Sales App - Assortment Planner - Add New

Create an assortment planner, which determines the optimal selection of products for your customers.

You can create a master Assortment Planner or individual Assortment Planners that consider buyer preferences.

#Click [+] to add a new Assortment Planner

#Enter the Name, Description and select the Layout

Tip: Name and Description will appear on the documents that you can email to your customer.

If you create an Order from an Assortment Planner, the Name populates in the Order Ref field. Notes populate in the Comments field on the Zedonk Order Confirmation.

#Tap the eye icon to preview the layout

#Tap on the layout name to select the layout

#Choose the currencies to appear on the Assortment Planner

#Tap ✅ to Add Products

#Tap on the products to select the customers favorites, tap back to return to list view or select options

#Click [...] for the additional options

#Show Notes - enter any notes

#Rearrange Products

#View the Assortment Planner