Edelweiss is the primary digital catalog tool for publishers. As a sales rep, you will have the ability to add contacts, create and share catalog markups, receive and export orders, and more!
This training page brings together key documentation to help sales reps navigate Edelweiss and take advantage of its features.
1. Getting Started & Essential Knowledge
Find your way around Edelweiss and customize your experience on the site.
A Brief Tour of Edelweiss
An introduction to the various pages on Edelweiss.
Exploring Your Homepage
Navigate the homepage and find the tools you need.
Managing Your Notifications
Check your notifications and manage notification email frequency.
Finding Titles
Discover the three main ways to search for titles on Edelweiss.
Finding Catalogs
Learn how to keep relevant catalogs easily accessible.
Are you part of an independent sales rep group? Learn about setting up Your Publishers here.
Navigating Catalogs
View title information, filter, refine, sort, and more.
Using Saved Filters
Find just what you’re looking for by setting up custom, reusable search filters.
2. Managing Your Contacts
Contacts are an essential piece to using Edelweiss as a sales rep. Learn all about adding contacts and facilitating communication with your accounts.
Adding Your Contacts
Take the crucial first step to connecting with your accounts on Edelweiss.
Editing or Deleting Contacts
Update the information associated with a contact or delete them altogether.
Bulk Importing & Exporting Contacts
Save time by importing contacts from a spreadsheet or share them with a colleague by exporting in bulk.
Using Groups
Setting up contact Groups adds efficiency to the process of sharing markup notes, collections, and more.
Viewing Account User Details
View all users connected to an account you work with and easily add associated staff members to your contacts.
3. Markups 101
A markup is an opportunity for you to share your insider knowledge with accounts and assist them in their buying decisions.
Understanding Markups
Learn all about the purpose of markups and their various elements.
Starting a Markup on Edelweiss
Create and configure markups from within catalogs or collections.
Sharing Markups
Make sure your much-needed guidance reaches the relevant buyer contacts.
Bulk-Sharing Markups
Save time by sharing markups with entire accounts or groups at once.
Importing & Exporting Markups
A method of working “offline,” which can also be used to share your work with colleagues, reuse markups from one catalog on another, and more.
Viewing an Account
Learn how to select an account to make order suggestions, view existing orders, and reference sales and inventory data for comparable titles.
Adding Suggested Orders
While not technically part of a markup, another way to support your accounts is by adding suggested order quantities.
Are you a sales rep for Barnes & Noble? Find best practices here.
4. Markups 102
Improve your workflow marking up catalogs with methods for collaborating with colleagues and time-saving tips.
Sharing Markups with Your Colleagues
Share the workload by collaborating on markups with your colleagues.
Viewing Colleagues' Shared Markups
Locate markups that have been shared with you.
Copying a Colleague's Shared Markup Notes
Easily pull in a colleague’s markup notes to use as your own.
Copying Markups from Other Title Formats
Quickly add your earlier markup notes to additional title formats.
Viewing Multi-Store Locations
Working with accounts with multiple locations? Be sure all locations are visible.
Sharing Multiple Markups with Contacts
Do you sell multiple publishers? Share all relevant markups at once.
5. Managing Orders
Using Edelweiss as a sales rep means that your accounts can work with you in an ultra-streamlined way. Learn how to navigate orders on Edelweiss, from receiving to exporting and even creating orders on an accounts’ behalf.
Suggestions vs Orders
You can view a catalog through the lens of either “Suggestions” or “Orders.”
Finding Orders
Know where to find orders shared by your accounts.
Exporting Your Orders
Once you’ve received an order, export it and fulfill it using your company’s usual practices.
Exporting Multiple Orders at Once
Easily download many orders all at once.
Creating Custom Export Formats
Use one of our pre-formatted order export options or create your own custom export.
Creating Orders for Accounts
If needed, create an order on an account’s behalf.
6. Using Collections
Whittle down a large catalog into a tailored list of titles for a specific account by creating and sharing a collection.
Creating a Collection
Learn the simple steps of creating a collection.
Finding Your Collections
How to keep track of your collections.
Editing a Collection
Change the name of a collection, choose a new cover image, or re-sequence titles.
Sharing a Collection
Unlike catalogs, collections are private until shared.
Creating PDFs
Export a collection (or catalog!) as a PDF.
Exporting Title Data
Export titles to send via email or generate an Excel file.
7. Staying Organized
Edelweiss is full of features that make organization easy.
Personal Tags
Use private tags to categorize titles.
Managing Your Tags
Delete, merge, and rename Personal tags or Markup tags.
Notes to Self
Jot down private notes on titles.
Your Worklist
Keep in-process work all in one place.
8. Additional Tools
Take advantage of additional Edelweiss tools to support your sales goals.
Event Grids
Learn how to view a list of your event grids for touring authors, manage grid access for your accounts, and more.
Edelweiss360
Explore how free Edelweiss360 tools can be used in your sales practices.
Review Copies
Do you manage review copies for your organization? Understand how to auto-approve users, quick send titles, and field requests.
Still have questions?
Reach out to our support team, and someone will be in touch with you soon!