An assortment planner with attachments can be emailed to your buyer directly from the Sales App.
To email Assortment Planner documents click [...] and [Email]
Complete the form and then click [Send]
- Add the client email address by clicking on '+ ' and selecting from the drop-down list. You can click on the head icon to add your address (as created in 'cc' in Settings)
- You can add a 'bcc' client email address or add your email address
- Select attachments
- Enter your message - this will also auto-populate with any text entered in Settings. You can add more text if required
Chose the email address for customer
Choose the attachments you want to send
Examples of attachments
All attachment documents will include your logo image.
Your buyer can enter their quantities, and the total and total value updates on the top left-hand side of the sheet.
