Reps can now view and manage customer order guides right inside the Sales Rep Portal, without switching over to Storefront. Build a guide the way a customer actually orders, add the items they're missing, and put the items they buy most at the top so ordering is faster for them and for you.
Finding the Order Guides tab
Open the Sales Rep Portal and go to the Order Guides tab. Select the customer whose guide you want to work on.
Adding items to an order guide
In the Order Guides tab, open the customer's guide.
Search your catalog for the item you want to add.
Add it to the guide.
Reordering items
Drag items into the order that matches how the customer works, so their go-to products sit at the top of the guide.
Creating an order guide from a menu or photo
Reps can generate a starter guide from a customer's online menu or a photo of an existing menu or invoice. This is a fast way to build a hit list of items to discuss or price.
Go to the Accounts tab and open the account's details page.
On the right, select Create order guide.
Choose one of two options: Online menu or Upload photo/file.
Browse the menu or upload the file, then review the items Pepper detects.
Generate the guide.
Detected items land in a group called ⚡️ Discovered Items ⚡️, and you go straight to the Order Guides tab to review and refine before sharing.
What editing an order guide changes today
Editing a guide here updates what the customer sees in their Storefront ordering experience right away. It does not yet change the order entry page. Custom sort order shows up in order entry once partition and shelf-to-sheet sort order support ships, so for now the order entry view may not match the ordering you set here.