> For the complete documentation index, see [llms.txt](https://docs.colect.io/user/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.colect.io/user/sales-app-variants/sales-app/getting-started.md).

# Getting Started

This user manual will guide you through the process of presenting collections, conducting sales meetings and placing orders using the Sales App.&#x20;

## What Is The Sales App

The Colect Sales App is designed to showcase and sell collections on iPad, using **virtual storytelling**. It is made to increase sales and impress clients, facilitating a smooth order intake process while enabling data-driven sales to guide your client towards their ideal order.&#x20;

At the heart of the Sales App you find [**Lookbook**](broken://pages/mpVtxcMKqyKzzfHdatq6): highly visual digital versions of your traditional lookbook with compelling sales content, created to make your collection speak for itself.&#x20;

{% hint style="info" %}
To get started installing and setting up the applications, see [Installation](/user/sales-app-variants/sales-app/installation.md).
{% endhint %}

### Present Collections

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Collections</strong></td><td>Connect your systems to product data from all brands you work with on the Colect platform.</td><td><a href="https://images.unsplash.com/photo-1529139574466-a303027c1d8b?crop=entropy&#x26;cs=srgb&#x26;fm=jpg&#x26;ixid=M3wxOTcwMjR8MHwxfHNlYXJjaHwzfHxGYXNoaW9ufGVufDB8fHx8MTc2NTk3ODg0N3ww&#x26;ixlib=rb-4.1.0&#x26;q=85">https://images.unsplash.com/photo-1529139574466-a303027c1d8b?crop=entropy&#x26;cs=srgb&#x26;fm=jpg&#x26;ixid=M3wxOTcwMjR8MHwxfHNlYXJjaHwzfHxGYXNoaW9ufGVufDB8fHx8MTc2NTk3ODg0N3ww&#x26;ixlib=rb-4.1.0&#x26;q=85</a></td><td><a href="/user/sales-app-variants/sales-app/collections.md">Collections</a></td></tr><tr><td><strong>Lookbooks</strong></td><td>Learn how to use, present and customize your digital lookbook.  <br></td><td><a href="https://images.unsplash.com/photo-1515886657613-9f3515b0c78f?crop=entropy&#x26;cs=srgb&#x26;fm=jpg&#x26;ixid=M3wxOTcwMjR8MHwxfHNlYXJjaHwxfHxGYXNoaW9ufGVufDB8fHx8MTc2NTk3ODg0N3ww&#x26;ixlib=rb-4.1.0&#x26;q=85">https://images.unsplash.com/photo-1515886657613-9f3515b0c78f?crop=entropy&#x26;cs=srgb&#x26;fm=jpg&#x26;ixid=M3wxOTcwMjR8MHwxfHNlYXJjaHwxfHxGYXNoaW9ufGVufDB8fHx8MTc2NTk3ODg0N3ww&#x26;ixlib=rb-4.1.0&#x26;q=85</a></td><td><a href="/user/sales-app-variants/sales-app/lookbook.md">Lookbook</a></td></tr><tr><td><strong>Product Detail Page</strong></td><td>Access all product details through the Product Detail Page.<br></td><td><a href="https://images.unsplash.com/photo-1542291026-7eec264c27ff?crop=entropy&#x26;cs=srgb&#x26;fm=jpg&#x26;ixid=M3wxOTcwMjR8MHwxfHNlYXJjaHwzfHxQcm9kdWN0fGVufDB8fHx8MTc2NTk3ODkxNnww&#x26;ixlib=rb-4.1.0&#x26;q=85">https://images.unsplash.com/photo-1542291026-7eec264c27ff?crop=entropy&#x26;cs=srgb&#x26;fm=jpg&#x26;ixid=M3wxOTcwMjR8MHwxfHNlYXJjaHwzfHxQcm9kdWN0fGVufDB8fHx8MTc2NTk3ODkxNnww&#x26;ixlib=rb-4.1.0&#x26;q=85</a></td><td><a href="broken://pages/WZCRgnckOyLKU4NjQoUN">Broken link</a></td></tr><tr><td><strong>Product List Page</strong></td><td>Get an overview of all products in your collection and learn how to customize it. </td><td><a href="https://images.unsplash.com/photo-1560769629-975ec94e6a86?crop=entropy&#x26;cs=srgb&#x26;fm=jpg&#x26;ixid=M3wxOTcwMjR8MHwxfHNlYXJjaHw5fHxQcm9kdWN0c3xlbnwwfHx8fDE3NjU5Nzg5NTV8MA&#x26;ixlib=rb-4.1.0&#x26;q=85">https://images.unsplash.com/photo-1560769629-975ec94e6a86?crop=entropy&#x26;cs=srgb&#x26;fm=jpg&#x26;ixid=M3wxOTcwMjR8MHwxfHNlYXJjaHw5fHxQcm9kdWN0c3xlbnwwfHx8fDE3NjU5Nzg5NTV8MA&#x26;ixlib=rb-4.1.0&#x26;q=85</a></td><td><a href="/user/sales-app-variants/sales-app/collections/product-list.md">Product List</a></td></tr><tr><td><strong>Filtering</strong></td><td>Sort, group, customize and search your collection. </td><td><a href="https://images.unsplash.com/photo-1516382799247-87df95d790b7?crop=entropy&#x26;cs=srgb&#x26;fm=jpg&#x26;ixid=M3wxOTcwMjR8MHwxfHNlYXJjaHwyfHxzZWFyY2h8ZW58MHx8fHwxNzY1OTc5MDA1fDA&#x26;ixlib=rb-4.1.0&#x26;q=85">https://images.unsplash.com/photo-1516382799247-87df95d790b7?crop=entropy&#x26;cs=srgb&#x26;fm=jpg&#x26;ixid=M3wxOTcwMjR8MHwxfHNlYXJjaHwyfHxzZWFyY2h8ZW58MHx8fHwxNzY1OTc5MDA1fDA&#x26;ixlib=rb-4.1.0&#x26;q=85</a></td><td><a href="/user/sales-app-variants/sales-app/collections/filtering.md">Filtering</a></td></tr></tbody></table>

