Overview
Order guides are essential for helping customers place orders quickly. In Pepper, users can build a guide directly inside the app or use the Order Guide Self Serve Tool to upload a file or copy an existing guide. Both methods are useful, and the best option depends on the amount of change that needs to be made.
Click here to learn more about Order Guides.
Difference Between Order Guide Building Methods
Method | Use this method to: | Example |
| A restaurant gets an additional freezer and now wants to add a couple frozen items to their order guide. The user searches for the new products in the app and places them in the correct section of the order guide. This keeps the guide accurate without the need to upload a file. | |
Creating Self-Serve Order Guides in PMC |
| A new store location opens up that follows the same order guide as their chain. Instead of building a guide separately, they use the Self- Serve tool to copy the existing guide and assign it to the new store. They can also upload a CSV to make changes in one action. |
Using the Order Guide Self Serve Tool in PMC
NOTE: Order guides created in PMC do not reflect custom partitions. They will only reflect item groups/categories. Partitions must be configured separately from the app.
How can partitions be edited?
In the app, navigate to an order guide > pencil icon > Edit Order Guide > Edit button (below image):
Alternatively, see In App: How To Create, Edit, Sort, View, and Delete An Order Guide
How to Create a Self-Serve Order Guide from a CSV
1. On PMC, open the Tools tab at the top, then select the Order Guide Self-Serve page on the left.
2. To upload an order guide, click Upload/Copy order guide. Choose a file and upload your CSV (follow the file guidelines in the right panel).
3. Drag pills from Available Fields to the 'Drop here' placeholders in CSV Preview. Click Done.
Dropping a pill on a column's 'Drop here' assigns it that header.
Some column-to-pill matches will be automatically suggested with a dotted outline. Click the suggested pill to accept the suggestion.
In the above image, Item has been dragged from Available Fields into it's matching column. The Unit column shows a suggested pill with a dotted outline, which can be clicked to accept.
4. After clicking Done, a Preview will show the data to appear in the order guide. In the left panel:
Change the file if needed.
Pick a customer to assign the order guide to.
Assign a name for the order guide.
Set as default (optional): Select the 'Set as default' box to make this the customer's default order guide.
Note: If this box is selected, an ERP Sync Conflict Warning will pop up. If the customer has order guides that sync from an ERP system, do not proceed.
Setting a new default will conflict with ERP-synced guides, which may result in missing or incorrect items.
Create inclusions: If the customer does not already have the items available to order from their catalog, selecting this box will ensure that the items are added.
When details are complete, click Create Order Guide.
How to Copy an Existing Order Guide
1. On the Order Guide Self Serve page, select the Copy Existing tab. Choose the customer whose order guide you want to copy, then select the guide from the panel on the right.
2. For the destination, choose the customer who should receive the copied guide.
3. Assign a name or set the guide as default, then Create Order Guide.
Caution: If your ERP syncs order guides to Pepper, always leave Set as default guide unchecked. Setting it as the default may conflict with the guide coming from your ERP and could lead to missing or incorrect items.
How to Download an Order Guide
1. On the Order Guide Self-Serve, click on Download Order Guide
2. Pick a customer whose order guide you want to download. Select order guide(s) you want to download and click the eye icon to preview a guide.
3. Download CSV (or Download ZIP if downloading multiple guides)