Uphance enables you to create assortments on behalf of customers as an agent or organization owner. Doing so lets you generate steady streams of sales for your business.
To create an assortment, follow the steps below:
Step 1: Log in as an agent or organization owner(Note that buyers can't create assortments - only agents and owners).
Once logged in, select the customer you want to create assortments for.
Step 2: Click the Assortments menu link at the top section, which will take you to the Assortments creation page. Then create a new assortment as demonstrated below. Be sure to select the right channel (compulsory) and season(optional) and save the assortment when you are done.
Step 3: Click the assortment you just created and add products to it, together with their quantities.
You can always edit the product quantities you've added to the cart later on.
What's more, you also have the option of copying quantities from a particular product to the orders. To do so, first, copy quantities from the reference product and then click the duplicate icon of the other products to paste.
Step 4: Email the assortment to the customer. To do so, click the Actions dropdown. Select the contact you would like to send the assortment to and send. The assortment will be instantly emailed to the customer.
You can always edit the assortment by adding or removing products to it even after you've sent it to your customer. Upon sending, the customer will receive a link to view the assortment in their inbox.
Assortment Analytics
You can easily track the performance of your assortments via the Analytics interface. Here, you can view how many you've sent, how many times it got opened, how many clicks it gets, etc.
How to Create Carts and Share With Customers
Carts can be created in the same way as you would with assortments. You start by selecting the customer you want to create carts for, then add products to the cart.
Once you are done adding products to the cart, send it to the customer's contact.
How to View Pending Cart
You can easily view all the pending carts you have with customers right from your platform.
To do so, log in to your dashboard, and navigate to Customer Relationship >> Showroom Overview. Next, select the showroom you are after, then click on the Pending Orders tab.
Do keep in mind that you can only view these pending carts, but can't access them.
Additional Service Fee for B2B Orders
There are times when business necessity will require you to add a fee to a customer's order. A good example is when you have to charge a customer a fee for providing dropshipping service on their order.
These fees can be added based on the location the customer wants to ship the order to, which can be registered or unregistered.
The logic is simple: shipping to an unregistered location will attract an additional fee, while a registered one won't.
To mark a customer's location as registered, open any of them and click the registered checkbox, and save.
Note: You can add more than one location as registered.
The next thing you will want to do is set up a service for which you want to charge the customer a fee. To do this, you will first need to create the service by navigating to Product Lifecycle >> Service.
After that, add the service to your B2B cart page.
Note: The text display field is optional, and you can input whatever value you want.
With the service now added to the cart page, it will appear once you ship a customer's order to an unregistered location.
