Creating Your First Presentation

Presentations are perfect for those clients that aren't exactly sure what specific products they are looking for and are leaning on your expertise to provide options!

Step 1: Start A New Presentation

1. Navigate to Presentations (left menu) > Presentations.
2. Click Add New Presentation (top right).

3. Select an Existing Customer from the dropdown list or choose + Quick Add to add a new customer. For existing customers, Bill To and Ship To information will automatically populate.

   OPTIONAL: Additional presentation details, such as Salesperson, Presentation Name, Follow-Up Date, Expiration Date, and Project Value, may be entered as required.

    

   

Step 2: Add Products

1. Click + Add Product button.

   

2. Select the OneSource by OMG option to search for products within OMG's integrated product search database.

   Alternative product inclusion methods include:

   1. Manual entry as New Custom Items
   2. Selection from your saved Products Catalog
   3. Pull From Presentation/Quote
      
      Note: If a supplier is not found in OneSource, please notify us by completing the Supplier Request form accessible via the green OMG circle in the bottom right of your application.
       

3. Enter keywords or item numbers in the product search field, and/or filter by specific suppliers using the supplier dropdown filter on the left.

   

4. Click the Add button for any products you wish to add to your presentation.
5. Upon initial addition of products from a new supplier, you will be prompted to Map Supplier:
   
   Quick Add Supplier: Utilize this tab to incorporate a product from a new supplier not currently in your Suppliers List.
   1. Select Copy Name and Copy # to facilitate the addition of the supplier to your list and the product to your presentation.
   2. Click Save.

6. 

   Map Supplier: Use this tab if the products supplier is already saved in your Suppliers List. 

   1. Select the supplier from the Supplier Name dropdown list

   2. Click Save

7. Once products have been added and mapped, click on Review Selected Items.

8. Click Add to Presentation.

Step 3: Customize Product Details (Optional)

Depending on the client's provided details regarding quantities, colors, sizes, and other specifics, and the desired level of presentation customization, these steps may or may not be completed prior to advancing.

1. Scroll down to view the list of products added to your presentation and click the Pen Icon adjacent to a product.
2. Here, product details can be customized, including:
   • Uploading, deleting, and selecting the default image for products.
   • Creating a virtual representation to display the client's logo on an image.
   • Choosing whether to display pricing.
   • Selecting quantity breaks and pricing to be shown.
   • Choosing or adding variants such as color or size options.

   • Adding any additional charges not already covered in the pricing, such as decoration or setup fees.

     

3. To proceed to the next product, utilize the numbered navigation bar in the top right of the product customization box. When using this feature, ensure to click Save and Continue to save changes made to the current product before moving forward.
4. After making final adjustments to products, click Update.
5. Upon returning to the main presentation page, click Save to save the presentation.

Step 4: Review and Send Presentation

1. Prior to sending the presentation to the client, review it by clicking the Eye Browser Icon towards the top right of the presentation window (the first of the three icons in the screenshot: preview, download pdf, send presentation.

   

2. You will be prompted to log in, mirroring the client's experience when receiving the presentation, to preview and observe the client's view.
3. If the presentation appears satisfactory, return to your presentation within the application and click the Send Icon.

4. An email window will appear, allowing for customization or selection from pre-saved templates via the dropdown, followed by clicking Send.