Learn how to use Colect sales tools to elevate your B2B wholesale experience. This documentation focuses on using Colect as a sales rep or retailer and covers everything from using the iPad Sales App and web Brand Portal, to the Hybrid Showroom.

Colect's Products

Welcome to Colect. Our digital wholesale tools will help you to sell more, more easily. Start working smarter and more efficiently with the Colect platform.

• Impress clients and increase sales with virtual storytelling, digital product presentation, convenient order flows, and smart analytics.

• Make pre- and reordering easy for your clients. Brand Portal supports self-service and remote sales anywhere, anytime.

• A hybrid multi-screen experience that offers the best of both worlds: digital sales optimized to remain tailored and personal.

Additional Resources

• Keep track of all feature updates by checking out our changelog.

• Need some assistance? Please reach out to the company administrator of your brand.

What Are Line Sheets

Working in fashion you are most likely familiar with line sheets. To be conclusive, here is a short definition: a line sheet is an overview of product images, product IDs, descriptions, color and size options and wholesale prices, used by brands and designers to present their products to wholesale buyers.

In the Sales App, there is a digital form of line sheets available that can be created based on the orders made in your app. These line sheets can be exported to either PDF or Excel.

The purpose of these digital line sheets is providing your clients with an overview of:

Staying Up To Date

To ensure the content of your Sales App is up to date, the Sales App automatically reloads on a daily basis. When reloading, the app automatically checks for new products and changes in stock numbers.

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

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.

At the heart of the Sales App you find Lookbook: highly visual digital versions of your traditional lookbook with compelling sales content, created to make your collection speak for itself.

Setup & Installation

• Read how to install the app, register or log in, and get going.

Present Collections

• Find all your collections, synchronize and download the contents and get ready to launch.

• Learn how to use, present and customize your digital lookbook.

• Access all product details through the Product Detail Page.

Customize Assortments

• Keep track of your client's preferred items by using the heart icon.

• Make all sorts of easily traceable selections in your collection with Sticky Notes.

• Create a custom shareable product overview.

Write Orders

• All steps to follow to finalize an order: adding items to cart, quantifying, balancing, analyzing and finally sharing.

• View real-time stock levels during your ordering process and already order items that will be in stock in the future.

• Sell a fixed group of item variations by using Pre-packs.

Use Data

• Check and balance your order backed by order data to see if you have the desired representation of types of items.

• Review your order based on data from previous orders made by the same client to discover upsell opportunities.

How To Go To A Product Detail Page

A Product Detail Page appears as soon as you tap an item from either a Lookbook page, or a Product List Page.

What Is A Product Detail Page

The Product Detail Page is the page that shows you all available details of an item, such as product name, product number, color options, prices, sizes, fabric, material etc.

It's the page that usually precedes adding an item to your order.

Under 'More details' more product information is found such as washing and care instructions, delivery information, color codes, model or theme.

Matching-Set

On the PDP, there is an option where you can view articles that are matching with this product. In here, you can quickly add articles to your cart that match the article. To set this up, please see the following .

What Is Lookbook

Lookbook is the digital presentation of your collection. It contains all items, model photography, video content, product photography, product variations, sizes and/or dimensions.

Digital lookbooks allow you to showcase and sell your collection to your clients without needing physical samples of all items.

How To Start Lookbook

Start from the home screen of the Sales App.

Select the collection you wish to work with from the top menu bar.

Tap ‘Lookbook’ in the lower control bar of the Sales App home screen.

The lookbook belonging to the collection of your choice will now open.

Showcasing Your Collection

Lookbook is the digital version of your collection catalogue, created to showcase and sell your collection and convey your brand story.

Chapters In Lookbook

Every lookbook consists of different chapters. You can either go through all chapters consecutively, or create your own specific order and only showcase specific parts of the collection.

Presenting A Lookbook Chapter

Start by by tapping ‘Lookbook’ in the lower control bar of the Sales App home screen.

Then tap ‘Choose Group’ on the bottom left and select the chapter of your choice. Tap ‘All’ to present all sub chapters subsequently.

You’re ready to start your presentation.

Key Looks

Key Looks are groups of items that work well together and stimulate your client to purchase all items displayed.

If you tap the Key Look in Lookbook, a side menu will appear showing all individual items of this look.

While presenting a Key Look in Lookbook, you can mark your client's by tapping the heart icon in the side bar with the individual items.

The selected favorites can be and used later on in the sales process during assortment building.

Optionally, if your client wants to add an item to their order right away, you can tap the shopping cart icon.

A pop-up order grid appears where you can choose the desired color, sizes and number of the items before adding them to your order.

BLOG Post

Check out our blog post for more details and inspiration:

For you to have an enhanced order writing experience, we have over the ability to place a multi-customer order that can be sent to multiple doors for customers with numerous shipping locations 📍. These locations will be shown when selecting the Groups button and selectable based on the shipping locations' availability.

Multi-door ordering enhances efficiency and helps speed up the order process for Sales Agents.

Grouping

The app consolidates customers (sold-to) and delivery addresses (ship-to) into a single list, allowing users to select customers within a specific group. Other groups are blocked or greyed out.

