How to create a Presentation

This tutorial will show you how to make a Presentation, including Products; which can be added in several ways, including manually creating custom Products, as well as copying from the existing OneSource by OMG database that provides images, prices, and descriptions for Products and their corresponding Options available from over 40 suppliers.

Note: Our platform accepts JPG/JPEG and PNG for images.

Article Sections

• Create a New Presentation
• Ways to Add a Product

Create a New Presentation

You'll want to ensure that your Customer for your Presentation is first entered under Customers on the left menu to make this process streamlined.

1. Select the Presentations tab in the left menu.
2. Select the Presentations sub-tab.
3. Select the +Add New Presentation button in the top right.

Once you have a Customer entered, you'll be able to add a separate/different Contact if necessary, then the +Add Product button will light up. Please keep in mind that the Expiration Date is required, as this connects to Printavo's Due Date field.

Ways to Add a Product

You'll want to ensure that your Supplier for your custom Product is first entered under Suppliers on the left menu to make this process streamlined.

1. Select the +Add Product button.
2. New Custom Item - This allows you to create a Product from scratch. We recommend this for fully custom Products that cannot be sourced from a Supplier through option 4.
3. Pull From Presentation - This allows you to pull a Product from a different Presentation into your new one.
4. OneSource by OMG - This allows you to search the available listings from suppliers that provide Product data to the OneSource by OMG database. Please keep in mind that any options not available are due to supplier data not being present. Once you have several Products selected, you can select Review Selected Colors, then Add To Presentation.