Create Sections and Sub-Sections and add Products to the Line Sheet
Click on Add/Edit Sections to create Sections and Sub-Sections
Click [+ Add Section] and Click [OK]
Enter the Name and determine the hierarchy of the Section
1. Name: Enter Title of the Section
2. Select Top Level Section for it to become an new independent section or select the Section you wish for this to be Sub-Section under
You can add up to 5 Sub-Sections
3. OK & Add Another: Stay on this pop-up and continue create additional sections and sub-sections
Review your Sections and Sub-Sections and click [OK]
Use the Re-Arrange icon to shuffle and re-arrange your sections and sub-sections
Add Products using the Quick Add Tool
Select your Product one by one and choose their respective Sections/Sub-Sections and click [OK]
Add Products using the Advanced Add Tool
Make a selection of your products and select the Section / Sub-Section you wish to add these products to in bulk
Any product already added will be greyed out to indicate that it is already present, but you will still be able to select that product and add it into a different section.
E.g. If you have an embellished t-shirt and two sections 'Embellished' and 'T Shirts' and you could add the product to both sections for your customer to locate.
As pictured above - when a product is selected again the line will be grey and the text will go back to black, when newly added it will be highlighted in blue as normal.
Click [ADD & SELECT MORE] to continue adding products
Navigate between products to edit their portal details
Either select the products you want to edit via the tick boxes on the left, or select all via the 'Selected' menu to the right.
Once you open a product's portal record with multiple records selected, you can navigate between them to edit instead of returning to your product list each time.
[SAVE] and [CLOSE] when all products have been added
