Allow Uphance to help you generate Line Sheets for your products to share with your customers to include:
- Products within your season
- Product Images, color & sizing
- Wholesale & suggested retail pricing
- Other product details (e.g. textile content)
Generating a line sheet
To generate a line sheet:
- Navigate to the Line Sheets page from the main left vertical menu
- Click the plus sign in the tools menu
- Navigate to the Products page.
- Choose a season to filter your products.
- If necessary, filter the product list further.
- Select "Create Line Sheet" from the tools menu:
After a few moments, the line sheet details page will open. From this page you can use the buttons to download or email the line sheet PDF file.
To view all existing line sheets, click on Line Sheets in the top-left menu.
Customizing Line Sheet content and layout
You can change a line sheet date, pricing channel etc by navigating to your Line Sheets page and clicking through to Edit the particular line sheet. After making your changes, be sure to click the Save Changes button. Here are some of the items you can customize:
Settings>Paperwork do not control the way line sheets are displayed (e.g. paper size, paper orientation, products per row, date formats). The settings for Line Sheets are controlled directly within the Line Sheet as shown on the above.
When you "Save Changes", your Line Sheet PDF will automatically be generated with the new format.
Product Display Order
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. I'll need to check with the team on the deadline date.
To remove a line item from the Line Sheet, click on the recycling bin at the end of the product row. To add a product, click on the "Add" button. When you are through making changes, you can click on the "Regenerate" link at the top to update the PDF with your changes.
Sharing your Line Sheet
Once you have Saved your changes, click the "Regenerate" button at the top right. When the PDF has been regenerated, you will have three methods to share:
- Tracked & Multi Customer Share
If you select Download, the PDF will open in your browser. You should see a download icon or print icon in the top right as illustrated below:
If you select Email, your default email client will open. Note at the bottom you will have an opportunity to include "additional attachments" with your email send. Select the documents you want to include and deselect the documents you do not want to include. These attachments can be managed by you in Settings>Attachments.
Tracked & Multi Customer Share
You may also select from the list of your customers on the bottom of the screen to send to multiple people. Uphance will keep track of who has seen the Line Sheet that you shared with them as well as the date they were sent and they date they viewed it:
See more information about Channels to learn how you can setup different pricing streams for your customers (e.g. Wholesale customers or Private customers).