Bamboo Sales offers a comprehensive solution to manage your accounts, products, campaigns, and orders, while also providing in-depth sales analytics to identify new opportunities—all within a single application.
Clients
The Clients menu is the starting point of Sales. From here, you can add and manage accounts, create Pricing Groups to organize accounts and assign pricing, and set up Distribution Lists for streamlined mass communication.
Sales manages all client accounts, including retailers and testing labs. Accounts must be added to receive campaigns, emails, invoices, COAs, and access the live Offer Menu for order placement. Once added, accounts can also be organized into Pricing Groups and Distribution Lists.
If you need help importing your existing client list in bulk, contact the Bamboo Team through the in-app help. We'll provide a Google Sheet for you to complete, and our team will handle the import process for your company.
Products
Once accounts are added, the next step is to create products, which can be managed from the Products menu. Before adding products, you must first set up Brands and Categories.
Before adding products to Sales, you must first create their associated brand(s). Enter the brand details, upload a logo or branded image, select the associated license, and optionally include a brand description.
Creating categories in Bamboo is simple. Enter a Category Name and check the "Includes Weight & Strain" box for traceable product categories. For non-traceable items like batteries or accessories, leave this box unchecked.
Once you've added your Brands and Categories, you can begin creating Products. The Brands and Categories from the previous steps will be available as options in the drop-down menus.
If you selected the "Strain & Weight" option when setting up the product category, you'll also be able to specify the strain and weight for the product at this stage.
You can also Create Multiple Products from this modal by selecting the checkbox at the top. While all products must belong to the same Category and Brand, you can assign different names, weights, strains, and prices for each.
Inventory Allocations define the inventory levels and limits for the products you wish to sell.
Please note that to remove unwanted products from the Inventory Allocation, simply check the relevant products and click the "Remove" button. If your Inventory Allocation has a lock icon, you'll need to locate the associated Offer and place it on hold. This will unlock the Inventory Allocation, allowing you to make updates.
Inventory Allocation (IA) Locked (Unlock required for modification)
Offer (Put on Hold)
Please note: If you wish to keep the product in the Inventory Allocation (e.g., due to multiple Offers linked to the main IA), you can hide it from the associated Offer instead of removing it by unchecking the checkbox under the Visibility column. To update the Offer, it must first be put on hold. After making the necessary changes, you can reactivate the Offer.
Creating an offer requires selecting the products you wish to sell, setting offer (discount) pricing if needed, and defining quantities and limits for those products at the Offer level. You can also preview the Sales Menu before launching a Campaign.
Please note: Only use Offer pricing if it represents the final (typically discounted) price for the product. If you leave the Offer pricing blank, the Sales Menu will default to the Pricing Layers you've set, such as Product Pricing, Pricing Group, or Custom Client Pricing.
Offer > Create Campaign / Preview & Styling
Preview & Styling
Campaigns are used to send Offers to clients and/or sales reps for order input. You can choose to send either an Email or a Link campaign to your accounts. A Link campaign creates a link that provides immediate access to the live offer menu, while an Email campaign sends offers via email. When accounts receive an email campaign, they can click any Call-to-Action button in the email to instantly access the live offer menu.
If you wish to send proposals or recommended orders to your clients, it's recommended to use Link Campaigns for this purpose.
After orders are submitted by clients or sales reps, they must be approved before fulfillment and the ability to be manifested. Approving an order involves reviewing the order details, confirming products, quantities, credit adjustments (if applicable), and pricing.
Please note: If you need to edit an order after approval, change the order status to Pending, make the necessary edits (such as adjusting prices, quantities, adding or removing products, etc.), and then re-approve the order.