Alex Bernier

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Articles

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  • 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...

  • Manage Order CC Alerts

    OverviewKeep relevant operator team members informed by managing who receives copies of order confirmation emails. You can add or edit CC recipients for various order notifications, including new o...

  • Manage Parent-Child Order Guides

    OverviewStreamline order guide management for chain restaurants, multi-branch schools, and other networked businesses by establishing parent-child account relationships. Once configured, you can ma...

  • Broadcast to One Specific Customer

    OverviewCut+Dry lets you add a banner with a special message at the top of a single customer's ordering page, from the customer's Boost screen. Example Customer view on the Cut+Dry mobile app: P...

  • Suggest a Product to One Specific Customer

    OverviewTo make a specific item easier for a particular customer to find, you can add it to a customer-specific product recommendation display, called Recommended for You.Follow these steps to set ...

  • Customer Reports FAQ (White Label App Only)

    OverviewDetailed reports, providing insight into customer spending patterns, are available for all customer Admin users of the Cut+Dry White Label (WL) app!Find the answers to common questions belo...

  • Export customer information

    OverviewCut+Dry allows you to download all of your customer's in-app data to .csv spreadsheet format, which is easily opened in Excel.Follow these steps to save your customer info as a spreadsheet....

  • Manage Customer Holds

    OverviewThe Account Hold lets you temporarily restrict specific customers from placing orders online. When a customer is on hold, they can still browse your catalog, but will not be able to submit ...