Collections serve to collect products for later use.

They can therefore be used for memorising products, or as a starting point for orders or quotes.

 

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Finding collections

You can look through your collections by clicking the side menu option for 'Collections' (1), or you can open a collection directly by using the project area (2)

Creating collections

Collections can be created using the buttons (3) and (4).

 

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Collecting products

Products can be added to a collection in the following ways:

  • via the search bar (1) on the collections page
  • by dragging and dropping products from the product search, a quote or another collection onto the area on the bottom left of the screen (project area)
  • via the 'Collect' button on the detailed product page

Editing collections

All employees of your company may edit a collection. They may also change the owner of a collection. The owner is used to find and group collections more easily.

For every product in a collection, a comment (2) and a desired quantity (3) can be set.

Using collections to create quotes or orders

Collections can be used as a starting point for new quotes or orders by using the 'Actions' menu (5). This means that all products, quantities and comments will be copied into the new object. The collection will remain unchanged after this process.

Deleting collections

Collections can be deleted using the options menu (4).

 

Note: This page has been translated with the Google Translation Service.

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