Products are able to be added to the RECOMMEND tab as easily on the iPad as they can be on the web browser.
To add products to a recommendation, you've got a few options:
- Tap the "Star" icon on the individual product thumbnail.
- Select a product and click the "Add to Linesheet" or "Add to Custom List" button from the product details view.
OR
- Use the filters to refine your view. Then, hit the "Check Mark" button in the top right corner -- then select desired products -- this will add all the products in your current view to the recommendation.
Go to your new CUSTOM LIST or LINESHEET:
Items at this point can be added or removed, separated by blanks, remerchandised, added to an order, or even sorted by delivery.
To send your custom PDF:
- Click the three stacked dots in the top right of your screen > Send Linesheet to bring up your settings and options.
- Use the ON/OFF switches to select if you want to send as an EZ Order, PDF, and/or XLSX order form.
- Select your recipients.
- Add a SUBJECT and MESSAGE.
- Hit SEND to send to Buyers.
