Order Guides – Vendor Portal

Craftable allows vendors to upload Order Guides so you can provide your most up to date pricing to customers.  You can upload different order guides for different customers, allowing you to cater your item selection based off your customer up to your full catalog.  Uploading order guides is a great way to provide competitive pricing and keep your customers updated.

In order to use order guides, you must have your customer add you as a vendor in their Craftable account and enable Order Guide Functionality for you.  Once your customer adds you to their account, you will receive an email to set a password. If you or your customer need assistance in activating this feature, please reach out to us at support@craftable.com.

See below for details on uploading a new order guide, as well as updating an existing order guide. 

Uploading A New Order Guide 

Once you have an active vendor account you will notice Order Guides in the navigation bar.

Click on the ‘Import’ button to load a new order guide.

(We will cover updating Order Guides later in the article.)

Download the Order Guide template by clicking the icon in the top right of the pop-up window.

The downloaded Excel file notes which columns are required, and which columns are optional. Enter the item information. 

Upload the file with Vendor Name, optional Logo, and if you will be using SKU only or SKU and Pack Size to indicate unique items. See image in Step 3 above.

You have now uploaded the Order Guide and Craftable customers can now subscribe. You will need to provide the ‘Share Code’ listed on the order guide to your customer for them to subscribe.

Tips

• You may enter more than one Order Guide if you have customers with preferred pricing, specific items, etc. The pricing they will see on their customer portal will be based off of the ‘Share Code’ you provide.
• ‘Update’ the Order Guide to adjust pricing and item details for customers that this information is shared with. You do not need to enter a new Order Guide each time for the same customer or group of customers.

Updating Order Guides

There are two options for updating an Order Guide and any updates will be visible to customers subscribed.

Option 1: Select the Order Guide you would like to edit and then click on the item name in blue text.

This will bring up a window for you to enter the new price for an item. Entering a new price will then show the previous price as well the dollar amount change and percentage change.

Option 2: You can also update the order guide en masse by downloading the current Order Guide and updating your prices.

Click the download icon while in the Order Guide you would like to update. This will download an Excel that is already in the Craftable format. All you need to do is update the prices and add or remove any new or expired items.

Please note: removing an item from the order guide will mark the item as "Out of Stock". Be sure to include all items in the file that this customer is able to purchase from you.

Once you have updated prices and items, click the blue ‘Update’ button to load your new information.

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