Catalog

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

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21 articles in this collection
Written by Kimberly Hirsch and Ashok P

Getting Started with Labor

Learn about how to add labor to your projects
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Written by Ashok P
Updated over a week ago

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

Managing 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

Labor Only Packages

Getting started with everything you need to know about Labor Only Packages
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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