In this article, you can find the steps to search for and organize products in your order guide.
Before searching for products in your order guide, make sure you have added a supplier.
You also should have an order guide with the products you can order from your supplier. If you didn't create your order guide, start by viewing your supplier’s catalog to add products to your order guide.
How to search for products in your order guide
You can easily find products in your order guide by using the search bar (🔍) at the top.
Here’s how it works:
Open the mobile app
If you have multiple restaurants on Choco, choose which restaurant you are managing
Select Suppliers in the bottom tab
Select the supplier
Select the Order option on the bottom right
Type the product’s name in the search bar or scroll through the order guide
How to change the order of products in your order guide
You can organize your order guide by alphabetical or custom order of products.
Note: only team members with admin roles can edit order guides. |
Here’s how it works:
Open the mobile app
If you have multiple restaurants on Choco, choose which restaurant you are managing
Select Suppliers in the bottom tab
Select the supplier
Select the Order option on the bottom right
Select Edit on the top right of your order guide
Select Custom at the bottom and move products by selecting the three lines icon on the right of each product
Select A-Z at the bottom to display them in alphabetical order
Select Done
How to add product categories to your order guide
You can organize your order guide by custom product categories.
Categories are displayed as tabs at the top of your order guide under the search bar. By selecting each tab, you are redirected to the category section within the order guide.
There are two case scenarios in which you can create a new category:
Note: only team members with admin roles can edit order guides. |
How to add another product category
Here’s how it works:
Open the mobile app
If you have multiple restaurants on Choco, choose which restaurant you are managing
Select Suppliers in the bottom tab
Select the supplier
Select the Order option on the bottom right
Select New category in the last tab under the search bar
Type the name and select OK
Edit the order guide to organize products under each category
How to add a product category for the first time
Here’s how it works:
Open the mobile app
If you have multiple restaurants on Choco, choose which restaurant you are managing
Select Suppliers in the bottom tab
Select the supplier
Select the Order option on the bottom right
Select a product by clicking into the name
Select New category at the bottom
Type the name and select OK
Select Done
If you want to add other products to your new category, you can easily do it by editing the order guide following this process.
If you want to add a new category, you can do it by following this process.
How to add product categories to your order guide on Choco web
You can also manage order guides on Choco web and all changes are reflected in your app.
Here’s how it works:
Open your browser and go to choco.com
Select Log in on the top right of the website banner
Select Suppliers in the top left tab
If you have multiple restaurants on Choco, choose which restaurant you are managing
Select the supplier
Select Edit order guide on the top right
Type the name of each product’s category under the Order guide category column and press enter
How to remove product categories
Here’s how it works:
Open the mobile app
◦ If you have multiple restaurants on Choco, choose which restaurant you are managing
Select Suppliers in the bottom tab
Select the supplier
Select the shopping cart option
Select Edit at the top of your order guide
Select the check mark in the category (gray bar in the order guide)
Select the trash option at the top
Select Done
Your products will be moved to the Uncategorized category.