Search
Place a customer order
Find out how to place an order on behalf of one of your customers.
On this page:
Overview
In cases where it's more convenient for you or your sales rep to place an order for one of your customers, Cut+Dry makes it easy.
Follow these steps to order for your customer!
Place a customer order
- From the side navigation menu, select Customers.
- Find your customer, then select the Order Guide button.
Tip: You can search by Salesperson, use the customer filters, or start typing into the search box.
- Add items to your cart using either a customer Order Guide or your Catalog (or both):
Order items via order guide
- Select the appropriate order guide from the Order Guide dropdown menu.
- Add or remove items by using the Quantity buttons.
Order items via catalog
- Select the Catalog toggle button to go to your catalog.
- Add or remove items by using the +Add to Cart button.
- Once all items are added, select the shopping cart to check out.
- Review your order; if changes are necessary, select Edit Order.
- Choose a delivery date and, optionally, add any notes or special instructions to the order.
- Select Submit Order.
Result
You will receive a confirmation popup, and your customer will be notified of the order according to their notification preferences!