1. Grouping is based on conditions, ensuring sold-to and ship-to entities share the same conditions for accurate order processing. Conditions include:

   • Custom choices

   • Agreements (discount groups & margin groups)

   • Product access rules

Example Overview:

1. Users select a group (on group level) or per line and add them to the ordering queue. Configuration settings require specific actions before placing an order in the queue. If the settings are turned off, they won’t apply.

   • Each order must be individually signed.

   • General terms acceptance is mandatory.

   • All other header-level fields must be addressed for each order.

Automated order confirmations are sent when orders are added to the queue when configured a SMTP address in the back-end (back-end sends email) or order confirmations need to be sent afterwards via a email icon (or similar) in placed orders see

1. Error Management

Orders generated through the multi-door functionality are added to the order , ensuring a systematic order processing workflow. The faulty orders are in the orders section, and need to be corrected starting in this section

Once navigated to the lookbook on the iPad the single screen will transition to the first lookbook page.

From here you can either select a pre defined group or continue with the default present content.

The single screen can be controlled in multiple ways.

• Swipe through the lookbook by swiping on the iPad

• Click the page navigation at the bottom of the lookbook

• Click the next page on the edge of the iPad screen (for portrait lookbooks)

Related lookbook Items

When a lookbook page consists of related/linked items, they can be presented by clicking the lookbook page on the iPad screen.

Favoriting

Once you press the heart icon on the iPad a visual inidcation will play on the Single Screen to indicate this item has been added to the favorites.

Order Grid

Clicking the Cart icon will present the order grid both on the iPad and the Single Screen, to make order building intuative and cooperative between sales agent and client.

Pre Pack

It is also possible to expand the pre packs for better order building experience.

What Is Filtering

Filtering will help you to sort, group, customize and search your collection.

You can access filtering options from any page within your collection by tapping the Filter icon in the lower grey bar.

How To Filter

As you tap the Filter icon in the grey lower bar, a pop up menu will appear, showing you all filtering options. If you scroll down, there are more options to discover.

Tap the options (e.g. 'Brand') to customize and choose which switches you wish to enable or disable by tapping them (e.g. 'Show in-stock only').

Multiple Filters

With multiple filters you can build a specific item lists based on multiple product characteristics such as color, stock availability, drop and sustainability.

Creating multiple filters helps to easily jump from a into multiple product categories. You can mix and match filters to create personalized offers and potentially cross and upsell.

Adding Filtering Options

Go to the back-end of your Sales App and follow the instructions in the chapter.

On newer iOS versions, Stage Manager can interfere with opening the tab definitions. To prevent this issue, use one of the two methods below to disable Stage Manager.

Method 1: Open Control Center

Swipe down from the top-right corner of your iPad screen.

Tap the Stage Manager icon (a rectangle overlapping another).

Method 2: Disable Stage Manager via Settings

Go to Settings > Multitasking & Gestures > select 'Off' under Multitasking.

Installation

What Are Sticky Notes

Similar to the feature, Sticky Notes can be used to mark items. However, Sticky Notes allow you to differentiate that selection by assigning it to a specific client or client group (e.g. boutiques, department stores, etc.).

Sticky Notes and can be used to prepare custom selections in advance, prior to your client meeting. During your meeting, the feature can be used to build the customer selection, together with the client.

By focussing on the differences between the Sales Preparation and Favorites, the ideal Client Selection can be built.

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.

What Are Custom Lookbooks

Custom Lookbooks are custom selections you can create within Lookbook using the Bookmark functionality. In this chapter you will learn how to do so.

Creating A Custom Selection

What Is A Product List Page

The Product List Page is the overview of items in a collection. This overview page can be altered or customized by using and contains the option to specific items or add to cart directly.

Why Downloading Images Is Necessary

When you first start using the Sales App and all , the product images need to be downloaded manually to make sure all images are included and all collections are up to date.

What Is Budgeting

The Budgeting feature allows you to keep track of your own sales targets and those of your colleagues. The insightful overview of all these targets will show you directly which targets have already been hit and those still to be reached.

Lookbook Images(Portrait)

Resolution: 2160px / 3840px

Format: jpg or .png

Advised Max. Filesize: 4Mb

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 live with the client during the selling journey. They can also be used to create a visual overview of how to merchandize the selected products in stores.

The Single Screen allows the sales-rep to analyze the current cart order together with your client.

Once the sales-rep scrolls the cart down to the order statistics, the Single screen will update and in real time reflect the filters applied in the order statistics.

Creating And Storing

How to create templates.

Fetching

The first step is quantifying. Start from the of the item you wish to order. You can learn more about the .

The Single Screen is optimized to show as much content as possible, and at the same time ensure both the sales agent and his client.

This goes for both grouped categoriziation (See below screenshot).

This section highlights the frequently asked questions regarding the Sales App, Brand Portal & Hybrid showroom.

With the users can easily import assortment lists from a text-only format (e.g. Excel, or order sheet) by simply copy pasting them.

A guide for admin users to get started with the Digital Showroom:

The Single Screen has been optimized to show as much import information as possible, using the screen to its maximum extend to display as many products as possible.

The Single Screen will ensure that all available images and videos are automatically rotated on the screen.

