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
Click on a supplier chat
Next, click on Start order
You can search for products by category via the search bar (e.g. “Produce”)
Click on a category
Browse the list of products
Click on Add
Add as many as you like
Finally, click on Save changes
To search for products by name via the search bar (e.g. “Carrots”)
Tap the name of the product you are looking for on the search bar
Select the product and click on Add
Finally, click on Save changes
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
Click on the card Upload a past invoice or stock-take sheet
Take a photo via the camera or select one you previously took
Upload as many invoices as you want
Click the Send button to trigger the request
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.
Click on Start Order
Click on Add Product
Click on Manually add products
Type in the name of the product, the unit and optionally Product ID, Price, Par & Category
Click on Add to create the product
Once the product is created, you can click on Add Product to add another one
Add products with the Excel template
You can edit your Order Guide via an Excel template directly on the Webtool.
Click on Start Order
Click on More, top right
Click on Export to download the Excel template
Open the file using Excel or Google Sheets
Manually add the products by entering the product name, unit, and optionally Product ID, Price*, Par and Category
Save the file as a Microsoft Excel format
Click on More, top right
Click on Import. A new window titled Upload Excel template will open on the right
Drag and drop your Microsoft Excel file into the window
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. |