Order guides

An order guide is a type of shopping list that outlines recommended items to buy for the business. Team members can add all list items to their cart at once for streamlined buying. All team members can create order guides, and administrators can create and share guides with team members or groups. When an order guide is shared with a group, all current and future team members of that group have access. An order guide can also be shared with a team member both individually and through a group. If that team member leaves the group, they retain access to any guides that were shared with them individually.

Default quantities

Administrators can set a default quantity for each item in an order guide. When a team member adds the guide to their cart, each item is added using the saved default quantity. This reduces manual adjustments for items that are ordered in consistent amounts. Default quantities are managed in the order guide editing experience and can be updated at any time. Existing order guides default to a quantity of 1 per item.

Default quantities can be set when items are first added to the order guide, or afterwards by clicking the Edit items button.

Shopping mode

Team members can enter a dedicated shopping mode to review and adjust order guide items before adding them to their cart. In shopping mode, team members can select specific items and update quantities for their current shopping session. Quantity adjustments made in shopping mode are temporary. They apply to the current cart only and do not change the saved default quantities for the order guide.

Team members enter shopping mode by clicking the order guide they want to use.

The following image shows the shopping mode within an order guide:

Editing

Administrators can edit an order guide to add or remove items, set default quantities, and reorder items. All changes are made from a single editing view. Team members can edit the items in an order guide by clicking Edit items.

The following image shows the Edit items modal within an order guide:

Sharing

Administrators can share order guides with individual team members or with groups. When a guide is shared with a group, all current and future members of that group have access to it.