Overview

This guide covers how to manage Order Guides within Orderbot, including editing existing guides, creating new templates, and setting up price lists. Order Guides let you customize pricing for different customers, sales channels, or individual accounts. Once you've created templates, you can assign them to accounts and define pricing using various methods.

Instructions

Editing an Existing Order Guide

1. Navigate to Products > Product Management > Order Guide Templates.

   

2. Locate your order guide. You’ll see options such as:
   • Compare – Compare versions of the guide
   • Current – Edit the active guide
   • New – Create a new version effective at a later date
3. Click Current to make changes to the existing guide. After editing, click Submit Changes to save.

If you want to replace your guide in the future, click New and follow the same steps as creating a new order guide. Be cautious not to overwrite your current guide unless that’s your intention.

Creating a New Order Guide Template

1. Go to Products > Product Management > Order Guide Templates.
2. Click Add New Template next to your desired sales channel.

3. Complete the required fields: Template Name, Currency, and Payment Gateway.

4. To use the Base Price as the final price, enter "0" into the discount calculator.
5. Click Submit to save the template. A confirmation message will appear.

Template Field Descriptions

• Template Name – Enter a descriptive name.
• No. of Accounts – Displays how many accounts are assigned to this guide.
• Currency – Select a currency. This cannot be changed later.
• Pay Gateway – Select a payment gateway for processing credit card orders.
• Tax – Enable tax-inclusive pricing if needed.
• Active – Toggle active status to enable/disable the guide.
• Copy – Duplicate the guide within the same sales channel.
• Edit – Change the template’s basic details.

Creating an Order Guide Price List

1. Click the New link on your template to start adding prices.

2. Search for products using category, tag, or product filters.

3. Enter your desired prices in the Price column.
4. Optional Fields:
   • Tax Include – Show tax-inclusive prices on B2B portals.
   • Original Price – Show original (crossed out) pricing for discounts.
5. Use the discount calculator to adjust prices by percentage.

6. Click Copy to apply discount rates to base prices.

7. To apply a discount to all listed products, enter a value in Discount All and click Copy.
8. To set up Quantity-Based Pricing (Threshold Pricing), click the triangle beside the product.

9. Click Submit Changes to save.

Finalizing and Approving the Order Guide

Once pricing is saved, approve the guide and set an effective date for it to become active.

Note: Pricing a parent product does not automatically price its child products. Each product must be priced individually. Child products are not orderable until the parent product has pricing.