How to Create a Wholesale Line Sheet

jewelrywholesalelinesheet.jpg

 

A TUTORIAL FOR JEWELRY MAKERS & SELLERS  

Creating a wholesale line sheet template for your jewelry business doesn’t have to be complicated.

In this article, we’ll break down the steps to creating a wholesale line sheet for jewelry so that you can get back to making!

If you need a wholesale line sheet template immediately and don’t have time to make it yourself, skip to the end of this article and download the wholesale line sheet template that you can customize with your jewelry business information, photos, logos, and prices right now.

What You’ll Need:

  • PICTURES OF YOUR WHOLESALE INVENTORY

Unlike photos you take for your target jewelry customer, wholesale photos should be simple and free of props. You want to retailer to focus on your jewelery and be able to quickly understand the various options available to them. Consider a white background.

  • MICROSOFT WORD

Don’t have Microsoft Word? No worries! You can download a free trail version for Mac or Windows here: http://products.office.com/en-us/try

Let's Get Started!

STEP 1: OPEN MICROSOFT WORD

For this tutorial, I’m using Microsoft Word 2011 on a Mac. However, the general steps apply to any version of Microsoft Word you may be using. 

 Woohoo...A blank sheet of paper! 

Woohoo...A blank sheet of paper! 

STEP 2: MAKE YOUR PAGE LANDSCAPE

Why landscape? Retailers often file wholesale line sheets, so making it landscape will make them easy for retailers to find them later!

Step 2, Part 1: To make your document landscape, go to the ‘File’ tab, select ‘Page Setup’. 

 Selecting 'File', then 'Page Setup'

Selecting 'File', then 'Page Setup'

Step 2, Part 2: Switch the orientation from portrait (default for most) to landscape under “Orientation’. 

 Switching the Orientation from 'Portrait' to 'Landscape'

Switching the Orientation from 'Portrait' to 'Landscape'

Now your page should be landscape!

STEP 3: OPEN THE PAGE HEADER

To open the header of your page, double click near the top of your document (the white space). This will open the header space, which will allow you to complete the next step.  

 Opening the 'Header' space. Note that the footer opens automatically too.

Opening the 'Header' space. Note that the footer opens automatically too.

STEP 4: INSERT A TEXT BOX AND ADD CONTACT INFORMATION

In the header space that you opened in Step 3, insert a text box. The text button button is available in the “Home” toolbar or you can navigate there by clicking the “Insert” tab and then clicking, “Text Box”. 

 Selecting 'Text Box' from the Toolbar Menu under 'Home' 

Selecting 'Text Box' from the Toolbar Menu under 'Home' 

Once you have a text box, enter your name on one line. Enter the following contact information:

  • Your Name
  • Your Website Address
  • Your Email Address
  • Your Phone Number 
 Entering Contact Info Into Your Text Box

Entering Contact Info Into Your Text Box

STEP 5: INSERT A LOGO

Once you have your contact info inserted in the text box, then you can insert your logo.

Go to the ‘Insert’ tab, select a ‘Photo’, then ‘Picture from File’. A window with your files will appear. Navigate to your logo and ‘Insert’ the picture you want to appear as your wholesale line sheet logo. For the purposes of this article, I’ve created a fake business called, Jewels & Baubles and already made a fake logo for the business.

 Inserting a Logo From File

Inserting a Logo From File

This is what the new logo looks like in the header space. You can play around with the logo to position it exactly how you want using the photo alignment tools. 

 Formatting the Logo in the Header

Formatting the Logo in the Header

STEP 6: INSERT A TABLE

Go to the ‘Insert’ tab, select ‘Table’. For this table, there are 3 columns and 2 rows. You can make as many rows and columns as you prefer, but remember to keep the sheet as simple and easy to read as possible. This isn’t for your target customer audience, but for a potential retailer. 

 Inserting a Table

Inserting a Table

STEP 7: INSERT PRODUCT PHOTOS INTO THE TABLE

Insert a photo of your first product into the first cell of your table.

Step 7, Part 1: Go to the ‘Insert” tab, select “Photo from File” and the navigate to your chosen product shot and choose ‘Insert’.  

 Inserting A Product 'Picture From File'

Inserting A Product 'Picture From File'

You’re now ready to start formatting.

Step 7, Part 2: We’ll center the photos that will serve as the placeholders for our example products. 

 Formatting the Product

Formatting the Product

Step 7, Part 3: Repeate step 7 as many times as needed for the volume of your wholesale inventory. Create as many different cells as you need for all of your products. This may result in multiple pages.  

STEP 8: ENTER PRODUCT INFORMATION

You’re now ready to enter product information for your prospective retailer including:

  • Product Name
    • What is the title of this product? 
    • Tip: Keep it short and simple so that retailers can refer to it later
  • Product Material
    • What is your jewelry product made out of? 
    • Tip: Be as specific as possible (e.g. sterling silver versus metal)
  • Product Size
    • What sizes are you offering? 
    • Tip: Options might include One Size Fits All, Ring Sizes, Necklace Lengths, etc. 
  • Product Price
    • What is the wholesale price per item? 
    • Tip: A good starting place is half (1/2) the amount you charge for retail
    • Bonus: If you won't cover the cost of your materials and labor by cutting your retail prices in half, then your retail prices may not be high enough
  • Product Minimum Wholesale Order Amount
    • How many pieces of this product does a retailer need to buy for a single order?
    • Tip: The more expensive your material are and the harder it is to produce the product, the higher your minimum order should be 
  • Product Item #
    • What is the product number in your inventory? 
    • Tip: This will make you look like a professional. You can always make this number up. As you grow, you'll have lots of products. This number helps if you have a corresponding order form. It is a short hand for your product title that allows you to quickly find your inventory
 Entering Product Information

Entering Product Information

In the picture above, we've shown you the product information categories in the top row and provided some examples of possible information in the second row. The possibilities are endless! Do what works best for your jewelry collection. If you're selling the same ring in multiple sizes, you can put product sizes and then list the range you will sell. Just remember that the retailer will need to be specific about how many sizes of each ring they want when they place the order. 

STEP 9: REMOVE BORDERS

Step 9, Part 1: Double-click on the entire table so that it is selected. 

 Selecting The Entire Table

Selecting The Entire Table

Step 9, Part 2: Under “Tab’, select ‘Properties’. A dialogue box will pop-up. 

Remove all of the borders (left right, top, bottom, and middle) until the preview shows a borderless table. 

 Removing All The Borders

Removing All The Borders

FINAL STEP: ADD PAGE NUMBERS

This step is especially important if you have multiple pages. It will give your document a polished look and feel. 

Go to the ‘Insert’ tab and select ‘Page Numbers’.  

 Selecting Page Numbers from the Insert Tab

Selecting Page Numbers from the Insert Tab

A window will pop up that will allow you to customize your page numbers for this tutorial, the page numbers are aligned at the center of the page at the bottom. 

 Customizing Page Numbers

Customizing Page Numbers

And here’s the finished product: 

 Voila! You're ready to go!

Voila! You're ready to go!

If you want to skip these steps and download this exact wholesale line sheet template, check out the Jewelryosophy 360 Shop for the digital file that is available for purchase.

If this tutorial was helpful, then you'll love the Jewelryosophy 360 Community where we share tips, tricks, and strategies for improving our jewelry and growing our business at every stage. You can find out more information and join today by clicking below.