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:

1. Order Building

2. Order Reviewing

3. Order Sharing

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 Brand Portal environment. There are four scenarios:

• Sharing a finalized order as a sales rep

• Sharing a finalized order as a retailer (coming soon)

• Sharing a draft order as a sales rep

• Sharing a draft order as a retailer (coming soon)

Finalized orders can be exported in different types of formats: PDF, Excel and ZIP.

Draft orders can be exported as PDF to your computer.

How To Share A Finalized Order - Sales Rep

Start from any page by clicking the pawn or account icon in the top right corner.

Accessing the Account Menu

The side menu for your account will appear, containing the option to go to finalized orders by choosing 'ORDER OVERVIEW'.

Choose ORDER OVERVIEW for finalized orders

Clicking 'ORDER OVERVIEW' will take you to an overview page containing all your finalized orders.

Order overview

If you have the Order Center Module, the order will automatically be opened there once you click 'OPEN'.

The Order Center Module is an add-on for the Brand Portal which can be purchased. Contact [email protected] for more information.

Opening finalized order to Order Center

Here you will see the contents and details of the order. Right above the overview, there is the option to export the order. Click 'EXPORT' to do so.

Export from the Order Center order overview

An elaborate menu will appear, offering you many exporting options.

Export options in the Order Center

The menu is devided into:

• Confirmations

• Line Sheets

• Exports

• Media

Within these options there are several variations, for instance branded or default. The final option under 'MEDIA' creates a ZIP file containing a full media package with all available content for the items in your order.

Whichever option and variation you choose, it will be automatically downloaded and saved to your computer.

From there on, you can share the order via email, message, AirDrop, WhatsApp or whichever other method you prefer.

Sharing A Draft Order - Sales Rep

Start from any page by clicking the pawn or account icon in the top right corner.

Accessing the Account Menu

The side menu for your account will appear, containing the option to go to draft orders by choosing 'SAVED DRAFTS'.

Choose SAVED DRAFTS for draft orders

This will take you to the overview of all your saved drafts. In order to share one, click the PDF icon for the draft order of your choice.

Click PDF to export draft

Once you do so, the PDF containing your draft order will be downloaded and saved to your computer.

From there on, you can share it via email, message, AirDrop, WhatsApp or whichever method you prefer.