Attach an Excel Order Sheet when sending a Line Sheet or Selection to your customer.
You can then import the Order Sheet directly into Zedonk using the Order Import function. For more details, see Digital Showroom - Order Import.
When sending a Line Sheet or Selection to your customer, click Add next to Attachments.
Select Order Sheet (Excel) under Attachments, then click OK.
You can also include a Line Sheet PDF and additional files from your Attachments Library. For more information, see Digital Showroom - System Settings - Attachments Library.
Once you've attached the order sheet, click [Send] when you're ready to send your email.
Your customer will receive an email with a unique link to view the Order Sheet.
They can download the file from:
- Linesheet module (Standard Attachment): The landing page via the email link.
- Selections module (Buyer Portal): The Downloads section in the Buyer Portal.
Linesheet module (Standard Attachment)
Selections module (Buyer Portal)
Excel Order Sheet
Each Order Sheet includes a unique Internal Doc ID. Don't remove or change this ID, as it's required for a successful import.
When your customer emails back a completed order sheet, you can enter the details manually or use the Order Import tool.