Zedonkopedia

Sales App - Assortment Planner - Add New

Create an assortment planner, which determines the optimal selection of products for your customers. 

You can create a master Assortment Planner or individual Assortment Planners that consider buyer preferences.

Click [+] to add a new Assortment Planner

Add new Assortment Planner

Enter the Name, Description and select the Layout

Enter Name, Description and select layout.

Name and Description will appear on the documents that you can email to your customer.

If you create an Order from an Assortment Planner, the Name populates in the Order Ref field. Notes populate in the Comments field on the Zedonk Order Confirmation.

Tap the eye icon to preview the layout

Tap the eye to see an example of the layout
e.g. 4 products per page

Tap on the layout name to select the layout

Tap anywhere on the line to select the chosen layout

Choose the currencies to appear on the Assortment Planner

Select the currencies that you want to appear on the assortment planner

Tap ✅ to Add Products

Tap to Add Products

Tap on the products to select the customers favorites, tap back to return to list view or select options

Tap to select the customers favorites, tap back to return to list view or select options

Click [...] for the additional options

Options

Show Notes - enter any notes

Show Notes - Enter any notes

Rearrange Products

Rearrange Products

View the Assortment Planner

View the Assortment Planner
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