ATS (Excel w/ Images)Updated 7 months ago
- Go to: https://saxx.elasticsuite.com/
- Log into your account
- Go to Manage > Offline Order Form
- Select your catalog by checking the box to the left of it.
- Choose your filters by clicking on the filter icon.
- If you want current availability, you can leave the default date. If you want future availability, click on the calendar icon, and choose a future date. If you want both current and future availability, add an additional date by click the white calendar icon with the + and then set a future date by clicking that calendar logo.
- Click Next.
- Select your customer by using the search bar. If you don’t want to pull it for a specific account, you can use your rep account. You can type the name, or account number, or enter the % sign to view your full list. You must either press Enter on your keyboard or click on the search icon.
- Select the account by checking the box to the right.
- Check the box to the right of With Images and then click Generate Forms.
- The status of your form will be Submitted at first. Wait a few minutes and click the refresh button at the top righthand corner. If it’s not ready the status will update to Processing. Wait a couple more minutes and click the refresh button again. When it’s ready the status will say Complete. You can now click the download icon (under Generated Files).
- You will also get an email with the link to download from [email protected]
- A zip file will download to your device. Open your Downloads folder. Open the zip folder and then open the excel document in the folder.
- If you get a Protected View message, click Enable Editing.
- You will likely get a Security Risk message. To ensure this message doesn’t pop-up for your buyer and to enable macros, save a new copy of the file outside of the zip folder.
- File > Save As > Rename the file > Click Browse to change the folder > Save
Tips!
- If you are sending the file to multiple recipients, delete the account number on the Summary tab.
- Click on the Delivery tab before you save the file. This will ensure when the recipient sees that tab first when they open the file.