### Customize Assortments&#x20;

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Favorites</strong></td><td>Keep track of your client's preferred items by using the heart icon.  </td><td><a href="https://images.unsplash.com/photo-1603366144298-6c141f036481?crop=entropy&#x26;cs=srgb&#x26;fm=jpg&#x26;ixid=M3wxOTcwMjR8MHwxfHNlYXJjaHwxfHxMaWdodCUyMGdyZWVufGVufDB8fHx8MTc2NTk3OTA0OXww&#x26;ixlib=rb-4.1.0&#x26;q=85">https://images.unsplash.com/photo-1603366144298-6c141f036481?crop=entropy&#x26;cs=srgb&#x26;fm=jpg&#x26;ixid=M3wxOTcwMjR8MHwxfHNlYXJjaHwxfHxMaWdodCUyMGdyZWVufGVufDB8fHx8MTc2NTk3OTA0OXww&#x26;ixlib=rb-4.1.0&#x26;q=85</a></td><td><a href="/user/sales-app-variants/sales-app/collections/product-detail/favorites.md">Favorites</a></td></tr><tr><td><strong>Sticky Notes</strong></td><td>Make all sorts of easily traceable selections in your collection with Sticky Notes. </td><td><a href="https://images.unsplash.com/photo-1602629978879-e7ed887988d1?crop=entropy&#x26;cs=srgb&#x26;fm=jpg&#x26;ixid=M3wxOTcwMjR8MHwxfHNlYXJjaHw3fHxTdGlja3klMjBOb3RlfGVufDB8fHx8MTc2NTk3OTA2MXww&#x26;ixlib=rb-4.1.0&#x26;q=85">https://images.unsplash.com/photo-1602629978879-e7ed887988d1?crop=entropy&#x26;cs=srgb&#x26;fm=jpg&#x26;ixid=M3wxOTcwMjR8MHwxfHNlYXJjaHw3fHxTdGlja3klMjBOb3RlfGVufDB8fHx8MTc2NTk3OTA2MXww&#x26;ixlib=rb-4.1.0&#x26;q=85</a></td><td><a href="/user/sales-app-variants/sales-app/collections/product-detail/sticky-notes.md">Sticky Notes</a></td></tr><tr><td><strong>Line Sheets</strong></td><td>Create a custome shareable product overview. </td><td><a href="https://images.unsplash.com/photo-1596984358985-bf4b2faba9e0?crop=entropy&#x26;cs=srgb&#x26;fm=jpg&#x26;ixid=M3wxOTcwMjR8MHwxfHNlYXJjaHw3fHx0ZWFsfGVufDB8fHx8MTc2NTk3NzQ0MXww&#x26;ixlib=rb-4.1.0&#x26;q=85">https://images.unsplash.com/photo-1596984358985-bf4b2faba9e0?crop=entropy&#x26;cs=srgb&#x26;fm=jpg&#x26;ixid=M3wxOTcwMjR8MHwxfHNlYXJjaHw3fHx0ZWFsfGVufDB8fHx8MTc2NTk3NzQ0MXww&#x26;ixlib=rb-4.1.0&#x26;q=85</a></td><td><a href="/user/sales-app-variants/sales-app/order/order-building/line-sheets.md">Line Sheets</a></td></tr><tr><td><strong>Visual Line Plans</strong></td><td>Drag and drop products to create an in-app set or assortment. </td><td><a href="https://images.unsplash.com/photo-1628965882741-570e75becd5d?crop=entropy&#x26;cs=srgb&#x26;fm=jpg&#x26;ixid=M3wxOTcwMjR8MHwxfHNlYXJjaHwyfHxicm93bnxlbnwwfHx8fDE3NjU5NzkxNDZ8MA&#x26;ixlib=rb-4.1.0&#x26;q=85">https://images.unsplash.com/photo-1628965882741-570e75becd5d?crop=entropy&#x26;cs=srgb&#x26;fm=jpg&#x26;ixid=M3wxOTcwMjR8MHwxfHNlYXJjaHwyfHxicm93bnxlbnwwfHx8fDE3NjU5NzkxNDZ8MA&#x26;ixlib=rb-4.1.0&#x26;q=85</a></td><td><a href="/user/sales-app-variants/sales-app/visual-line-plans.md">Visual Line Plans</a></td></tr></tbody></table>

