Line sheets are basically marketing documents you use to display important information about your products. They are mostly used as sales presentation materials, especially for customers looking to buy wholesale.

They are a must-have if you want to convince prospective buyers to shell out their hard-earned money to purchase your products.

Thankfully, you can easily create a stunning line sheet and share it with your customers with a few clicks of the button. We will show you how to go about it in this guide.

Certain variables need to be in place - even though some are optional - before you create a line sheet. They include:

To create a line sheet, navigate to Product Information >> Line Sheet.

On this page, you will see a list of all line sheets you created in the past. You can always edit them by clicking the pencil icon for each sheet.

But if you haven’t created one before, or want to create a new one, click the Actions button at the top right and then select New Line Sheet.

This is the page you will see upon clicking:

The very first thing you will want to do here is to enter a name for your line sheet in the Line Sheet Details section and then select a season, a channel, and a brand (optional).

After that, proceed to add products to your line sheet. To do so, click the Add button at the top right corner.

Select the products - including their details - you want to add.

When you are done, hit the Add Products button.

Next, upload a cover image for your line sheet (if you have one).

After that, select a template and then check off the information(Cover page, category cover page, and product list) you wish to add to the line sheet.

Keep in mind that these linesheet templates can be edited.

Want to edit or customize your generated line sheet? That's not a problem.

To do so, open the line sheet page once more by navigating to Product Information >> Line sheet.

Locate the line sheet you wish to edit and click the pencil icon next to it.

Here, you can change the cover image for the line sheet, change the name, re-assign it to a different season, change the channel, and many more.

If after generating and downloading a line sheet you realize there is a mistake or an omission, you can always edit and regenerate it.

To do so, make your desired changes and then click the Save Changes button followed by the Regenerate (optional though because clicking the button automatically regenerates the line sheet) link.

You can control the order of the products on the line sheets by grouping them or manually sequencing them.  Please see our Product Display Order Knowledge Article.  

Upon clicking the Save Changes button, Uphance will automatically generate your line sheet. You can then either send the generated line sheet to your customers via email or download it to your local machine.

To download the sheet as PDF, click the download button like so:

Uphance gives you the option of sharing your line sheet with your customers, across multiple channels and countries.

To do so, simply select the customers you would like to share the document with, including your target channels.

When you are done, hit the Share button. You have the option of sharing the line sheet as an Excel sheet or as a link.

You also have the option of adding your sales agent to your linesheet design. To do so, simply enable the Contact Page like so: