# Visual Line Plans

## What Are Visual Line Plans

Visual Line Plans allow sales reps and sales support to visually compose specific **product selections** based on (color) themes, drops, or product categories. It's a live document in the app in which you can drag and drop items to create an **assortment** or **set**. 

Visual Line Plans can be **shared** with clients before, during or after sales meetings. They can also be used to create a visual overview of how to merchandize the selected products in stores. 

## How To Create A Visual Line Plan

Go to the home screen of your Sales App and tap '**Line Plan**' in the lower menu.

![Creating A Visual Line Plan](/files/8y3RlX7W6YYi9nc1qPAj)

A new Visual Line Plan will be opened, giving you the opportunity to create a new set by dragging the items shown in the left side bar to the white canvas. 

![New Visual Line Plan](/files/VReEiRjHTSQTcfZlbMcF)

The icons in red beneath the white canvas allow you to:

![](/files/FAe7ngzAjAqyqn1WuFYs) Export (export formats: Image and PDF (from march release 2023) 

![](/files/EZbDlPyt1CIVRikz6JvG) Add or remove product information

![](/files/kOYFMJaQi0CH1HLGSNKr) Delete the entire Visual Line Plan

![](/files/2Ars9UexWOZFKX0KtlGK) Create a new set 

![](/files/xc7BxwzenC0bTSvLASC1) Include notes 

![](/files/P1YFipM03mxISwsI7Ed7) Add the entire contents of the Visual Line Plan to your cart 

## Saving A Visual Line Plan As Set 

Once you have created your Visual Line Plan, you can save it as a Set. This way, your Visual Line Plan can be easily found in the app to use later on.  

Tap the top bar that reads '**New Set**' and rename it.

![Renaming Visual Line Plan to save as Set](/files/QrLpESyr90a179QzZv6k)

You can retrieve your saved Set by tapping the red arrow in the top right corner and then tapping the set itself in the list that unfolds

![Retrieve saved Sets](/files/u9KFKWeklKhcfCFM44jY)

Now, you can move all items straight to your cart by tapping the **cart icon** and use them as an **active order.** 

{% hint style="info" %}
Unlike Line Sheets, Visual Line Plans cannot be exported as or Excel. They can only be used as a live document or Set to move to cart.
{% endhint %}


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