D-Tools

Ashok P

Kimberly Craven

Dave Kirn

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

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

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

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

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

Adding subscriptions to the catalog

How to associate one or more subscriptions with a product

Associating subscriptions with products

Everything you need to know about adding, selling, and managing subscriptions

Subscriptions

Add and Manage Subscriptions

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

i3 Partners vs. Other Suppliers

Determining the difference between suppliers and brands on Cloud

Suppliers vs. Brands

Maintain Cost and Price

Get sync'ed supplier provided costs with your account number and zip code

Getting Supplier Pricing

Connecting to TD Synnex Pricing

Connecting to Amazon Business Pricing

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

Connecting to ADI Pricing

If AudioControl was your supplier for AudioControl products and you need to shift over to AVPro, you're in the right spot. Info below.

AVPro has AudioControl pricing now!

Connect with Snap AV to get extended trial, pre-populated catalog, and unit costs.

Connect to SnapAV pricing

Good news, Tech Data pricing is now available in D-Tools Cloud!

Getting Your Tech Data Pricing Setup

How to Connect to Legrand AV Pricing

Amy Blanton

Connect to Suppliers

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

Sync to Supplier-Provided Unit Cost

How to assign a default supplier to the products of a brand by using a Brand Supplier rule

Assigning a default supplier to a brand

How to set cost and price for the products of a brand using a Brand Price rule

Creating a Brand Price rule for a brand

Choosing how supplier-provided cost and MSRP updates are applied to products

Automatic product updates

Use Supplier Rule and Price Rule

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

Find answers and get help from Intercom Support and Community Experts

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