The left side view will cycle through the additional content of the product and the right side view will always show the primary image.

if you click on an image in the Sales App, it will show that item on the right hand side image on the single screen

In case there are no additional images available, only the primary image will be shown.

With the Order Import tool in the Sales App users can easily import assortment lists from a text-only format (e.g. Excel, or order sheet) by simply copy pasting them.

This elaborate guide will show you how to work with the Colect Brand Portal.

What Is The Brand Portal

Brand Portal is an online B2B store that supports self-service and remote sales that can be accessed anywhere, any time. It is mainly used by retailers for self-serviced pre- and reordering but can also be used by sales reps for pre- and reordering together with the retailer.

Setup & Log In

• Learn how to access the Brand Portal, create an account or log in, select a client and launch collections or lookbooks.

View Collections

• Read all about accessing and navigating the digital version of your lookbook.

• The overview of all items in a collection. Learn how to customize it by using , save items you like by using , or have a closer look by clicking an item which will lead you to the .

• All available details of an item at first glance. See the available sizes, color and fabric variations and versions of an item, learn more about delivery options, availability and add the item to your cart.

Write Orders

• Learn how to add items to your cart and get them in the right quantities, variations and delivery windows.

• Take a second or last look at the contents of your cart and make changes where and if needed.

• See what steps you can take to export and share your orders in different formats and file types.

Empower Your Collection With Video

Quality content helps to sell your collection, that is why Lookbook is highly visual. Besides attractive model photography and detailed product photography, video can be a great way to enrich your collection.

In this chapter you will learn how to add and display video content in Lookbook.

Play Videos In Lookbook

Front-End

Start from the home screen of your Sales App.

Select the collection of your choice from the top bar by tapping it. Browse through the looks.

If a look has video content attached to it, you will see a play icon in the top right corner of the image.

Tap the play icon, the video will be displayed.

Order queueing can be utilized for pre-order collections that do not use stock.

Orders are not sent immediately; instead, they are placed in a queue and sent asynchronously. This allows users to continue using the sales app without waiting for the order transmission to complete.

Upon completion of the queue, a notification will appear to indicate that the process is finished.

Based on the collection settings, a new Queue mailer may be triggered, enabling users to send order confirmations to customers.

The "SENT" tab in the cart is divided into two sections:

1. Queued Orders: This section displays all your orders that are queued and ready to be sent. An envelope icon is used to indicate the status of each queued order. For a detailed explanation of the status icons, please refer to the icon section below.

2. Sent Orders: This section contains orders that have been successfully sent and processed.

Removing an order from the Queue

While the queue is active, all orders except for the topmost one can be removed by swiping from right to left and tapping on "Cancel and make draft." This action allows you to manage the queue effectively without interrupting the processing of the foremost order. The selected order will be taken out of the Queue and places in the "Draft" section.

Queue mailer

Once the queue is complete and the collection settings require it, a Queue Mailer dialog will appear on the iPad. This allows you to select a customer to whom you want to send an order confirmation using the default device mail client.

Queue interruptions

When the queue encounters an issue processing an order for any reason, such as a failed integrity check or a custom error, it will halt, and the user will be notified.

The associated icon will change to a hand symbol.

To resume the queue, the user must press this icon, after which the queue will continue processing.

Queue icon statuses

What Are Downloads

In Downloads you can find all downloadable assets related to a certain collection. Depending on the collection, here you can find stylebooks, collection videos, brand videos, product videos, model photography, product images, manuals and/or marketing materials.

How To Find Downloads

From any page in the Brand Portal you can access the My Account menu by clicking the pawn / account icon in the top right corner of your screen.

As soon as you do so, the My Account menu will appear.

Choose the sixth option from the list: 'DOWNLOADS' by clicking it.

This will take you to the Download overview page.

Here you will see all available downloadable assets. Click them to view or save.

What Is Welcome Mode

Welcome Mode helps your clients to feel right at home in the Digital Showroom. It’s a personalized setting that displays your client’s name on all screens when they enter the showroom.

How To Start Welcome Mode

Once the Showroom is selected from the iPad the weclome mode is triggered. Displaying rotating collection images + an overlay with your client’s name on all three large screens.

The fixed iPad screens on the table will both display the brand logo.

What Are Collections

Collections are grouped items that have been included in a visual presentation. Collections can be created per drop, season, gender, location, market or theme.

Creating or adding collections can be done in the back-end of the Sales App. The back-end is the technical part of the app which is only available for the administrator(s). Different users may have different access rights to collections.

How To Open A Collection

All available collections in the Sales App are visible in the top menu bar on your home screen. Every collection has a name and a main image. If you swipe through the top menu bar, you can select your desired collection by tapping it.

If you wish to exit a collection, simply tap the house icon in the grey lower bar.

Introduction

The available discounts are determined based on the discount group assigned to the selected customer. This provides greater flexibility in managing multiple promotions and ensures users can choose the most beneficial discount for each product.

Product List Page

Multi-promotions also influence the product list page by dynamically displaying banners associated with specific discount groups, ensuring that relevant promotions are highlighted for users. Additionally, a dedicated filter is available, allowing customers to refine their search based on these discount groups, making it easier to find products with applicable promotions.

Product Detail Page

On the product detail page, a discount banner is now available. When clicked, it displays the following details related to the product's discount:

• Discount Percentage: The percentage of discount available for the product.

