D-Tools

How to format your file for import to work as easily as possible

Best Practices: Formatting a file for import

How to import products via a CSV or Excel file into D-Tools Cloud

Importing products into D-Tools Cloud

How to import products from D-Tools SI to D-Tools Cloud

Importing products from D-Tools SI to D-Tools Cloud

How to import products from QuickBooks Online into D-Tools Cloud

Importing products from QuickBooks Online

How to add products to your catalog from D-Tools Library

Adding products from D-Tools Library

How to configure the updates to products from D-Tools Library to the Cloud catalog

Configuring product updates from D-Tools Library to the Cloud catalog

How to price products such as cable, wire, and conduit by length in feet or meters

Setting Price by Length

How to add UPC, EAN, and ITF barcode numbers for products

Adding product barcodes

Marking items as favorites in the catalog so they appear in a distinct tab when you search for them within the quote

Marking items as favorites

View and download product specification sheets, installation manuals, and user manuals in PDF format.

Managing product resource sheets

How to filter and remove Discontinued products from the catalog

Removing discontinued products from the catalog

How to create different sell units under Settings and apply them to products so you can add and sell products as multiple units

Creating sell units and selling products in multiple quantities

How to update the Inventory mode of the products that are under Inventory Management

Updating the Inventory mode of products

How to view the price and cost change history of a product

Viewing the price and cost change history of a product

Ashok P

Kimberly Craven

Amy Blanton

Learn how to add, import, and manage products on D-Tools Cloud

Import and Manage Products

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