How to add an item to your ordering guide

Objective

This guide explains how to add one product item to an ordering guide using the item key, pack/size, and pricing details from the distributor portal. It ensures the item is entered accurately and supported with a clear image for easy identification.

Key Steps

1. Open the Ordering Guide and Start a New Item 0:00

• Navigate to the ordering guide.

• Click Add an Item to begin creating a new entry.

• Confirm you are adding a single item, not a full category or list.

2. Locate the Item in the Distributor Portal 0:11

• Open the distributor portal (example: Performance).

• Search for the product you want to add.

• Find and record the item key so the item can be identified correctly.

• Use the item key to ensure the salesperson or team member knows exactly what product is being ordered.

3. Capture Pack Size and Price Details 0:41

• Record the pack size exactly as shown in the portal.

• Record the price exactly as listed.

• Verify the unit details so the item is entered consistently.

• Use the pack size to help convert the item into a unit-based comparison for pricing.

4. Use Pack Size to Compare Unit Pricing 0:54

• Convert the item to a unit basis using the pack size.

• Compare the unit price against other available options.

• Use this step to determine whether a better price is available.

• Avoid relying only on the total pack price when making comparisons.

5. Save or Capture an Image of the Item 1:09

• Save the product image if the portal allows it.

• If saving is not convenient, take a screenshot.

• Make sure the image is clear and easy to view.

• Use the image to make the ordering guide visually easy to understand.

6. Add the Image and Finalize the Item Entry 1:21

• Upload or place the image into the item entry.

• Confirm the item details, image, and formatting look correct.

• Save the new product to the ordering guide.

• Verify the item now appears in the rotating guide or ordering list.

Cautionary Notes

• Do not enter incorrect pack size or price information. These details affect unit pricing and purchasing decisions.

• Make sure the item key matches the exact product. A wrong key can lead to ordering the wrong item.

• Use a clear image or screenshot. Blurry images can make the guide harder to use.

• Double-check the final entry before saving to avoid errors in the ordering guide.

Tips for Efficiency

• Keep a consistent format for item key, pack size, and price so entries are easy to scan.

• Use screenshots when saving images directly is slow or unavailable.

• Compare unit pricing before finalizing the item to help identify the best value.

• Reuse the same process for each new item to keep the ordering guide consistent and easy to maintain.