• Start Date: The date when the discount becomes active.

• End Date: The date when the discount expires.

• Minimum Order Quantity: If applicable, the minimum number of items required to apply the discount.

This feature provides customers with all the necessary discount-related information directly on the product page.

Cart

When a customer has available discount groups, a dropdown menu will be displayed on each order line. This dropdown allows the user to select and enable a promotion for the corresponding article.

• Available Promotions: If the article is eligible for any promotions, these will be listed in the dropdown for the user to select.

• No Available Promotions: If no promotions are applicable to the article, the dropdown will either be empty or hidden entirely, indicating that no promotions are available for the selected item.

This feature allows customers to easily apply promotions to specific items in their order based on eligibility.

What Is A Product Detail Page

The Product Detail Page is the page that shows you all available details of an item, such as product name, product number, color options, prices, sizes, fabric, material etc.

It's the page that usually precedes adding an item to your order.

How To Go To A Product Detail Page

A Product Detail Page appears as soon as you tap an item from either a Lookbook page, or a .

The Single Screen has been optimized to show as much import information as possible, using the screen to its maximum extend to display as many products as possible. With intuitive scrolling functionality we ensure that both the sales agent and the client will always be able to see the same products displayed on the screen compared to the iPad.

Favoriting

Once you press the heart icon on the iPad a visual inidcation will play on the Single Screen to indicate this item has been added to the favorites.

Labels and Sticky Notes

There's also a visual indicator for Sticky Notes and Labels present on the Single Screen like on the iPad.

Three-Screen Video Playback Instructions

To play a video across three screens, follow these steps:

1. Ensure that the video is uploaded to the document section of the application using the backend.

2. In the Sales application, open the digital showroom menu and navigate to the video section at the bottom of the menu.

3. Select the desired video from the list.
4. This will trigger the AppleTV to slice and buffer the video. Note that this process occurs only once per video.

5. Once the slicing and buffering process is complete, select the video again to start playback.

Launching And Loggin In

To start using the Brand Portal, no installation is required whatsoever. Simply start by opening your browser and typing the URL:

b2b.colect.io

This will take you to the login page.

Here you are required to enter your user name (email address) and password and then click 'LOG IN'.

If you're using the Brand Portal for the first time, you can click 'REGISTER ACCOUNT' on the bottom right. Here you can create a user name and password and then log in.

Client Selection

The next screen that will appear is the one where you can select a client. If you are the client and you're operating self-serviced, simply click the downward arrow in the menu and select your name from the list.

If you are a sales representative ordering on behalf of a client, select the client you're working for.

As a sales rep, the clients you have access to are automatically linked to your acount. Click the downward arrow in the menu and select your client from the list.

Then tap 'CONTINUE WITH' in the black bar underneath the menu.

Navigating The Brand Portal

Once you are registered and logged in, you will be directed to the home page of the Brand Portal.

Here you will find all the collections and lookbooks you have access to.

When you’re all done and your clients have left, you can manually disconnect your handheld iPad from the Digital Showroom.

Tap ‘Showroom’ in the lower control bar of the Sales App home screen. The Digital Showroom menu will pop up with your current connected showroom.

Continue by tapping the "Disconnect" button in the top left corner of the Digital Showroom pop-up menu.

If you don’t manually disconnect, the system will disconnect your handheld iPad automatically after 15 minutes of inactivity.

What Are Favorites

While browsing a collection in the Brand Portal, you can use the Favorites feature to keep track of items you love. This makes it easy to retrieve them and add those items to your cart later on.

If you're a sales rep using the Brand Portal on behalf of a client, you can use the Favorites feature to compare your client's selection with your own previously prepared selection.

How To Mark Items As Favorites

Each item in your collection comes with a heart icon, click it to mark it as a Favorite.

Marking items as favorites can be done from the :

Or from the :

Where To Find Favorited Items

Retrieving items that have been marked as favorites can be done by tapping the heart icon in the top right menu. This menu is always visible in the top right corner of your screen, regardless of what page you are on.

Once you click the heart icon, you will see an overview of all the items you have favorited.

Adding Favorites To Cart

Once you have reevaluated your favorited items, you can add them to your cart all at once by tapping the 'ADD TO CART' button on the top right corner of the page.

What Are Favorites

During assortment building or presenting your collection, you can use the Favorites feature to keep track of your client's favorite items. This makes it easy to see what they like and later on add those items to the cart, or to compare their selection with your own previously prepared selection.

How To Mark Items As Favorites

Each item in your collection comes with a heart icon, tap it to mark it as a Favorite.

This can be done in the :

Or in the :

Where To Find Favorited Items

Retrieving items that have been marked as Favorites, can be done by tapping the Filtering icon in the grey lower bar.

A pop up menu will appear, allowing you to choose 'Show only favorites' or 'Always show favorites'.

What is the Single Screen

The Single Screen is designed to visualize your virtual storytelling and order building. It is made to increase sales and impress clients, facilitating a smooth order intake process with enabling data driven sales to guide your client towards their ideal order.

At the heart of the Sales App you find Lookbook: highly visual digital versions of your traditional lookbook with compelling sales content, created to make your collection speak for itself.

