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Catalog
Catalog
Getting started and best practices for setting up and maintaining the products and services you sell
20 articles in this collection
Written by
Joseph Hayes
Product Resource Sheets
View and download product specification sheets, installation manuals, and user manuals in PDF format.
Written by
Joseph Hayes
Updated today
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
Written by
Joseph Hayes
Updated today
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
Written by
Joseph Hayes
Updated today
Getting started with Labor Types
How to setup labor types and labor rates so you can apply labor to Products, Services, and Allowances
Written by
Joseph Hayes
Updated today
Packages
Everything you need to know about creating, using, and adding packages to a quote
Written by
Joseph Hayes
Updated today
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.
Written by
Joseph Hayes
Updated today
Services
Getting started with everything you need to know about services
Written by
Joseph Hayes
Updated today
Setting price by length
How to price items that you purchase in bulk like cable, wire, and conduit.
Written by
Joseph Hayes
Updated today
Suppliers vs. Brands
Determining the difference between suppliers and brands in the catalog and the quote.
Written by
Joseph Hayes
Updated today
Managing Suppliers with Supplier Rules
How to set Supplier on products automatically with a Rule
Written by
Joseph Hayes
Updated today
ADI Pricing Integration
Connect to ADI to get integrated pricing from ADI so you don't have to manage your dealer costs.
Written by
Joseph Hayes
Updated today
Import Products
Best Practices: Formatting a file for import
How to format your file for import to work as easily as possible
Written by
Joseph Hayes
Updated today
Import Products into D-Tools Cloud
Import products using CSV or Excel file into D-Tools Cloud
Written by
Joseph Hayes
Updated today
Import Products from D-Tools SI
Import products from your D-Tools SI platform
Written by
Joseph Hayes
Updated today
FAQ: Can I import packages, services, or allowances?
Import CSV only gives the ability to import products. Allowances, services, and packages will have to be created from scratch in DT Cloud
Written by
Joseph Hayes
Updated today
What fields can I import with my products?
When importing products through CSV/excel, these are the fields you can include and what will be ignored
Written by
Joseph Hayes
Updated today
Import Products from QuickBooks Online
Getting your QuickBooks Online products into D-Tools Cloud
Written by
Joseph Hayes
Updated today
Maintaining Costs and Price
Managing Pricing with Brand Price Rules
How to set Cost and Price on products automatically with a Rule
Written by
Joseph Hayes
Updated today
i3 Partners vs. Other Suppliers
The benefit of working with i3 Partners
Written by
Joseph Hayes
Updated today
Sync to Supplier Provided Unit Cost
Sync dealer costs from your supplier, provided and managed by them, so you don't have to 😀
Written by
Joseph Hayes
Updated today
