  1. Click on Start Order

  2. Click on More, top right

  3. Click on Export to download the Excel template

  4. Open the file using Excel or Google Sheets

  5. Manually add the products by entering the product name, unit, and optionally Product ID, Price*, Par and Category

  6. Save the file as a Microsoft Excel format

  7. Click on More, top right

  8. Click on Import. A new window titled Upload Excel template will open on the right

  9. Drag and drop your Microsoft Excel file into the window

  10. The products from the Excel template will now appear in your Order Guide

*The price must be entered in cents, without any dots or commas (e.g., 50€ should be written as 5000) and without including the currency symbol.


Excel template information fields

Below are all the current product information fields that you can include on your excel template.

Information field

Excel tag

What it refers to

Product name (Mandatory)

product_name

The name of the product that is sent along with your orders to the supplier.

Unit

(Mandatory)

unit

The quantity and measurement at which each product is sold.

Product ID

externalId

The numeric code identifying the product in your supplier’s catalog.

Product display name

display_name

The product’s name in your order guide. Only visible to you and your team.

Price

price

The product’s custom price to be written as a number without the currency. Only visible to you and your team.

The price must be entered in cents, without any dots or commas (e.g., 50€ should be written as 5000) and without including the currency symbol.

Currency

currency

The price currency. This should be written as EUR, USD or GBP.

Par

par

The minimum amount at which a product should be on-hand in your inventory at all times. Only visible to you and your team.

My category

category

The product’s category in your order guide. Only visible to you and your team.

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