Setup & installation

• Read how to set-up the Single Screen and get started with your story telling journey.

Present Collections

• The start of your story telling journy.

• Learn how to use and present your digital lookbook.

• Get an overview of all products in your collection.

• Access all product details through the Product Detail Page.

Customize Assortments

• Drag and drop products to create an in-app set or assortment.

Write Orders

• Grouping, Reviewing, Finalizing.

• Check and balance your order backed by order data to see if you have the desired representation of types of items.

To access Order Analytics, click the icon in the cart. This opens the Order Analytics overview. You can find it in the top most navigation bar in the cart. You can close the Order Anlalytics overview by swiping from top to bottom.

Order Analytics

Selecting Orders

In the overview, you can choose from drafts or sent orders on the left. Once an order is selected it will be markes as "grey" and the details are added to the Order Analytics overview.

Adding Active Order

To include your active cart, flip the switch on the top left. Note: The active cart will always be the topmost order.

Full Screen Mode

By tapping the button in the top header you can show and hide the order selection overview. This will result in a fullscreen overview of the selected orders.

By useing the Filter and Grouping logic it is possible to customize the overview.

Grouping

This option will open-up the grouping logic and changes the sorting in the Order Analytics overview. Grouping: By default the orderlines are grouped by Delivery Window. Pre-packs: This options will unpack all the prepacks in the orders

Display: By Default this is set to "Collection Description". This option can be changed to Season, Color, Category or Style Prices: By default this is set to "Net Wholesale". This option can be chaged to Gross Wholesale or Retail

Filtering

This option allows for filtering the overview.

You can show/hide specific collumns that you selected in the Grouping Display feature.

Exporting

You can export the entire overview to a PDF or use the Send via Email option to attach the PDF to an email.

Once you're connected to the Single Screen you will be greeted with the Welcome Screen.

This consists of the collection image, collection name and (if already selected) your chosen customer name.

From here you can start your story telling journey by either going to the Lookbook or Product List Page.

A MFA Authentication can fail for a variety of reasons. Below are some of the errors which will be displayed in the app

When Touch ID or Face ID are not available on the iPad, the following message will be shown.

TouchID/FaceID Not available

Your company has MFA turned on. TouchID or FaceID is required to access the SalesApp and collections. Please use an iPad that supports this feature

It is then not possible for the agent to continue to use the application. The only possible solution is for the agent to use a newer version of iPad which supports Touch ID or Face ID.

Authentication Failed - Biometrics not Enabled

If an agent has turned off his TouchID/FaceID the following error message will be shown.

Authentication Failed

Biometrics must be enabled to access the SalesApp. Please enable this in settings

The agent can continue using the application by turning on Touch ID or Face ID in the iPad settings. If the agent does not turn on Touch ID or Face ID, it is not possible for the agent to continue to use the application.

If the agent fails to authenticate the MFA, the following message will be shown.

Authentication Failed

Your authentication failed, Please Try again

The agent can retry the authentication to continue to use the application. If the agent keeps fails to authenticate, it is not possible for the agent to continue to use the application.

The Single Screen has been optimized to show as much import information as possible, using the screen to its maximum extend to display as many products as possible.

The Single Screen will ensure that all available images and videos are automatically rotated on the screen.

The left side view will cycle through the additional content of the product and the right side view will always show the primary image.

if you click on an image in the Sales App, it will show that item on the right hand side image on the single screen

In case there are no additional images available, only the primary image will be shown.

Minimum Requirements

We support the following iPad models and generations based on chip performance and OS compatibility:

What is the Single Screen

The Single Screen is designed to visualize your virtual storytelling and order building. It is made to increase sales and impress clients, facilitating a smooth order intake process with enabling data driven sales to guide your client towards their ideal order.

At the heart of the Sales App you find Lookbook: highly visual digital versions of your traditional lookbook with compelling sales content, created to make your collection speak for itself.

Once you're connected to the Single Screen you will be greeted with the Welcome Screen.

This consists of the collection image, collection name and (if already selected) your chosen customer name.

From here you can start your story telling journey by either going to the Lookbook or Product List Page.

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 live with the client during the selling journey. They can also be used to create a visual overview of how to merchandize the selected products in stores.

The first step is quantifying. Start from the Product Detail Page of the item you wish to order. You can learn more about the Order Building Process in our User Documentation.

The Single Screen is optimized to show as much content as possible, and at the same time ensure both the sales agent and his client.

This goes for both grouped categoriziation (See below screenshot).

In the below overview the available languages per product are mentioned.

What Is Broadcast Screen

The Broadcast Screen functionality allows you to conduct remote sales meetings via Google Meet, Zoom or Microsoft Teams.

How To Broadcast Your Sales App Screen

Start from the home screen of your Sales App.

In the lower menu bar at the bottom of your screen, you will see the option 'Broadcast Screen'. Tap it.

A pop-up window will appear giving you the option to select the service of your choice (e.g. Zoom, Meet, Microsoft Teams etc.).

Tap the service you wish to use. Your screen will now automatically be broadcasted.

This elaborate guide will show you how to work with the Colect Hybrid Showroom.

