Using as a Sales Representative

When using the Brand Portal as a Sales Representative, you have access to various extra features in the Brand Portal.

Change Customers

When first Getting Started, once a Collection is selected, choose a Customer for your session.

Browse through Customers or "Continue as myself" for a personal session.

At any time during your session, you can change Customer. To do so, open the Menu and choose Switch Customer.

Once a Customer is selected, you are redirected to the Categories page.

Proposals

Proposals are Orders that are not yet finalized but need to be shared first while still in Draft.

View all the existing proposals in the Proposals tab within the Order Management section.

Proposals cannot be edited. To do so, import as an Active Order.

When opening proposals, the following actions are available:

• Download the Proposal in various formats.

• Duplicate the Proposal

• Import the Proposal as an Active Order.

Use the Search Bar to search through your Proposals.

Filtering & Sorting

Use the Filter button to see available filters to display Draft Orders.

Use the Sort button to sort the selected Proposals, various sorting selections are available.

Placed Orders

The Placed Orders tabs shows all Orders placed in the Colect system for your selected Customer.

This section allows you to see Orders and their updates from brands. When opening an order the following actions are available:

• Download the Order in various formats.

• Duplicate the Order.

• Import as an Active Order for updates.

Historical Orders will also be displayed here, using the status Historical.

Use the Search Bar to look through your Placed Orders.

Filtering & Sorting

Use the Filter button to see available filters to display Draft Orders.

Use the Sort button to sort the selected Placed Orders, various sorting selections are available.