Alex Bernier

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  • Manage Track settings

    OverviewCustomize your delivery operations by managing Track settings to fit your business needs. You can configure warehouses, internal notifications, and other settings to control how routes are ...

  • Add a lead form email recipient

    OverviewYou can receive the leads from your Public Catalog and the Activation Landing Page in your email. Follow these steps to add your email. Add an email recipient1. Select Settings, then Catalo...

  • Role permissions matrix for White Label customers

    OverviewCustomers using a White Label Operator Cut+Dry app can be set up with one of four roles of access.Tip: Please note that customer role permissions on the Universal app are different; for mor...

  • Role permissions matrix for Universal customers

    OverviewCustomers using the Universal Operator Cut+Dry app can be set up with one of four roles of access.Tip: Please note that customer role permissions on the White Label app are different; for m...

  • Role permissions matrix for distributors

    OverviewYour team members are assigned one of four roles when they are initially invited to use Cut+Dry. This matrix outlines what each of those roles can and can't do. To change a team member's as...

  • Add or edit team members

    OverviewWhen you add a new team member to Cut+Dry, you assign them one of four roles: Admin, Salesperson, Accounts Receivable, or Dispatcher. This role changes their view, access, and visibility wi...

  • Configure order reminder notifications

    OverviewYou can have alerts sent to customers who have not yet ordered, based on the parameters you set. Set up your default order reminder settings for all customers, then (if desired) further cus...

  • Set up a company holiday

    OverviewCut+Dry lets you schedule company-wide holidays to prevent customers from requesting deliveries on days your business is closed.+ Want some inspiration? Check out our Feature Friday video a...

  • Change global order setting defaults

    OverviewThe Cut+Dry app offers you control of ordering behavior across your entire customer base, while also allowing for individual customer-specific adjustments.Tip: Individual customer adjustmen...

  • Change personal account settings

    OverviewWithin Cut+Dry, you can update your personal contact details, password, profile photo, and all of your own notification settings.Follow these steps to change your personal profile info.Upda...