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Catalog

Catalog

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

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20 articles in this collection
Written by Kimberly Hirsch

Product Resource Sheets

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

Packages

Everything you need to know about creating, using, and adding packages to a quote
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Written by Kimberly Hirsch
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.
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Written by Kimberly Hirsch
Updated over a week ago

Services

Getting started with everything you need to know about services
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Written by Kimberly Hirsch
Updated over a week ago

Setting price by length

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

Suppliers vs. Brands

Determining the difference between suppliers and brands in the catalog and the quote.
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Written by Kimberly Hirsch
Updated over a week ago

Managing Suppliers with Supplier Rules

How to set Supplier on products automatically with a Rule
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Written by Kimberly Hirsch
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.
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Written by Kimberly Hirsch
Updated over a week ago
Import Products

Best Practices: Formatting a file for import

How to format your file for import to work as easily as possible
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Written by Kimberly Hirsch
Updated over a week ago

Import Products into D-Tools Cloud

Import products using CSV or Excel file into D-Tools Cloud
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Written by Kimberly Hirsch
Updated over a week ago

Import Products from D-Tools SI

Import products from your D-Tools SI platform
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Written by Kimberly Hirsch
Updated over a week ago

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
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Written by Kimberly Hirsch
Updated over a week ago

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
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Written by Kimberly Hirsch
Updated over a week ago

Import Products from QuickBooks Online

Getting your QuickBooks Online products into D-Tools Cloud
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Written by Kimberly Hirsch
Updated over a week ago
Maintaining Costs and Price

Managing Pricing with Brand Price Rules

How to set Cost and Price on products automatically with a Rule
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Written by Kimberly Hirsch
Updated over a week ago

i3 Partners vs. Other Suppliers

The benefit of working with i3 Partners
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Written by Kimberly Hirsch
Updated over a week ago

Sync to Supplier Provided Unit Cost

Sync dealer costs from your supplier, provided and managed by them, so you don't have to 😀
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Written by Kimberly Hirsch
Updated over a week ago