Collections are a helpful tool that enables users to hold products for use in Presentations.
Click on the Collections button on the main toolbar. The five most recent collections will be displayed, but you can click on the View All Collections link to open the main Collections area.
Collections are owned by a single user within your company, but additional users can be added as collaborators. Use the Sort By to organize the Collections.
When viewing Collections, there are three filters:
- Type: Choose from a Global or Regular Collection.
- Global Collections are created and managed by ASI. These collections cannot be modified, but they can be duplicated and saved a regular collection. Additionally, the products within Global Collections can be used in added to a different collection, presentation, order, and/or store.
- Regular Collections are collections that have been created by you, collections which have named you as a collaborator, and collections which are set to be shared with all users within your company.
- Status: Indicate whether the collection is active or inactive. Deleting a collection is permanent, using the "Make Inactive" option can be a helpful way to manage collections without losing information.
- Record Owner: Enables you to view only collections created by a specific user within your company.
- he collections in this section are ones you have created and currently own as well as collections where the ownership has been transferred to you by another user in your company.
Clicking on a collection name will open it in an editable state. Use the pencil icon to update the collection name and description. Products within collections can be arranged by:
- Recently Added
- Oldest
- Category
- Name A-Z
- Name Z-A
- By Price – Low to High
- By Price – High to Low
The three dot icon enables you to manage the collection. The options will vary depending on ownership of the collection, as only owners have the option to transfer ownership. Make Inactive will deactivate the collection and it will only be shown with an "Inactive" label in the main collections page. It is important to note that at any point in the future, the collection can be made active again. Duplicate Collection will create a second collection identical to the current one. Delete will completely remove the collection from ESP.
Collections enable the ability for both ownership and collaborators. While there can only be one owner, multiple collaborators. An owner is a user who maintains primary possession or “ownership” of a project or collection. A collaborator is a user who is able to manage a project or collection but will not be able to transfer the ownership. Collaborator can use the “Shared with Me” section to locate projects and collections for which they are collaborators.
The Share button enables you to share a link to collection via email or link.
When sending a collection, you do not need to create a project, but the page will contain a footer with your company's contact information and logo.
The products within a collection can also be added to a presentation and/or an order.
Add All Products
To add all the products within a collection to a presentation, an order, or a store expand the Add menu and then select the desired option.
Add Specific Products
To add specific items within a collection to a presentation or an order, click on the checkbox in the upper left corner of the product thumbnail. A toolbar will appear at the bottom. From this toolbar, you can choose to:
- Add to Collection: Copies the product to another collection or create a new collection with this product.
- Add to Presentation: Update an existing presentation to include this product or configure a new project to create a presentation containing this product.
- Add to Order: Update an existing order to include this product or create a new order.
- Add to Store: Include product on an existing selected ESP+ Store or use it on a new store (if available).
The toolbar at the bottom also provides the option to move products from one section to another within the collections as well as remove the item(s) from the collection.
Add Single Product
To add a single item within a collection to a presentation or an order, click on the plus sign in the upper right corner of the product thumbnail. A menu will appear with the following options:
- Add to Collection: Copies the product to another collection or create a new collection with this product.
- Add to Presentation: Update an existing presentation to include this product or configure a new project to create a presentation containing this product.
- Add to Order: Update an existing order to include this product or create a new order.
- Add to Store: Include product on an existing selected ESP+ Store or use it on a new store (if available).
- Remove from Collection: Deletes the item from the collection. This action cannot be undone, but the product can be added back to the collection from the product search or another collection.
