Allowed profiles: Brand manager, Sales administrator, Sales manager, Sales representatives, Sales assistant
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The Excel order feature is an alternative way of creating order that can ease your sales processes by exporting a multi-collection linesheet in Excel that you can send to several buyers or one linesheet Excel for a specific client including its restrictions (eg. exclusive variants or promotions). Once your client has filled the quantities, you will be able to create an order in 4 clicks. 

• Exporting a collection/catalog in Excel
• Importing an Excel order
• Analysing an Excel order
  
  

Exporting a collection/catalog in Excel

To do so, follow the steps below:

1. Navigate to MY SHOWROOM > Tools 
   
   
2. Click on Create Excel order
   
   
3. Select the price list by using the dropdown menu if you wish to export a collection with no buyers' restrictions then click on NEXT on the bottom right. To export a collection including the buyer information and products' restrictions, move on to the 4th step
   
   
4.  Select the customer by using the searchbar on the customers' list, you can either search by retailer's name or reference and by buyer email. Click on NEXT to proceed
   
   
5. Select one or several collections you want to export in Excel for your clients
   
   
6. Click on Download Excel order button
   
   

You can now send the linesheet to your clients. They will be able to fill all the quantities they want and send you back the Excel file to create the order. To do so, follow the next step below. 

Importing an Excel order

There are two scenarios to import an Excel order. If the buyer' information are missing on your Excel file, you can either fill them directly on the Excel or select the buyer directly from the showroom before importing your Excel. Please note that the retailer must already exists on your showroom for both cases.

Note: if the buyer's information are already filled in the Excel order at the top, you can use any of the methods below.

• I filled the buyer's information on my Excel file
• I did not filled the buyer information on my Excel file
  
  
  

I filled the buyer's information on my Excel file

The mandatory information to be filled are: Customer ref. and Buyer email Once the buyer's information are filled, go back to your showroom and follow the steps below:

1. Navigate to MY SHOWROOM > Tools 
   
   
2. Click on Create Excel order
   
   
3. Select the price list by using the dropdown menu then click on NEXT on the bottom right
   
   
4. Import your Excel file by clicking on Choose file
   
   
5. Click on NEXT to proceed
   
   

If there are no errors, your order will be automatically created with a PO number. You can review it on your showroom or download the order sheet in Excel or PDF right away. 

I did not filled the buyer's information on my Excel file

If you do not wish to fill the buyer's information on your Excel file, follow the steps below: 

1. Navigate to MY SHOWROOM > Tools 
   
   
2. Click on Create Excel order
   
   
3. Select the customer whom you want to create an order for then click on NEXT at the bottom right
   
   
4. Import your Excel file by clicking on Choose file
   
   
5. Click on NEXT to proceed

 If there are no errors, your order will be automatically created with a PO number. You can review it on your showroom or download the order sheet in Excel or PDF right away. 

Analysing an Excel order

Each time you fill quantities on the Excel file, the Order report tab will be updated in real time to show the different products' category share in your order. You will be able to analyse the number of variants ordered and amount per category.