Skip to main content
Deutsch Español Français Italiano 日本語

JOOR Market Readiness Checklist

Updated

Overview

Here’s a checklist with a few of our best practices and recommendations (with links to more information!) along with a few short webinar recordings so you can prepare for a successful market and trade-show season with JOOR!
​
Best practice is to begin the process of preparing for the market 2 weeks before your first market appointment to give time to make adjustments, assure accuracy & give retailers a buying experience they’ll love.
​
The steps to ensuring a successful market are:

  1. Refreshing and updating product data, linesheet and catalogs for the new season
  2. Prepping & uploading visual content to appeal to buyers with strong imagery
  3. Preparing your virtual showroom with creative content including images, videos, 360º and 3D imagery, text, and more to put your best foot forward and increase market appointments
  4. Utilise several JOOR tools to manage follow-up communication and track buyer engagement

See below for a detailed checklist.

Getting Ready for Market: The Web

Pre Market on the Web

  • Customers
    • Make sure any new customers are uploaded and synced at least one week before appointments begin
    • Update your existing buyers to ensure that they are able to access JOOR
  • Sales Reps
  • Custom Profile
    • Make sure your profile is updated with new season/collection info (linesheets, images, videos, editorial, copy, etc)
    • Share your QR code by taking a screenshot or printing it out to display at your trade-show booth
  • Linesheet management
    • Visibility: Make public, set visible to all, assign to specific retailers (required for Pro Retailers).
    • After you’ve finalized/updated linesheets on JOOR, set them to Sync to iPad
  • Payments
    • If you want to take credit card, ACH or SEPA direct debit via JOOR payments, make sure to set up JOOR Pay

During Market on the Web - (Video)

  • Appointments on JOOR
  • Profile Dashboard
    • Go to your profile dashboard to check out who has been viewing and favouriting your profile.
  • Payments
    • Once a PO has been created, send out an invoice for payment using the actions menu on the order management page.

Post Market on the Web - (Video)

  • Order Management
    • After syncing your orders from the iPad to the web, make sure to assign retailers to any unassigned orders.

Getting ready for market: Data Uploader

For faster service be sure to select the correct request type and follow the below guidelines.

  • Customer Data
    • Ensure you have downloaded the most recent JOOR PRO Customer Data Template and all mandatory (pink) fields in the template have been completed
    • You've included states for the following countries: Australia, Canada, Japan, and the United States.
    • Price type labels, sales reps, and payment & shipping methods match your account’s Order Settings.
    • You have included only one email in the required "Email" column. (Additional buyers should be listed in the "Additional Emails" column and may be comma-separated).
    • Customer data updates are indicated clearly by highlighting the fields and/or letting us know specifically what needs updating.
    • If you need to add 1-5 connections urgently, please reach out to JOOR Product Support using the chat feature.
  • Linesheets
    • Ensure you have downloaded the most recent JOOR Pro Linesheet Template from our Help Center, and all mandatory (pink) fields in the template have been completed.
    • Ensure price type labels match what you have set up in your Order Settings.
    • Ensure each unique style has identical values in fields that are not part of your account's Style Identifier (or "key fields"). For example, if your identifier is style number, each style should have the same description, silhouette, wholesale price, etc.
    • Ensure Style Tags & Badges have been created in your Style Settings prior to adding them to your linesheet template.
  • Images
    • To ensure smooth processing, please verify that image links are not password protected to avoid delays.
    • Additionally, please adhere to JOOR's recommended image naming conventions:
      • For basic images: style_number+color_name+order_nbr.jpg.
      • For complex images (if applicable): style_nbr+fabrication+color_name+order_nbr.jpg
    • For detailed instructions on adding your images, click here.
  • Style Updates
    • When updating styles, please follow these guidelines:
      • Enter your changes into a JOOR linesheet export, which can be downloaded from your account.
      • Do not remove any columns from the export.
      • Highlight the fields to be updated.
      • Clearly indicate in your request what changes you are having updated to avoid delays.

All requests come with a 24-48 hour service level agreement. If you have an urgent request that needs to be expedited, please inform us, and we will make every effort to shorten the turnaround time.

Getting ready for market: The iPad App

Pre Market on the iPad (Video)

  • Ensure you download/update the latest version of the JOOR for Brands app, identified by a black icon with white writing. Additionally, ensure your iPad has the latest iOS software installed, which is currently iOS 16.
  • Before attending shows, ensure you sync all the linesheets needed for the day while connected to strong Wi-Fi.
  • If necessary, create an event under your Order Settings to tag orders from a specific show as "[SHOW] [DATE]" for detailed sales reports.

During Market on the iPad (Video)

  • Follow these steps to place orders on the app.
  • PO's will automatically separate by linesheet on the iPad app. If you want to create one PO from multiple linesheets on the app you need to merge orders.
  • Remember to sync all orders from the JOOR iPad app to the JOOR web at the end of each day with the help of the scanner.

For immediate support in troubleshooting any issues you encounter while using the JOOR web or iPad App during a market or trade show, please contact our Product Support team. You can reach them via the instant chat button located in the bottom right corner of your screen or by calling them at 212-673-3970.

Additionally, here is a guide that you can share with buyers to enhance their confidence in using JOOR. It explains the major features and functions to help them better understand how JOOR works for them.

 

Related to

Related articles