When a Line Sheet has been sent to the Customer, these are then independently found within the Selections Module where you can now manage each Customer selection. You can find these products within the Other Recommended Products Tab.
Split by Colour Line Sheet to Selections
1. View a list of all your Products
2. Quick Add: Add additional products to the selection one by one: Add Products using the Quick Add Tool
3. Advanced Add: Add additional products to the selection in bulk: Add Products using the Advanced Add Tool
4. Find Product/Section: Search your products within the tab
5. Add/Edit Section: Add additional or edit existing sections:
- 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
- Review your Sections and Sub-Sections and click [OK]
6. Auto-Save: If turned On the Selection Auto-Saves every 5 minutes
7. Current Status: View the Buyer Portal - Read Only version of what the Customer is seeing
Swatches Line Sheets to Selections
1. View a list of all your Products grouped by Style
2. Quick Add: Add additional products to the selection one by one: Add Products using the Quick Add Tool
3. Advanced Add: Add additional products to the selection in bulk: Add Products using the Advanced Add Tool
4. Find Product/Section: Search your products within the tab
5. Add/Edit Section: Add additional or edit existing sections:
- 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
- Review your Sections and Sub-Sections and click [OK]
6. Auto-Save: If turned On the Selection Auto-Saves every 5 minutes
7. Current Status: View the Buyer Portal - Read Only version of what the Customer is seeing
For navigation between multiple products...
To navigate between your selected records you can either individually select the products or 'Select All' via the 'Selected Menu' to the right
The products and swatches will appear within the Line Sheets area of the Buyer Portal when Selections have originated from a Line Sheet
When you click into a product, you can then navigate between them to edit instead of returning to your product list each time. (navigation at top right)