What Is The Hybrid Showroom

Hybrid Showroom is a digital tool to showcase collections in a compelling way. It contains a preset of optimized configurations (Welcome Mode, Storytelling Mode & Selling Mode) to help you guide your client towards their ideal order: a perfect mix between sales input and client wishes.

The Single Screen has been optimized to show as much import information as possible, using the screen to its maximum extend to display as many products as possible. With intuitive scrolling functionality we ensure that both the sales agent and the client will always be able to see the same products displayed on the screen compared to the iPad.

Favoriting

Once you press the heart icon on the iPad a visual inidcation will play on the Single Screen to indicate this item has been added to the favorites.

What Can Be Exported

• Sticky Notes The following details of each sticky note are exported (if filled in):

  • Color

  • Description

Setup

The Hybrid Showroom setup consists of:

• 3 large portrait-oriented screens on the wall

Connecting the App with the Apple TV

Once the above two steps are taken we can continue and connect the sales app with our Apple TV.

What Are Settings

The Settings of your Brand Portal allow you to adjust all relevant information and configurations regarding your account. You can edit your as client information, location and price settings, but also adjust your personal settings such as user name and password.

Before you start

1) Make sure you have for each TV a remote control at your disposal 2) Make sure you have Document 2 | Names per showroom screen ready (see mail admin) 3) Make sure you have carefully red the instructions of your contact person 4) Make sure the TV's are switched on

When you have everything ready go to step 1

What Are Documents

The Documents section of the Sales App allows you to add, consult or share numerous types of documents such as forms, files, presentations, videos or images. This content can be added in the by your Administrator.

The Single Screen allows the sales-rep to analyze the current cart order together with your client.

Once the sales-rep scrolls the cart down to the order statistics, the Single screen will update and in real time reflect the filters applied in the order statistics.

What Is A Product List Page

The Product List Page is the overview of items in a collection. This overview page can be altered or customized by using and contains the option to specific items or add them to your cart directly.

Below is an explanation of how Margin Groups and Discount Groups work in the system:

Margin Groups

When a customer is assigned to a margin group, Colect calculates the wholesale price based on the retail price (RRP) using the specified margin factor. The current wholesale price in the price element is ignored for these customers.

Important: A retail price must be provided for all margin-based customers. If all customers use margin-based pricing, you do not need to include a wholesale price in the product data — Colect will calculate it automatically based on the RRP and margin.

Margin + Discount

If a customer is assigned to both a margin group and a discount group, the system:

1. Calculates the wholesale price using the RRP and the margin factor.

2. Applies the discount percentage to the calculated wholesale price.

Example Customer: 11003114 (Margin Group 2.7)

• RRP: €119.95

• Wholesale: €119.95 ÷ 2.7 ≈ €44.43

• Discount (30%): €44.43 × 0.70 ≈ €31.10

Discount Only

If a customer is not in a margin group, Colect uses the provided wholesale price and applies the discount directly.

Example Customer: 11001806 (Discount Group Only)

• Wholesale: €46.10

• Discount (30%): €46.10 × 0.70 = €32.27

Customer information Overview

Once navigating to the customer information section you will be presented with a list of all the customers for this collection.

The map will show a overview of the customers physical location. Pin's are combined when multiple locations are close to each other. You can zoom into the map to see each location in detail.

Customer information Details

Once a customer has been selected, a detailed overview will show with all the information of this customer. When a pin is available for the customer, the map will automaticly zoom in to give you a overview of the physical location.

The customer can have multiple shipping locations. When selecting the "Ship to" you're able to see an overview of all known shipping locations.

available customer information

Routing & planning

Want to visit the customer? the app also allows you to plan a route. Select the pin of the customer and tap the info icon (i). From here you can set a calculate a route to the customer. see the distance and estimate travel time.

What Is Import Order Tool

The Import Order Tool allows to import items from a text-only format (e.g. Excel, or order sheet) by simply copy pasting them, resulting in an actual digital order with images, prices and product numbers.

How To Import An Order

Start from the home screen of the Sales App. If you scroll the lower main menu bar towards the right, there is a button named 'Import Order', tap it.

As the screen that opens already explains: you can copy and past items from your original text file, for instance Excel, and paste them into the large grey field that says 'Bulk import'.

Please note the instructions and make sure to only paste entries that follow one of these formats:

Once you have pasted your entry or entries according to the instructions, tap 'Process Text'

The system will generate the item and ask you to verify that you wish to add it to your order. If that is the case, tap 'Add all'.

Now the item or items will be added to your order by importing them into your cart. This pop up will verify the process, you can tap 'OK' and head to your cart to view the order, modify it or confirm it.

What Is Filtering

Filtering will help you to sort, group, customize and search your collection, making it easier to find the specific items you're looking for.

How To Filter

Filtering can be done from the .

Using The Side Menu

On the left side of your Product List Page, you will find a filtering menu.

As briefly explained in the sub chapter , there are seven filtering options available:

• Gender

• Categories

• Season

• Color

When clicking one of the filtering options, a drop-down menu appears offering you the choice between the sub categories. Once you click a sub category, the Product List Page will change to your selection.

Using The Top Menu Options

Alternatively or additionally, you could use the gender filtering options on the top menu at the Product List Page, offering you the option to quickly change your Product List Page from 'Men' to 'Women' and vice versa.

