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

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.

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

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

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

Written by Kimberly Hirsch
Updated over a week ago

Packages

Everything you need to know about creating, using, and adding packages to a quote

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.

Written by Kimberly Hirsch
Updated over a week ago

Labor Only Packages

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

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.

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.

Written by Kimberly Hirsch
Updated over a week ago

Managing Suppliers with Supplier Rules

How to set Supplier on products automatically with a Rule

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.

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

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

Written by Kimberly Hirsch
Updated over a week ago

Import Products from D-Tools SI

Import products from your D-Tools SI platform

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

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

Written by Kimberly Hirsch
Updated over a week ago

Import Products from QuickBooks Online

Getting your QuickBooks Online products into D-Tools Cloud

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

Written by Kimberly Hirsch
Updated over a week ago

i3 Partners vs. Other Suppliers

The benefit of working with i3 Partners

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 😀

Written by Kimberly Hirsch
Updated over a week ago