Customer Support
For Admins
For Sales Reps
For Accounts Receivable
Onboarding and Launch
Customers
- Add a new user to a customer's account
- Hide Prices for Selected Customers
- Organize Customers Using Groups
- Manage Order CC Alerts
- Manage Parent-Child Order Guides
- Broadcast to One Specific Customer
Orders and Order Guides
- Approve Orders for Your Customer
- View Order Summary
- Use Offline Ordering
- Manage Parent-Child Order Guides
- Set PAR Values in the Order Guide
- Manage Standing Orders
Boost
- Create banner images from templates
- Control Catalog Filters
- Influence Search Results with Search Boost
- Suggest a product to one specific customer
- Broadcast to multiple customers
- Broadcast to One Specific Customer
Pay
- Re-open an Invoice
- ACH Return
- Adjust credit card fees
- Create a Payment Plan
- Enable Pay
- Learn About SVB
Track
- Monitor Your Route
- Dispatch a Delivery
- Understand your routing file
- Manage Delivery Stops and Breaks
- Manage Delivery Routes
- Add Multiple Warehouse Locations
Catalog
- Edit Product Information
- Report incorrect product information
- Export Catalog Data
- Mark an item as new or on sale
- Add Substitute(s) for an Item
- Manage Catalog Product Images
Settings
- Customer Segmentation Data
- Subject Matter Expert Tags
- Set up a Order Guide change notification
- Manage Track settings
- Add a lead form email recipient
- Role permissions matrix for White Label customers
More Tools
- Manage leads in Cut+Dry
- Set up the BirchStreet integration
- Understand how Cut+Dry's search works
- Sell to non-wholesale customers with Cash+Carry
- Invite brands to Cut+Dry
- Understand the different reports available