Selections are customer-specific and include products that you selected for your customer.
A Line Sheet (Buyer Portal) sent from the Digital Showroom module to your customer will create a Selection within the Selections area (and include all products from the Line Sheet - your customer can make a selection themselves).
The List View
- Customers: These are your individual Customer Selections
- Error Symbol: This is flagged when there are Products on the Selection with no prices
- Message Symbol: This is flagged when there is a new message from the Customer
- Action Button: Click this for Editing, Copying, Viewing the Current Status, or Exporting a CSV
- Email Symbol: Send to the buyer - This will appear as frozen if the Buyer Portal Link has hit the Expiry Date
- Import: This import tool allows you to create a Sales Order from the "Excel - Order Sheet". For more information see, Digital Showroom - Selections - Selection Order Import.
- New Selection: Create a New Selection directly from this module
Selected menu:
- Select All - to select all records in the list view
- Clear All - to unselect your selection of selected records
- Export CSV - export selected records to CSV
- Export Popular Products CSV - export popular products CSV based on your Selection Order submissions
The Expiry Date: this has 3 different indication statuses:
- RED date = 7 days till the selection expiry date. Selection has not been sent to the buyer yet.
- ORANGE date = 7 days till the selection expiry date. Selection has been sent to the buyer, but the order has not yet been submitted.
- BLACK date = The order has been submitted or the order has been sent to the buyer and has more than 7 days till the selection expiry date.
Customise your list view to include the portal URLs
Using the 'Select/Move/Filter' option on your list view will allow you to add the portal URLs to your Selections list view for your reference.
Tip: Click the link in the Link URL field to open the buyer portal in a new window.