Sending a Linesheet is similar to the process of sending a Custom List. Either send the Linesheet directly through NuORDER or download and email it. With either option, go to Linesheets from the left navigation menu and then select your Linesheet.
Note: Haven't built your Linesheet yet? Check out Add products to Linesheets and Custom Lists and Edit a Linesheet.
Send
The most effective way of sending Linesheets is through NuORDER’s Send function, because Campaigns let you see if the buyer has opened it.
From your Linesheet, select Send in the upper-right corner.
In the Send Linesheet screen, enter or select the following:
- Choose if you'd like to make this an EZ Order and if you'd like to include a PDF or XLSX file.
- If you filtered your Linesheet and want to send only those filtered products, select Only include products based on the applied filters.
- Set dates for the Expiration, Ship Start, and Ship End fields.
- Add buyers in the NuORDER Contacts field. You can include contacts or Smart Groups. Add any other emails in the CC Emails field.
- Add an Email Subject and a Message for recipients.
When you’re ready, select one of the following: Send Me Test Email, Save Draft Campaign, or Send to your buyers.
Note: Learn more with Campaigns and smart groups overview.
Download and email
In your Linesheet, select Download. Choose a File Format (PDF is most common) and other options.
If you filtered your Linesheet and want to download only those products, select Only include products based on the applied filters.
When you're ready, select Download.
You can then email the file to the buyer, notifying them that it's ready for them to review. The buyer can access the Linesheet by selecting the link in the email and logging into NuORDER.