Generate Filter Link

If you've made a particular filter selection that you wish to share, you can easily do so by clicking 'GENERATE FILTER LINK' right above the side menu.

A pop-up menu will appear, offering you the option to directly copy the link leading to your filter configuration to your clipboard so you can share it with others.

• I can’t connect to the Digital Showroom with my handheld iPad, what to do?

  Check if you’re connected to the correct WiFi network (do not use mobile internet or the guest network).

  Check if you are trying to connect to the correct Digital Showroom (the Digital Showroom number (e.g. DS1) followed by your country code (e.g. NLD) and location (e.g. MUN))

  Tap the airplane mode button on the iPad. Turn it on and off. This resets the network protocol name list and allows you to connect instantly.

• I still can’t connect with the Digital Showroom, what to do next? 


  Restart the Sales App on your handheld iPad, this often fixes the problem. If restarting the app does not work, please contact IT Support (if available).

• One of the Digital Showroom screens is not working or is not displaying “ready to connect”, what to do? 


  Please contact IT Support (if available), they can remotely reset the screen.

• There is no sound when the video plays, what to do?

  If there is a soundbar underneath the middle screen, it should permanently be switched on whenever the Digital Showroom is in use. If this is not the case, please contact IT Support (if available), they can switch it on for you.

• My images/videos are not updating and remain to show the old version? There are some cases where the content of the apple TV might not update correctly to the latest version. In this case we advice you to first clear the cache of the digital showroom to see if that resolves the problem. 1. On the Apple TV remote, press the Play/Pause button 2. The information screen of the Digital Showroom will open, next select "Clear Cache" 3. After selecting "Clear Cache" you will be promoted with a confirmation, select "Delete" 4. You've successfully cleared the cache, all images and videos will be redownloaded once their respected screen have been opened.

Once navigated to the lookbook on the iPad the single screen will transition to the first lookbook page.

From here you can either select a pre defined group or continue with the default present content.

The single screen can be controlled in multiple ways.

• Swipe through the lookbook by swiping on the iPad

• Click the page navigation at the bottom of the lookbook

• Click the next page on the edge of the iPad screen (for portrait lookbooks)

Related lookbook Items

When a lookbook page consists of related/linked items, they can be presented by clicking the lookbook page on the iPad screen.

Favoriting

Once you press the heart icon on the iPad a visual inidcation will play on the Single Screen to indicate this item has been added to the favorites.

Order Grid

Clicking the Cart icon will present the order grid both on the iPad and the Single Screen, to make order building intuative and cooperative between sales agent and client.

Pre Pack

It is also possible to expand the pre packs for better order building experience.

The Complete Ordering Process

Once a selection of desired items is made, usually by making use of the feature, the ordering process can start.

It includes three main phases:

What Is The Order Center Module

Order Center structures and stores all information regarding orders in one place. It is designed to give retailers direct access to the content of both pre and re-orders placed by a sales rep, agent or the retailer themselves.

It consists of three sections:

• Lines

What Is Storytelling Mode

Storytelling Mode is made to convey your brand story. It is designed to maximize the possibilities of a multi-screen experience. To each page of your Lookbook, extra content is attached that will automatically be displayed on a predefined place in the showroom setup:

• The middle large screen will display the page you tap

What Is Lookbook

Lookbook is the digital presentation of a collection. It contains all items, model photography, video content, product photography, product variations, sizes and/or dimensions.

Digital lookbooks help to showcase, sell or buy from collections without needing physical samples of all items.

In the Brand Portal, digital lookbook facilitates (remote) self-service for pre- and reordering.

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​

3. ​

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:

• with your client

• 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 or 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 , at .

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 on this topic.

Read how to export a Line Sheet step by step .

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.

The Complete Ordering Process

Once a selection of desired items is made, usually by making use of the feature, the ordering process can start.

It includes three main phases:

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

Each of these phases is explained in a separate chapter. We will get into Order Reviewing here.

What Is Order Reviewing

After making sure all the items you wish to order are in the right quantities, variations and delivery windows during , this next phase is about reviewing the contents of your cart and making changes where and if needed.

How To Review Your Order

There are four actions typically taken during this phase, not necessarily in this order, that all have to do with order reviewing:

• (sales reps only)

• (sales reps only)

Adding Discounts

If you are a sales rep, you can add discounts to items in your active order. For obvious reasons this is not possible for retailers ;-).

Start from your cart by clicking the cart icon. It can be found in the top right corner of your screen, no matter what type of page you're currently on within the Brand Portal.

Once you are in the cart, take your cursor to the item for which you wish to add a discount. If you hover over the rectangular shaped field right under the delivery date, you will see the word 'Discount %' appear.

Tap inside the blank field, now you can fill out the discount percentage you wish to add.

Once you have done so, press 'ENTER' on your keyboard to confirm the discount. Once confirmed, it will stay in the field.

Historical Orders

Consulting Historical Orders will give you insight into what a client ordered previously. It gives you the details of any order ever made by your selected client. This feature is great to use as preparation prior to your sales meeting.

Start from the home screen of the Brand Portal. In the right corner of your screen there is a fast button named 'ORDERS'. Click it.

This will take you to the Order Overview. Here you can search every order you have ever made.

