Add a new user to a customer's account

Find out how to add (invite) additional restaurant users to your customer's Cut+Dry account.

Check a customer user's invite status

Find out how to doublecheck an invited customer's account status with Cut+Dry.

Change customer-specific settings

Find out how to update customer-specific settings such as delivery days and catalog access.

Add or remove a salesperson on a customer account

Find out how to change which of your salespersons are assigned to a customer.

View a customer's past or recurring orders

Find out where to obtain a customer's past or standing orders.

Review customer hold types

Find out the different types of customer holds and how the app treats them.

Export customer information

Find out how to download a spreadsheet of all customer data within the app.

Customer reports FAQ (White Label app only)

Find answers to commonly asked questions about customer spending reports.