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Showcases

Create a personalized Catalog for your clients to view and have them select products to buy.

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Written by Sabrina Vincent
Updated over a week ago

By selecting a group of items, you can select Sell, then Showcase to send to a customer for them to select the products they are interested in and start the Quoting process.

  • Once a Showcase has been sent, you can go to the Showcase tab to see which items the client has favorited. Let’s add these Products to a Showcase called “Sabrina Test.”

  • Added products will appear at the top of the list, and you can also add and remove products from the Showcase.

  • Once a showcase is created, you can add or remove products to show to the client

  • Remember to have the Buyer Favorite (heart) their selection

  • Once the list of products has been indicated, have the item fields filled out, then we are ready to create a quote

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