You can search by date, reference, order number or client name.

Modifying Delivery Dates

Delivery dates can be modified per item, based on the availability of the item. This can be done from the . If you are reviewing your order from your cart, click the item for which you wish to modify the delivery date, this will take you to its Product Detail Page.

If you are on the Product Detail Page of the item, start by going to the Order Grid. This can be done by tapping the button 'GO TO ORDER GRID' or by scrolling down until it appears automatically.

Once you're in the Order Grid, click the calendar window.

A full calender will fold down, offering you the opportunity to select the delivery date you prefer.

Once you've modified your preferred delivery date, you can (re-) add the desired amounts and variations of the item.

Saving As Draft

Drafts are orders in progress. If you are working on an order and wish to continue later on and review it, you can save it to Drafts. In the Drafts section you can access the order and review it any time, reactivate it to continue building it, share it, or send it as an order directly.

Start from your cart. Scroll down until you see the button 'SAVE AS DRAFT' at the bottom of the page. Click it.

Your draft is now saved.

You can retrieve your draft orders by clicking the pawn or account icon in the top right menu, this menu is visible from any page.

A side menu will appear named 'ACCOUNT', containing the section 'SAVED DRAFTS'.

If you click it, you will be taken to your saved draft orders.

Here you have three options:

• Import to cart

• Delete

• Download PDF

If you click 'IMPORT TO CART', this action will take you to your cart where the draft is imported and reactivated. Here you can review it, modify it and/or finalize it.

Clicking 'DELETE' will delete your draft order.

To download a PDF of the draft order, which you can then share, click the PDF icon directly next to the 'DELETE' button. The draft order will be automatically downloaded to your computer in PDF.

Finalizing Your Order

Once you've reviewed everything in your cart, added discounts if desired, checked historical orders, modified delivery dates where needed, you're ready to finalize your order.

Start from your active shopping cart by clicking the shopping cart icon in the top right corner of any page within the Brand Portal.

Once you're in your cart, scroll down. You will first see some details of your order summed up, such as the number of items ordered, discounts, taxes and values. Scrolling all the way down will take you to the Order Confirmation Menu.

In this final menu, you're required to fill out all fields, either by choosing an option from the drop down menu or by filling something out.

First you select the agreement you've made concerning the purchase, then you choose the delivery partner and select the delivery address.

Once you click the 'Requested delivery date' field, a calendar will pop up where you can select the date of your choice.

The reference number can be typed in manually, just like additional comments.

Now, you will have to tick the box to accept the general terms and finally click the button 'PLACE ORDER'. Once you've done so, a confirmation will be sent to your registered email address.

Pre-requirements

In order to ensure a smooth experience with the Single Screen Showroom we like to ask you to ensure the following data for your collection has been downloaded:

• Product Data

• Customer Data

• Product Images

• Lookbook and Lookbook video's

• Optional: Customer Historical Data

Setting up your (Apple) TV

Currently in order to have the best experience with the Single Screen Showroom we recommend to use an Apple TV 4K (2nd generation) or newer, together with a 4K TV from a reputable brand such as Samsung, LG or Sony.

We also recommend to make use of a wired ethernet connection to the Apple TV for a fast and smooth experience.

Connecting the App with the Apple TV

Once the above two steps are taken we can continue and connect the sales app with our Apple TV.

On the iPad swipe from the top right of the screen down in order to show the "Control Centre".

From here, select the Airplay icon indicated by two squares overlapping each other.

From here, a list of available devices will appear, pick your Apple TV from the list.

Once you're connected to the display, you should see the same on the TV as on the iPad. Next up, navigate back to the Colect Sales App, and open up the settings.

Here, enable the setting "Turn on single screen showroom", this will disable the mirroring mode and enable the Single Screen Showroom.

Is the setting is not available please contact your administrator.

You're now ready to use the Single Screen Showroom.

The Complete Ordering Process

Once a selection of desired items is made, usually by making use of the feature, the ordering process can start.

It includes three main phases:

What Are Settings

The Settings menu allows you to:

• Change the basics of your app such as user details and password

It is possible that you may encounter an error code when logging into the Brand Portal. Below is a list of the error codes that may appear and the what may be done to correct them.

Screens

The standard Digital Showroom setup consists of three man-sized screens and a handheld iPad for the sales representative. The large screens are matte to prevent reflection.

Some setups contain more than three large screens. An extra handheld iPad can be added for the client to display certain content and have them actively participate in the sales meeting.

Required: HDMI 2.1 gold plated cable.

The choice for displays is flexible. We normally advise the Samsung QM series displays in 65, 75 or 85 Inch (SA-65-Q, SA-75-Q or SA-85-Q) or similar displays with these specs:

What Is Selling Mode

Selling Mode helps you transition from presenting your collection to selling it. It is designed for assortment and order building together with your client.

Ideally, orders are built by comparing custom previously prepared selections (sales input) to selections made by the client.

Validate orders by checking for the right balance in product categories, measuring arcs, and delivery drops.

Digital Showroom Modes

The consecutive modes of the Digital Showroom are:

• Welcome Mode

The Complete Ordering Process

Once a selection of desired items is made, usually by making use of the feature, the ordering process can start.It includes three main phases: