Order Sharing
The Complete Ordering Process
Once a selection of desired items is made, usually by making use of the Favorites feature, the ordering process can start.It includes three main phases:
Each of these phases is explained in a separate chapter. We will get into Order Sharing here.
What Is Order Sharing
Order sharing allows you to export and spread an order beyond the Sales App environment. There are three scenarios:
Sharing a finalized order with your client
Sharing an order proposal with your client or colleague
Export an order into your client's ERP or POS system
Your order can be shared in several formats such as Excel, PDF, Line Sheet or CSV. This way the order can be emailed, stored locally and reviewed by all stakeholders.
Additionally, your order can be exported and shared in A4F format for colleagues / fellow Sales App users, and be directly shared to the ERP or POS of your retailer.
How To Share Your Order
Start from either your Product List Page or Product Detail Page and tap the cart icon on the bottom right corner of your screen. This will take you to your active order.
Tap the sharing icon on the top right of the cart menu, then choose the second option from the drop-down menu: 'Share order'.
Now, a menu will fill your screen giving you all available sharing options. Here you can choose what type of document you would like to export and whether you would like to view, mail or print the export order file.
Simply tap the option of your preference and proceed with the process as suggested in the app.
Sharing Finalized Orders
There are two ways to share a finalized order:
Order Confirmation
The Order Confirmation is the most standard way to share a finalized order with your client. It contains all the details of the order in a compact and branded layout.
This option is offered to you automatically at the very end of the Ordering Process, at Order Validation.
Export Line Sheet
This often-used method generates a Line Sheet PDF file. There are several standard versions available with or without barcodes, prices and SKU numbers.
More information about Line Sheets is found in a separate chapter on this topic.
Read how to export a Line Sheet step by step here.
Sharing An Order Proposal
Often orders are not yet finalized but need to be shared first while still in Draft. For example when you have prepared a custom assortment for your client prior or during a client meeting.
There are three ways you can share your Draft Order Proposal with your client:
Export Order Link
Share orders with clients via a unique shareable order link. This allows you to easily share orders as a draft that can be finalized by the client remotely.
How to share unique shareable order link
Within the cart, click the share icon at the top of the cart, and select 'Share Order'
From the share menu, scrolling all the way to the bottom will show you the 'Export link to this order' option which will mail this to the selected customer.
Export A4F File
In case you want to share an order proposal with a colleague or other Colect Sales App user, you can use the A4F export format. This format can easily be imported by other Sales App users.
Start from your preferred Draft, tap the 'share icon' in the top right corner.
Then tap 'Share order'.
The document type options form will fill your screen. Scroll all the way down until you see 'Generate A4F export file', the very last option in the list.
Tap 'MAIL' and simply send the file via your own mail client.
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