Treeline Analytics Tips and Tricks: Treeline and Edelweiss Collections

By Joe Foster, Edelweiss/Treeline Education and Outreach Coordinator

Here’s a quick and easy tip to help you get individual titles or lists of titles that you see in Treeline Analytics added to a Collection in Edelweiss. Once they are in a Collection, you’ll be able to order as usual, make orders visible to reps, and export to your POS system.

Note: Collections in Edelweiss are simply a way for you to create custom catalogs; they can be pretty useful.

The new tool is available by clicking into Treeline Analytics from your Edelweiss homepage:

For tips and tricks for using Treeline on this newer platform, click here.

Once you have a list of titles and you’d like to take action, just either check the box next to a relevant title or use the top checkbox to select them all:

And then click Add to Collection. You’ll see this box:

You can add these titles to an existing Collection, or you can create a new one. If you do choose to create a new Collection, you’ll get to name it and comment on it:

In Edelweiss, you will find the new Collection on your Collections tab. Click on the name of the Collection, and you’ll be able to view it just like a catalog.

From within that Collection, you can create orders, tags, reviews, etc. You can find details about creating and using Collections here.

Questions? Don’t hesitate to contact Treeline and Edelweiss support at [email protected].