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How to Create a Linesheet
How to Create a Linesheet

Generate Line Sheets for your products to share with your customers

Brenda Beckham avatar
Written by Brenda Beckham
Updated over a week ago

Overview

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 them with your customers with a few clicks of the button. We will show you how to go about it in this guide.

What Can You Add to Your Linesheets?

  • Products within your season

  • Product Images, color & sizing

  • Wholesale & suggested retail pricing

  • Other product details (e.g. textile content)

  • Agent contact page

Before Getting Started

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

  • You need to have at least one product season to create a line sheet. If you haven’t created one yet, you will find this guide useful.

  • A cover image for the line sheet you are looking to create. This is optional.

  • Products you will be adding to your line sheet. Of course, this is a no-brainer.

  • Create product categories, as Uphance will use them when generating a line sheet for you.

How to Create A Line Sheet Using a Template

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.

Editing/Customizing Your Line Sheet

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.

Regenerating Your Line Sheets

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 save changes button automatically regenerates the line sheet) link.

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.  

Saving or Sending Your Line Sheet

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:

Sharing Your Line Sheet

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.

Adding Agent Contact Information

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

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