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

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

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

Export (export formats: Image and PDF (from march release 2023)

Add or remove product information

Delete the entire Visual Line Plan

Create a new set

Include notes

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

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

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

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.