Field notes / Wholesale preparation

What to put in a three-product wholesale line sheet

Put three products, their photos and your wholesale terms in one document. Check the PDF before you send it.

A shop asks to see three of your card designs. You already have the photos, product details and wholesale terms, but they are spread across notes and messages. A small line sheet can bring that offer together so the retailer can understand what they would order.

Choose the three products and settle the terms

A line sheet presents products, prices, terms and ordering information. Wholesale In a Box's line-sheet guide explains that broader purpose. The three-product approach here is deliberately smaller: three selected designs sharing a format, wholesale unit price and pack rule. Your shop can have a larger range.

Check what the retailer asked for first. If they require a portal or vendor form, follow that route. If the three products need different prices or pack rules, show those differences explicitly in a suitable document rather than squeezing them into shared terms.

Keep each photo, name and SKU together

Give each selected product a clear photo, readable name and distinct SKU. The code should identify the same design in your records and in an order. Check each photo against the name and SKU in your records before working on the layout.

In a fictional example, a maker selects Morning Fern, Little Orchard and Blue Lantern, with codes CARD-01, CARD-02 and CARD-03. Each photo must match its own name and code. These are fictional products, used to show what to check.

Make the shared terms understandable

State the terms you have already chosen. The sheet organizes your offer; it does not decide your price, minimum order or delivery conditions.

  • Product specification: shared size, format and what is included.
  • Wholesale unit price: the amount, currency and selling unit. Say what is included and what is charged separately.
  • Pack rule: how many units are in a pack and whether that applies per design or to a mixed pack.
  • Minimum order: the quantity or amount and what it applies to.
  • Payment: your actual timing and conditions.
  • Lead time: availability and when the stated time begins.
  • Shipping or pickup: the agreed route and how any charge is handled.
  • Contact and next step: where the retailer should send an order and what information to include.

For another fictional example, "USD 3 per card; packs of six per design; minimum order 24 cards across the order" distinguishes unit price, pack size and order minimum. It is an illustration of wording, not a pricing recommendation. Confirm that your own terms work together.

Read the pack rule and minimum together: in that example, an order of 12 Morning Fern cards and six of each other design makes 24 cards, all in full packs. A request for four of each design would meet neither the pack rule nor the minimum. Try a sample order against your own terms too. This helps you catch confusing wording; you still need to decide whether the offer works for your business.

Check the PDF you will actually send

Before exporting, finish the required details and remove placeholders, unused optional rows, internal notes and draft labels from the real-use document. A fictional example shared as a demo should retain its example label.

If you work in Notion, Notion's export instructions describe PDF export, content options and paper size. Export the working line-sheet page with its images. Once it downloads, open the PDF and inspect every page. Notion also notes that failed PDF exports may fall back to HTML. An HTML file is not the PDF you intended to send.

Export again after changing the offer

Changing the source page does not update an earlier PDF. Recheck and export the revised document, then use a filename that distinguishes it from the earlier version. Send the checked file through your normal channel. The retailer can read a PDF without a Notion account.

The products and prices in this guide are fictional examples, not pricing recommendations. Use it to prepare an offer you have already decided, then follow your template's own setup instructions if you use one.

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