Alex Bernier

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Articles

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  • Request a Credit for a Customer

    OverviewThe Cut+Dry app offers a seamless, transparent way to track and manage credit requests. You can request a credit for a customer in a similar way that a customer can request a credit themsel...

  • Configure Customer Order Guide Settings

    OverviewThe order guide settings screen allows you (and any Admin-level customer user) to customize how that specific guide works when ordered from. In particular, your customers can require that a...

  • Manage Customer Order Guides

    OverviewDuring Cut+Dry launch, your customer's first order guide is usually created from your ERP automatically—from your customer's order history with you. However, customers can have as many orde...

  • Use Cut+Dry Navigation Hotkeys

    OverviewTo speed up order entry and provide more efficient navigation, Cut+Dry has built-in hotkeys.Explore these navigation options below.Use Cut+Dry navigation hotkeysF11 (Windows) / Ctrl + F → F...

  • Compare Quantities Ordered vs. Allocated (per order)

    OverviewTo ensure accurate order processing, Cut+Dry now allows you to compare the quantities ordered in the app versus the quantities allocated by your ERP, for each customer order.Tip: This featu...

  • Order Multiple UoMs in One Order

    OverviewBoth you and your customers can now order multiple units of measurement (UoMs) of a single SKU in the same order. This option facilitates customers who may need to order both bulk and small...

  • Place a Customer Order via Upload Order

    OverviewYou can now place an order for your customer using a spreadsheet. Simply download our spreadsheet template, fill it out, and upload.Follow these steps to use Upload Order.Place an order via...

  • Place a Customer Order

    OverviewIn cases where it's more convenient for you or your Salespersons to place an order for a customer, Cut+Dry makes it easy. Tip: This article covers submitting an order in the same way a cust...

  • Hide Prices for Selected Customers

    OverviewPrice visibility lets you hide product pricing for specific customers when they place orders via the web or mobile app. Customers will not see prices while browsing or ordering—pricing only...

  • Organize Customers Using Groups

    OverviewCustomer Groups allow you to categorize customers based on criteria like business type, location, size, or any classification relevant to your operations. This optional field in the custome...