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Mark Edwards Apparel

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Ask AI

Product Assistant

Hi! I can help you find products and search orders. Try asking me:

Products:
• "Show me navy sweaters"
• "Joggers with more than 1,000 units"

Orders & Sales:
• "What did Amazon order?"
• "Show me all POs"
• "What stores bought style 71169?"

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📘 Product Catalog User Guide

📦 Overview

Live Inventory from Zoho ATS Report
Your catalog syncs twice daily with Zoho Analytics to show real-time Available to Sell data.

1

Filter

Category, Customer, Supplier, Color, Quantity - even combine multiple!

2

Search

Style numbers, names, colors, or AI-powered visual features

3

AI Assistant

Ask questions in plain English and get instant results

4

Share

Create custom catalogs to email or text to customers

🔍 Filters & Search

Category PillsClick multiple categories (Hoody, Sweater, etc.) at once. They stay highlighted. Click "All" to clear.
Customer FilterFilter to show only styles associated with specific customers. Great for "What does Ross buy?"
Supplier FilterSee styles from specific suppliers. Helpful for sourcing questions.
Color FilterClick "Color: All ▼" to filter by specific colors like Navy or Black.
Min/Max QtyFind styles with specific inventory levels. Min 2000 = high-volume items only.
View Active FiltersClick "📋 View Active" badge (next to Clear All) to see all filters in one panel.

🤖 AI Product Assistant

Ask questions in plain English - no clicking needed!

Example Questions:
  • "Show me all dresses with at least 2000 units"
  • "What did Ross order last season?"
  • "Find hoodies in stock with 3+ colors"
  • "Show me new arrivals"
  • "What stores bought style 71169?"

Note: AI-applied filters show in the filter panel with "🤖 AI Assistant Active" indicator.

📊 Sales Data & History

Click any product to see detailed sales information:

Sales Orders TabView past invoices and open sales orders from Zoho Books - see customer names, quantities, and dollar amounts.
Import POs TabSee incoming purchase orders with expected delivery dates.
Filter by OrdersAsk AI: "What did Burlington order last quarter?" or "Show styles with active POs"

Pro Tip: This is a powerful feature! Use it to quickly answer customer questions about order history.

📈 Available Now vs Left to Sell

Available NowInventory in DC ready to ship TODAY. Use when discussing immediate delivery.
Left to SellAvailable Now PLUS incoming POs. Use for seasonal planning and future commitments.
ToggleClick buttons in the stats bar to switch views. Selected mode is highlighted.

👁️ View Options

List / Small / Medium / LargeChoose your preferred grid size. Medium is default.
Group by StyleON (default): Shows one card per base style with all colors combined. OFF: Each color is a separate card.
Sort OptionsSort by Name (A-Z/Z-A), Quantity (High/Low), or Newest arrivals.

📤 Share Custom Catalogs

1
Enter Selection Mode

Click "Select for Sharing" button (top right)

2
Select Products

Click cards - checkmark appears. Click again to deselect.

3
Name & Share

Click "Share X Products", give it a clear name

4
Send to Customer

Copy link and send via email or text

What customers see: Clean 3-column layout, product images, quantities (In DC / Coming Soon), colors with individual counts, PDF download option.

Note: Sales history is NOT visible on shared links (privacy).

📜 History Panel

Click "History" button (top right) to access:

Sharing HistorySee all catalogs you've shared. View, copy link, or delete them.
Data FreshnessCheck when inventory was last updated from Zoho (updates twice daily).
Sync HistoryView all data sync logs with timestamps and record counts.

💡 Pro Tips

  • Combine Filters: Category + Customer + Min Qty together = laser-focused results
  • Use AI for Complex Queries: "Show tops Ross bought with 1000+ units" is faster than clicking
  • Name Selections Clearly: "Burlington Spring 2025 - Hoodies" not "Selection 1"
  • Check Data Freshness: Look at "Updated" time (top right) to see how current data is
  • Mobile Works: Show shared catalogs on your phone during customer meetings
  • Style Number Search: Know the style? Type it directly for instant results

⌨️ Keyboard Shortcuts

Navigate between products
EnterOpen product / Toggle selection in selection mode
SpaceToggle selection (in selection mode)
EscClose any open modal

❓ FAQ

Q: What is "Live ATS Report"?

A: ATS = Available to Sell. Data syncs from Zoho Analytics twice daily showing current inventory.

Q: Can I select multiple categories?

A: Yes! Click multiple category pills and they all stay active. Products from ANY selected category will show.

Q: Why do I see "146 groups" instead of "292 styles"?

A: "Group by Style" is ON - color variants are combined. Toggle OFF to see each color separately.

Q: Can customers place orders from shared links?

A: No, shared links are view-only. They see products and quantities but cannot order.

Q: Are my picks/notes private?

A: Yes, picks and notes are saved to your account only.