Sharing product information and line-sheets with your customers and prospects helps you get your foot in the door, sell more, and enamor your customers with products and offerings they never dreamed of!
This tip will explain how Pepperi helps you do that in several ways:
- Send an email with detailed item information
- Email a PDF line-sheet of selected items
Send an email with detailed item info
You can also send an email of just one item’s detailed information if you want a quick and convenient way to share an item’s full details with a customer even during an order. You can configure which fields are sent in the email (Name, description, image, code, UPC, custom fields, etc.). For configuration details see Item Share Email Info.
Send a PDF line-sheet of selected items
Another way to share products is via a PDF line-sheet containing products specifically selected for a customer/prospect. You can show any product info you need, group products by Brand, by a sub-category or any other property you want.
Select the products that you wish to send, they will be added to the PDF and then auto-emailed to the customer, or email it to any of your additional contacts straight from your mobile device.
The following is a guide to exactly how it’s done in Pepperi.
Creating a PDF Line-sheet
You will need to create a separate Transaction Type so that you can configure the PDF especially for the line-sheet layout (differently than your order/invoice layout).
Go to Settings -> Sales Activities -> Transaction Types and add the new Transaction Type (available for Corporate package and above).
Name it “PDF catalog” or “Line-sheet PDF” or any name you wish, and select an icon for it.
Next, make sure this new “PDF Line-sheet” Transaction Type appears on the Account Dashboard for users to select (see Account Dashboard Layout ).
Finally, you will need to remove the PDF Line-sheets Transaction Type from your Sales Dashboard statistics, since it is not a sales order that is invoiced (instructions at the end of the article).
Now configure the PDF file to display the format and fields you require in the line-sheet.
There are two ways to configure the PDF (each is explained below):
- Use Pepperi’s out of the box PDF template, and just drag and drop in the fields you wish to include to create a great looking line-sheet (see an example below).
- Export Pepperi’s XSLT template and customize it yourself. This allows you to apply much more customization, however, you'll need to have a qualified programmer on hand to do this of course.
- Using the PDF template:
Configure the Header PDF and the Cart – PDF views to include the desired fields.
Go to the Views tab of the PDF Line-sheet Transaction Type you created and edit the Header PDF and Cart – PDF forms.
An example Header PDF may look like the following:
In this example a “Splitter” field was used to allow free text to be displayed, and 2 fields appear below it: “Sales Rep Name” and “Sales Rep Email”.
An example Cart PDF may look like the following:
In this example the items are sorted by “Order Entry”, grouped by “Item Main Category (Brand)”, and the column width of the image has been left at 10, while the others were increased to 30, so that the image size suits the format better. You may play around with the column widths to suit your needs, depending on how much space you need each column to take up.
The resulting PDF Line-sheet will look like this:
To generate and email this PDF Line-sheet from Pepperi, create an order using the PDF Line-sheet Transaction.
To automatically have the PDF emailed to the Account make sure the Account email option is checked off in the Workflows email notification (Set Email Notification for Transactions ).
Alternatively, you can email or print it directly from your device by previewing the PDF (from the Order Center or Cart menu) using the device’s configured email app.
- Export Pepperi’s XSLT template and customize it yourself.
You will still need to create the Transaction Type as described above. And then modify the template as follows.
Go to Settings -> Configuration Files
Select the Transaction XSLT template (make sure it’s the “Transaction” and not the “Activity” template. Activities have their own XSLT template):
Download the XSLT template.
Open the template and have a programmer modify the XSLT formatting to suit your needs.
Back under Settings -> Configuration Files, click Add new file
File type: select “Sales Transaction PDF Template”, enter a file name, description, and upload your modified XSLT template.
In the email notification of the PDF Line-sheet Transaction Type make sure you select the PDF Line-sheet XSLT file that you modified to be attached (and not the regular PDF you typically attach for submitted orders).
From now on the email that will be sent for the PDF Line-sheet Transaction Type will include your modified XSLT template.
Remove the PDF Line-sheet Transaction from the Sales Dashboard statistics
You will need to make sure that the PDF Line-sheets Transaction Type is not included in the Sales Dashboard statistics since it is not a submitted order for invoicing.
Go to Settings -> Sales Activities -> Sales Dashboard Settings
De-select the Transaction Type that you created for the line-sheet functionality.