Catalog

Getting started and best practices for setting up and maintaining the products and services you sell

Nick Powers avatar Joseph Hayes avatar
20 articles in this collection
Written by Nick Powers and Joseph Hayes

Product Resource Sheets

View and download product specification sheets, installation manuals, and user manuals in PDF format.
Joseph Hayes avatar
Written by Joseph Hayes
Updated over a week ago

Using Accessories

Add accessories on to products so you can have them apply every-time you add to a quote. They also show as related to the parent item
Nick Powers avatar
Written by Nick Powers
Updated over a week ago

Add Accessories to products in the catalog

Add accessories for products in the catalog so you don't have to add everytime in the quote
Nick Powers avatar
Written by Nick Powers
Updated over a week ago

Getting started with Labor Types

How to setup labor types and labor rates so you can apply labor to Products, Services, and Allowances
Nick Powers avatar
Written by Nick Powers
Updated over a week ago

Packages

Everything you need to know about creating, using, and adding packages to a quote
Nick Powers avatar
Written by Nick Powers
Updated over a week ago

Allowances

Use allowances to quote future items that might not be specified yet, or items you don't need to specify but need to charge the customer.
Nick Powers avatar
Written by Nick Powers
Updated over a week ago

Services

Getting started with everything you need to know about services
Nick Powers avatar
Written by Nick Powers
Updated over a week ago

Setting price by length

How to price items that you purchase in bulk like cable, wire, and conduit.
Nick Powers avatar
Written by Nick Powers
Updated over a week ago

Suppliers vs. Brands

Determining the difference between suppliers and brands in the catalog and the quote.
Nick Powers avatar
Written by Nick Powers
Updated over a week ago

Managing Suppliers with Supplier Rules

How to set Supplier on products automatically with a Rule
Nick Powers avatar
Written by Nick Powers
Updated over a week ago

ADI Pricing Integration

Connect to ADI to get integrated pricing from ADI so you don't have to manage your dealer costs.
Nick Powers avatar
Written by Nick Powers
Updated over a week ago