Creating Order Guides

To create an order guide from a customer record:

1. Go to Lists > Relationships > Customers.

2. From the list of customers, click View for the customer you want to assign to the order guide.

3. On the Customer page, click Create Order Guide.

4. On the Order Guide page, in the Order Guide Name field, enter a unique name for the order guide.

5. From the Subsidiary list, select the subsidiary that you want to associate with this order guide.

6. (Optional) To mark this as a preferred order guide, check the Preferred box.

   Note:

   On a transaction, items of a preferred order guide are preloaded when you open the Order Guide Entry popup window. For more information, see Using Order Guides on Transactions.

7. (Optional), To mark this as a historical order guide for the customer, check the Historical box.

8. Add items to the order guide by doing either or both of the following:

   • From the Add Items from Saved Search list, select an item saved search to retrieve multiple items.

     If you select another item saved search, the retrieved items are added to the list.

     The order guide is saved and opened in edit mode and the items display in the sublist.

     If any items do not match the items filtering criteria, those items are not included. You can view the list of excluded items by clicking the link in the banner message.

     Note:

     If using expressions in the saved search, enclose the entire expression in parentheses to prevent incorrect saved search results.

   • On the Items subtab, in the Item Code field, select the item from the list, and then click Add.

     Note:

     You can add duplicate items to the order guide. However, in the Order Guide Entry popup window of the sales order, the list is filtered to show only unique items.

9. (Optional) To set a default item quantity for the customer, enter a value in the Quantity field.

10. Click Save.

    On a customer record, you can view the list of order guides on the Order Guides subtab.

To create an order guide template:

1. Go to Order Guide > Order Guide Templates > Order Guide Templates > New.

2. On the Order Guide Template page, in the Order Guide Template Name field, enter a unique name for the order guide template.

3. From the Subsidiary list, select the subsidiary to associate with this order guide template.

4. To add items to the order guide, do either or both of the following:

   • From the Add Items from Saved Search list, select an item saved search to retrieve multiple items.

     If you select another item saved search, the retrieved items are added to the list.

     The order guide is saved and opened for editing, and the items appear in the sublist.

     Items that don't match the filter criteria are excluded from the order guide. Click the link in the banner to see the excluded items.

     Note:

     When using expressions in saved searches, enclose them in parentheses. Otherwise, you may get incorrect saved search results.

   • On the Items subtab, in the Item Code field, select the item from the list, and then click Add.

   To review the conditions for items that you can add to order guides, see Order Guides.

   Note:

   You can add duplicate items to the order guide template. In the Order Guide Entry popup window of the sales order, the list only shows unique items.

5. (Optional) To set a default item quantity for the customer, enter a value in the Quantity field.

6. Click Save.

To create order guides from an order guide template:

1. Go to Order Guide > Order Guide Templates > Order Guide Templates.

2. Next to the template you want to use, click View.

3. Click Create Order Guides.

4. In the Create Order Guides from Template window, select the saved search from the List Customers from Saved Search list.

   If you select another customer saved search, the new customers are added to the list.

   Tip:

   To change the customer selection, press Shift or Ctrl and update the list.

5. Click OK to continue.

   A banner in the Order Guides Template page displays the status of the order guide creation. Click the Refresh button in the banner to update the completion status. When the order guides creation is done, you see a confirmation message in the banner. If some items don't match the items filtering criteria, those items are excluded from the order guides. You can view the list of excluded items by clicking the link in the banner message.

   Note:

   If you try creating another order guide for a customer from the same order guide template, the SuiteApp creates a duplicate order guide. However, if you want to update an existing order guide created from an order guide template, you must update the linked order guides. For more information, read Updating Linked Order Guides.

Related Topics: