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Automate Line Sheets
with Surefront Report Builder

Masterfully manage data and line sheets to
give your sales team 40% or more time back.

Automate Line Sheets with Surefront Report Builder

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Customize line sheets and data exports, then send them to internal or external stakeholders in seconds. 

Sales teams don’t function optimally when they’re mired in repetitive clerical tasks. So, let freedom reign. Surefront's line sheet report builder lets you import data from any Excel document into our visual catalog.

Automatically set up item sheets. Share data and line sheets with potential buyers in a snap. Then kick back and revel at all your business can achieve with 40% more time.

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Calm the chaos

Are you using multiple tools to connect your process across companies? You don't have to!

Surefront enables brands and suppliers to present showcases to various retailers, easily meeting each retailer’s unique formatting requirements to drastically reduce the potential for human error.

Retail buyers can review your product specs, ask questions, request quotes and finalize orders, directly on the platform, from anywhere. 

Calm the chaos

Collaborate with speed

How does Surefront save 40% of your time each day? We let you customize assortments, build quotes, automate formatting for item setup/PO worksheets, and finalize purchase orders for each buyer in just a few clicks. 

Simplify your retailer management process to create a quicker, more seamless journey, from showcase to order.

Collaborate with speed

Everything is clear

With Surefront, you can be sure nothing is lost in translation. Thank automated data entry, object-oriented historical data, and built-in data transparency tools for this unique capability.

Surefront efficiently and effectively eliminates mistakes on quotes/orders, so your brand or retail teams can move more easily through the buying process.

Use Surefront to save and retrieve order data, reference historical quotes, or adjust and customize formatting. One simple solution addresses all of your business needs.

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What is a line sheet in a retail or wholesale context?

In retail or wholesale, a line sheet template (aka an item setup sheet) is a form used by manufacturers, suppliers, or brands to present their products to new buyers, like a retailer or distributor.

A line sheet usually has contact details for the sales person. It has details like: product images, descriptions, pricing, SKU numbers, available sizes or variants, shipping policy, and relevant ordering, pricing and payment terms.

This product line overview can help a buyer quickly assess their existing assortment to make informed purchasing decisions.

Line sheets are used by retail buyers in the fashion business, and by those in accessories and home goods industries. Retailers can review a line sheet to get all the information they need to select products for their store or e-commerce platform.

They also help to place orders and track inventory.

Item setup sheets are usually in digital formats, for example, but they can also be printed for trade shows, or mailed directly to purchasers. They help retailers and suppliers showcase essential product information in a visually appealing and informative way.

What is the purpose of a line sheet in the retail industry?

In the retail industry, the purpose of a line sheet is to showcase a supplier's or manufacturer's product offerings to a buyer.

A line sheet has several important functions:

  1. Product presentation

    Make a line sheet for a visually appealing overview of a supplier's product line. The sales tools can be used to showcase product images, descriptions, pricing, and other critical information in an easily comprehensible way.

  2. Simplified ordering

    Buyers can use item setup sheets to easily review and select products for their retail store or e-commerce platform. A line sheet simplifies the ordering process by consolidating key product information into a single document.

  3. Efficient communication

    Create a line sheet to use as a communication tool between suppliers and procurement.

    Suppliers can share important details like contact info, last date purchased, and product information: SKU numbers, available sizes/variants, pricing - including wholesale prices - shipping information, and ordering terms.

    This information exchange streamlines communication, ensuring both parties are on the same page about product availability and pricing.

  4. Decision-making support

    A line sheet gives buyers information to evaluate product offerings and make an informed decision. Use them to compare products and assess pricing structures. Additional factors such as product features, quality, and market trends should also be considered.

    Line sheets help procurement teams determine which products will sell to their target market.

  5. Marketing and branding

    Line sheets can help suppliers differentiate themselves. Suppliers can create a line sheet to use as a B2B marketing tool, showcasing their logo and brand identity.

    The layout, design, and visual presentation of the line sheet should reinforce the brand image to sell a cohesive look and feel.

A linesheet can help suppliers communicate their product features to simplify the ordering process and support positive decision-making.

What information should be included in a line sheet?

Are you ready to make a line sheet? It typically includes the following:

  1. Product images

    To sell products, high-quality product images are essential. Images should accurately represent the collection and products' key features.

  2. Product descriptions

    Include concise descriptions of each product. Descriptions should highlight: key features, price, materials, dimensions, colors, style numbers, and any other vital information.

  3. SKU numbers

    Each product should be assigned a unique SKU number to identify and reference products during the ordering process.

  4. Pricing

    Clearly position the pricing for each product on the order form. You can include both your wholesale prices and suggested retail prices.

  5. Sizes or variants

    If the brand's collection comes in various sizes, colors, or variants, include this information.

  6. Ordering information

    Include exactly how suppliers can place orders. This may include: contact information, order minimums, lead times, an order form, and any specific sales terms for placing orders.

  7. Branding and contact information

    A line sheet should display the supplier's branding, like their company logo and contact information. This helps a buyer to easily reach out with questions, or to place orders.

  8. Additional information

    Other relevant information could include, for example: the brand's story, production schedule, material components, care instructions, packaging information, and any special features or certifications.

