A Beginner's Guide for Admins
Learn about the must-know features to start experiencing what it’s like to work inside Cut+Dry.
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Whether you're overseeing a team, managing orders, or helping to streamline your company's digital tools, Cut+Dry makes it easy to bring your operations online. As an admin, your role is crucial to ensuring your organization is set up for success. This guide will walk you through the essentials to get started.
Getting started: understand Cut+Dry
As an admin, you get the tools to manage your sales process at scale while delivering a seamless digital ordering experience to your customers. Cut+Dry keeps your team connected to buyers, ensures visibility across accounts, and helps drive consistent growth. Here's how it works for you:
- Centralize Orders: Eliminate manual entry and scattered communications. All orders flow into one organized system.
- Gain Visibility: Monitor team activity and customer behavior in real time—see what’s being viewed, ordered, or missed.
- Enable Reordering: Equip your team with custom order guides that make reordering simple and error-free for customers.
- Promote Strategically: Launch promotions and featured items that your reps can share directly with accounts.
- Stay in Control: Maintain ownership of the customer relationship, with full oversight of interactions and transactions—even in a digital environment.
Whether you’re working from your laptop or phone, Cut+Dry gives you the tools to manage your book of business with more confidence and less friction.
Using Cut+Dry as an admin
Get up and running in Cut+Dry in 5 easy steps. You can move through them all at once or take it one step at a time - whatever works best for you!
Create your account & get familiar with the platform
Everything begins with setting up your account. You’ll get access to the Distributor Portal, where you can manage customers, products, and orders in one streamlined interface.
Tip: set your password when you first log in to your account.
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View your customer list and profiles
The Customers tab lets you see which accounts are active, when they last ordered, and who owns the relationship. This is where your team will spend most of their time and have most of their questions.
Tip: use this time to verify that all necessary information is coming from your ERP to Cut+Dry and a customer has all the correct settings.
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Review key settings
Visit the Settings section to configure how you want your customers to interact with Cut+Dry. Set payment preferences, order cutoffs, delivery zones, and more. This ensures everything aligns with your operations and policies.
Tip: the integration team will work with you on these settings during onboarding, but you can change them at anytime.
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Understand your key metrics
As an admin, the Dashboard is your command center. It gives you real-time visibility into your company’s performance across sales, customer activity, and platform engagement. Use the dashboard to guide your team, identify coaching moments, and drive smarter, data-informed decisions.
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Invite your team
Now that you’ve explored the basics, it’s time to bring your team in. Invite your sales reps, customer service team, and other relevant users to join your company’s Cut+Dry account. You can assign roles and permissions based on each person’s responsibilities. The sooner your team is onboarded, the faster you’ll see the benefits.
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Getting help
Search the Help Center
Our Help Center is packed with how-to guides, videos, and answers to common questions. It's the fastest way to find help any time, day or night. You can also access the Operator Help Center if you want to help troubleshoot something with your customer, or just understand more about the customer-facing platform.
Contact Cut+Dry Support
If you need more help, you can contact our support team here. We'll get back to you as quickly as possible.
