This guide walks through how to use OrderHub from setting up your account to tracking orders and reviewing invoices.
Managing Your Account
Update your account
Select your profile in the top right corner, then choose My Account to update your name, email, and password.
Manage users
Go to Profile, then Manage Users, then + Invite User to add teammates who can view and manage your orders, invoices, and connections.
OrderHub Workflow
OrderHub takes you from discovering sellers all the way through invoicing in six steps: explore, connect, build a cart, submit, track, and review invoices.
Explore sellers and products
The Sellers tab lists the self-distributing producers in your area, both connected and unconnected, in alphabetical order. The Products tab shows a single view of everything available from all your connected sellers, with search and filters included.
- Connected sellers: order directly by selecting View Products & Order to see business details, delivery days, products, and pricing.
- Unconnected sellers: select View & Connect to explore their storefront, including check ins, awards, and products on local menus. Pricing stays hidden until you connect.
Request a connection
From an unconnected seller’s detail page, select + Request to Connect, fill out the form with your interests and preferred drop in availability, then select Send Request. Once the seller approves the request, they move to your Connected Sellers list, and you can view their available inventory and pricing.
Build a cart
Build carts from the Products tab, across multiple sellers at once, or from a single Seller Detail view. For any product, confirm the Packaging Style, choose the Quantity, and select Add to Cart.
A separate cart is created automatically for each seller. You can view all carts through the Cart icon at the bottom of the left navigation. Carts and orders are only available for connected sellers.
Submit an order
- Open the Cart icon in the left navigation.
- Confirm the Delivery or Pick Up Date (options are set by the seller’s delivery days).
- Adjust products and quantities in the Items section if needed.
- Add a PO number and any notes for the seller.
- Review the Estimated Total and select Review Order.
- Confirm the order and select Submit Order Requests.
Sellers are notified once an order is submitted and can accept or edit it. If they make changes, the update comes back to you for approval, and you will also receive automatic email updates.
Track and manage orders
The Orders view shows all historic and in progress orders. You can filter by Accepted, Rejected, Pending, or Attention Needed, and open any order to view its details. Use Reorder to drop previous items into a new cart.
Attention Needed orders are ones a seller has built or modified that require your approval. Filter to Attention Needed, review the details, then select Approve Changes or Reject Order to notify the seller.
View invoice history
The Invoices tab holds your complete invoice history. You can search by invoice reference number, expand the Item drop down to see related items and quantities, and select the download icon to save a PDF copy.