Linesheets make retail and wholesale operations less time consuming, while helping retail business owners confirm brand orders in a fraction of the time.

You'll want to strike a balance between providing information to help potential buyers make decisions and making the line sheet visually appealing. Vendors can provide a template to give you an idea.

Can a line sheet be shared electronically with buyers or retailers?

In short, yes. A line sheet can easily be shared electronically with buyers and retailers. Electronic line sheets are more convenient than the print kind. They're also faster to make and share, and more cost-effective.

There are several ways to share a line sheet digitally.

Firstly, a line sheet can be attached as a PDF file, then sent directly via email to procurement teams/retailers. This simple method is widely used, letting recipients open the line sheet templates and view them on their various devices.

Using specialized software, a line sheet can be converted into an interactive digital catalog or flipbook. Online catalogs are digitally hosted so they can be shared with purchasers through a link, or embedded on a website.

Online catalogs usually provide features like zooming, searchability, and page flipping to enhance the procurement experience.

Line sheets can be uploaded to most cloud storage services, such as Google Drive, Dropbox, or OneDrive. Retailers can be given a secure link to access and download the order form from anywhere. This ensures that the most up-to-date versions of the sheets are always accessible.

How is a fashion line sheet different?

Fashion line sheets have specific features to service the unique needs of the fashion industry. These features let the apparel brand directly share data with a potential buyer or retailer from within their platform.

For fashion brand purposes, the line sheet acts as a centralized hub for all of an apparel brand's clothing line and sheet management.

Select retailers with a B2B e-commerce platform or an online portal for wholesale customers can integrate sheets right into the platform. This lets customers access all product details directly when they browse your product catalog to place orders.

Are line sheets primarily used for wholesale prices or can they be used in retail as well?

Item setup sheets are used in wholesale business settings where suppliers or manufacturers need to give potential buyers product information.

Line sheets can also be useful to sell product in retail settings –– especially for retailers in the private label business, those that offer custom ordering, or for brands that have a large collection.

In retail stores, a line sheet can serve several purposes.

For retailers that develop branded products or offer custom variations, a line sheet can help communicate their specific requirements to brands.

Line sheets also help retailers specify product information, ensuring that all of their suppliers are on the same page and prepared to fulfill the unique requirements that fall under their brand name.

Retailers who curate products from various vendors or manufacturers can utilize a line sheet to compare offerings and make informed decisions about which brands and/or products to stock.

Line sheets let retailers evaluate suppliers' entire brand including: pricing, product data, lead times, minimum order quantities, shipping date and certain elements that are relevant when selecting vendors.

Retailers often get requests for special orders or bulk purchases from customers. A line sheet can easily be used to easily share brand information with customers. It shares: product options, pricing, and shipping details for special orders.

This helps retailers efficiently communicate all available options to manage the ordering process and sell more products.

A line sheet template can also be used internally by a retail organization. It can serve as a reference tool for staff.

Different teams can share a line sheet to streamline data to ensure they're aligned about product knowledge, messaging, and whether to accept returns from certain entities.

While the primary use of line sheets is still wholesale settings, retailers can creatively utilize line sheets to keep messaging on brand and fulfill their unique business needs.

How can item setup sheets help with order placement and inventory management?

Line sheets play a major role in retail order placement and inventory management.

A line sheet usually includes SKU numbers, which help buyers identify and reference specific products accurately when placing orders.

A line sheet typically includes information about available sizes, colors, or variants for each product. This helps buyers select the desired quantities and variants when placing orders.

A line sheet can be used as a sales tool, as it includes pricing information for each product, including both wholesale price and suggested retail price. This transparency lets a buyer quickly understand the costs associated with different products.

A line sheet also specifies any special pricing tiers or volume discounts available, so buyers can take advantage of opportunities to enhance ROI.

A line sheet can indicate the availability of products, or provide estimated delivery dates. This helps buyers assess whether a desired brand of products are in stock, and when they can expect to receive them.

Line sheets can also be used as a reference point for buyers to place subsequent orders or request replenishments. When a buyer has fast visibility into product availability and can easily reference a line sheet, they can proactively initiate the replenishment process to ensure stock levels stay full.

Line sheets serve as a vital tool in the order placement process. They aid in inventory management by providing buyers with all the details and necessary information to make the right purchasing decisions.

Are there any tools available for creating line sheets and managing them more efficiently?

Absolutely. There are several tools and software options that can help your team create eye catching line sheets - and tell your story - more efficiently. A line sheet template can guide you.

You can use graphic design software like Adobe Photoshop to create a more professional-looking line sheet. You don't have to be a graphic designer to use these tools, which offer a range of design elements, templates, and customization options.

There are also online platforms designed for creating and managing both digital line sheets and product catalogs. The platforms often offer customizable line sheet templates, drag-and-drop interfaces, and features for product organization, pricing, and sharing.

You can use Microsoft Excel or Google Sheets to create simple line sheets. They provide basic formatting and organization capabilities to help you present product information, pricing, and other details in an easily comprehensible, tabular format.

There are also software tools that are specifically designed for creating and managing line sheets. When choosing a tool or software, consider your specific needs, budget, and the level of customization and functionality required.

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