Order Guides
Order guides are predefined lists of items that customers can order on a regular basis. Order guides enable you to add any or all of the predefined items in bulk to a sales order.
Using the Order Guides SuiteApp, you can create an order guide per customer or a template that you can assign to multiple customers. You can create an order guide for a group of customers, such as pizza restaurants. You can then add the list of items, like flour and cheese, which the customers may order on a regular basis. For each customer, you can further customize the list by adding more items based on recent orders. On sales orders, you can use one order guide at a time to add the items. However, you can edit the sales order to use another order guide.
You can add the following item types in order guides:
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Assembly items
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Lot numbered assembly items
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Serialized assembly items
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Inventory Items
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Lot numbered inventory items
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Serialized inventory items
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Non-inventory items for sale
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Non-inventory items for resale
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Kit/Package items
For details on item types, refer to the topic Item Types.