D-Tools

Ashok P

Kimberly Craven

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

Catalog

Catalog Management permissions

Everything you need to know about creating, using, and adding Packages to the quote

Packages

Getting started with everything you need to know about Labor packages

Labor packages

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.

Allowances

How to use Alternate Sets to provide a choice between similar Items and make the customer choose their preferred one in the Proposal

Alternate Sets

How to add predefined Price Adjustments that you can apply to the product value, labor value, or total value in the quote

Price Adjustments

How to use Discounts to reduce the prices of products, packages, alternate sets, and allowances

Discounts

General Concepts

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

Best Practices: Formatting a file for import

Import products using CSV or Excel file into D-Tools Cloud

Importing products into D-Tools Cloud

Import products from your D-Tools SI platform

Importing products from D-Tools SI

Getting your QuickBooks Online products into D-Tools Cloud

Importing products from QuickBooks Online

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

Import and Manage Products

Bundle accessories with products so you don't have to spend time adding accessories as items in quotes

Getting started with accessories

Bundle Accessories with Products in the Catalog so you don't have to add them manually in the Quotes

Adding accessories to products in the catalog

Add Accessories for Products

Learn about how to add labor to your projects

Getting started with labor

How to set different labor rates for the same labor types and use them when projects are executed from different offices or locations

Setting labor rates for fulfillment locations

How to set up Labor Types and labor rates so you can apply labor to Products, Services, and Allowances

Managing labor types

Configure Labor

How to set Cost and Price on products automatically with a Rule

Managing Pricing with Brand Price Rules

i3 Partners vs. Other Suppliers

Sync dealer costs from your supplier, provided and managed by them, so you don't have to 😀

Sync to Supplier-Provided Unit Cost

Connect to ADI to get integrated pricing from ADI so you don't have to manage your dealer costs.

ADI Pricing Integration

Maintain Costs and Price

Learn how to use the Category Rules feature for products and reduce the burden of adding Labor and Accessories separately in your quotes

Category Rules

How does the Category Option setting work on Cloud?

How to add labor for a product Category or Subcategory and let these Labor hours show up automatically in the quotes when you add products

Adding labor for products via category rules

How to set the Category Option to Suggest and use D-Tools Labor Recommendations in quotes

Using D-Tools Labor Recommendations

How to add basic Accessories for products using category rules to reduce your efforts to add them at the product level in the Catalog

Adding accessories to products via category rules

Use Category Rules

Determining the difference between suppliers and brands in the catalog and the quote.