### Write Orders

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Ordering</strong></td><td>All steps to follow to finalize an order: adding items to cart, quantifying, balancing, analyzing and finally sharing. <br></td><td><a href="https://images.unsplash.com/photo-1596367407372-96cb88503db6?crop=entropy&#x26;cs=srgb&#x26;fm=jpg&#x26;ixid=M3wxOTcwMjR8MHwxfHNlYXJjaHwzfHxXaGl0ZXxlbnwwfHx8fDE3NjU5NzkxODl8MA&#x26;ixlib=rb-4.1.0&#x26;q=85">https://images.unsplash.com/photo-1596367407372-96cb88503db6?crop=entropy&#x26;cs=srgb&#x26;fm=jpg&#x26;ixid=M3wxOTcwMjR8MHwxfHNlYXJjaHwzfHxXaGl0ZXxlbnwwfHx8fDE3NjU5NzkxODl8MA&#x26;ixlib=rb-4.1.0&#x26;q=85</a></td><td><a href="/user/sales-app-variants/sales-app/order/order-building.md">Order Building</a></td></tr><tr><td><strong>Stock and Future Stock</strong></td><td>View real-time stock levels during your ordering process and already order items that will be in stock in the future. </td><td><a href="https://images.unsplash.com/photo-1721937718756-3bfec49f42a2?crop=entropy&#x26;cs=srgb&#x26;fm=jpg&#x26;ixid=M3wxOTcwMjR8MHwxfHNlYXJjaHw0fHxJbnZlbnRvcnl8ZW58MHx8fHwxNzY1OTc5MjMwfDA&#x26;ixlib=rb-4.1.0&#x26;q=85">https://images.unsplash.com/photo-1721937718756-3bfec49f42a2?crop=entropy&#x26;cs=srgb&#x26;fm=jpg&#x26;ixid=M3wxOTcwMjR8MHwxfHNlYXJjaHw0fHxJbnZlbnRvcnl8ZW58MHx8fHwxNzY1OTc5MjMwfDA&#x26;ixlib=rb-4.1.0&#x26;q=85</a></td><td><a href="/user/sales-app-variants/sales-app/order/order-building.md#stock-and-future-stock">Order Building</a></td></tr><tr><td>Pre-packs</td><td>Sell a fixed group of item variations by using Pre-packs. </td><td><a href="https://images.unsplash.com/photo-1749244768351-2726dc23d26c?crop=entropy&#x26;cs=srgb&#x26;fm=jpg&#x26;ixid=M3wxOTcwMjR8MHwxfHNlYXJjaHw2fHxJbnZlbnRvcnl8ZW58MHx8fHwxNzY1OTc5MjMwfDA&#x26;ixlib=rb-4.1.0&#x26;q=85">https://images.unsplash.com/photo-1749244768351-2726dc23d26c?crop=entropy&#x26;cs=srgb&#x26;fm=jpg&#x26;ixid=M3wxOTcwMjR8MHwxfHNlYXJjaHw2fHxJbnZlbnRvcnl8ZW58MHx8fHwxNzY1OTc5MjMwfDA&#x26;ixlib=rb-4.1.0&#x26;q=85</a></td><td><a href="/user/sales-app-variants/sales-app/order/order-building.md#prepacks">Order Building</a></td></tr><tr><td>Multi-Ordering</td><td></td><td></td><td></td></tr></tbody></table>

### Use Data

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Order Analytics</strong></td><td>Check and balance your order backed by order data to see if you have the desired representation of types of items. </td><td><a href="https://images.unsplash.com/photo-1591696205602-2f950c417cb9?crop=entropy&#x26;cs=srgb&#x26;fm=jpg&#x26;ixid=M3wxOTcwMjR8MHwxfHNlYXJjaHw4fHxhbmFseXRpY3N8ZW58MHx8fHwxNzY1OTc5NDMxfDA&#x26;ixlib=rb-4.1.0&#x26;q=85">https://images.unsplash.com/photo-1591696205602-2f950c417cb9?crop=entropy&#x26;cs=srgb&#x26;fm=jpg&#x26;ixid=M3wxOTcwMjR8MHwxfHNlYXJjaHw4fHxhbmFseXRpY3N8ZW58MHx8fHwxNzY1OTc5NDMxfDA&#x26;ixlib=rb-4.1.0&#x26;q=85</a></td><td><a href="/user/sales-app-variants/sales-app/order/order-analytics.md">Order Analytics</a></td></tr><tr><td><strong>Historical Order Data</strong></td><td>Review your order based on data from previous orders made by the same client to discover upsell opportunities. </td><td><a href="https://images.unsplash.com/photo-1526628953301-3e589a6a8b74?crop=entropy&#x26;cs=srgb&#x26;fm=jpg&#x26;ixid=M3wxOTcwMjR8MHwxfHNlYXJjaHw3fHxhbmFseXRpY3N8ZW58MHx8fHwxNzY1OTc5NDMxfDA&#x26;ixlib=rb-4.1.0&#x26;q=85">https://images.unsplash.com/photo-1526628953301-3e589a6a8b74?crop=entropy&#x26;cs=srgb&#x26;fm=jpg&#x26;ixid=M3wxOTcwMjR8MHwxfHNlYXJjaHw3fHxhbmFseXRpY3N8ZW58MHx8fHwxNzY1OTc5NDMxfDA&#x26;ixlib=rb-4.1.0&#x26;q=85</a></td><td><a href="/user/sales-app-variants/sales-app/order/order-reviewing.md#historical-order-data">Order Reviewing</a></td></tr></tbody></table>


---

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