Collections

Collections allow similar formulations and stock to be bundled together to be found quickly when creating a new draft.

Finding a collection

1. Go to the ‘Settings‘ page.
2. Click on the ‘Collections‘ button.
3. A list of collections is shown.
4. The list can be rearranged by dragging the menuicon.
5. Once found click on the collection to view it.

Adding a collection

1. Go to the ‘Settings‘ page.
2. Click on the ‘Collections‘ button.
3. Click on the ‘Create Collection' button.
4. Add the desired collection name and description.
5. Click on the ‘Add Products‘ button to add formulations and stock to the category.
   1. Click ‘Done‘ when finished selecting products to save changes.
6. Select the roles that have access to this category.
   • See ‘Roles‘ tutorial for more information.
7. When finished click on the ‘Create‘ button to save all changes.

Editing a collection

1. Go to the ‘Settings‘ page.
2. Click on the ‘Collection‘ button.
3. Find the desired collection and click on the name.
4. Edit the collection details, add or remove stock/formulations and change the access as desired.
5. When finished click on the ‘Save‘ button to save all changes.