In Edelweiss, your orders will not be visible to your sales reps until you share those orders with the relevant sales rep(s). To share an order with your rep, they must first add you as a Contact.
You can choose to share your order with your sales rep right when you create it, or after you’re finished with it. It’s up to you, of course, just don’t forget to do it later!
In that process, you’ll see a field for Reps Shared With: This allows you to share your order with a specific sales rep. They will not see your order until you share it with them. Again, you do not have to share it immediately, as you’re creating the order, but you’ll want to be sure and do so once you’re finished with the order if you don’t do it here.
Clicking on the yellow icon will pull up a list of reps that currently have you listed in their Contacts. Simply select one (or more) with whom you’d like to share your order. Note, this is different from old Edelweiss in that it gives you ultimate control over who sees your order when.
After you Save this created order, you’ll receive a warning if you’ve not yet shared it with a sales rep, just to act as a reminder.
To share with your reps later:
On your Orders page, you’ll see any orders you’ve created, like so:
For this help document, we’re focusing on the Shares tool, indicated by the arrow in the image above. An order is private to you and your coworkers at this point. To share it with a sales rep, click the yellow circle or the “people” icon. You’ll pull up a list of sales reps who have you listed in their personal Edelweiss contacts list, listed according to the name of the publisher or rep group. So, you’ll find sales reps for HarperCollins listed under H, and reps for the rep group Abraham and Associates will be listed under A. Note, however, the Type Here to Find… field, highlighted below. You can also search for a rep by name. This is the quickest method.
Again, if you do not see your sales rep listed there, you’ll want to ask them to add you to their Contacts. This is something you’d need to do just once.
To share with a rep, just click on their name. Check the box next to their name if you’d like to send them an email, as well. They’ll also be alerted of your shared order in their own Notifications on their homepage.
In the process of emailing an order to your reps, you’ll have the opportunity to send the Send Notification email that you might be used to from Edelweiss Classic. Basically, the options here allow you to let your rep know if your order is completed, if you’re just getting started, etc.
You can see a history of these email notifications here:
Click there to see a copy of any emails you’ve sent in this way.