D-Tools Cloud

Ashok P

Kimberly Hirsch

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

Catalog

View and download product specification sheets, installation manuals, and user manuals in PDF format.

Product Resource Sheets

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

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

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

Labor Only Packages

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

Import Products into D-Tools Cloud

Import products from your D-Tools SI platform

Import Products from D-Tools SI

Import CSV only gives the ability to import products. Allowances, services, and packages will have to be created from scratch in DT Cloud

FAQ: Can I import packages, services, or allowances?

When importing products through CSV/excel, these are the fields you can include and what will be ignored

What fields can I import with my products?

Getting your QuickBooks Online products into D-Tools Cloud

Import Products from QuickBooks Online

How to price items that you purchase in bulk like cable, wire, and conduit.

Setting Price by Length

Import and Manage Products

Bundle accessories with products so you can 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

Add Accessories to Products in the Catalog

Add Accessories for Products

Learn about how to add labor to your projects

Getting Started with Labor

My company carries out projects from different offices, and labor rates vary by the office

Set Labor Rates for Fulfillment Locations

How to setup 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 Category Rules 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?

Add Labor for a Product Category or Subcategory and let these Labor hours show up automatically in the Quotes when you add the Products

Add Labor for Products via Category Rules

Set the Category Option to Suggest and use D-Tools Labor recommendations in quotes

Use D-Tools Labor Recommendations

Add basic Accessories for Products using Category rules to reduce your efforts to add them at the product level in the Catalog

Add Accessories to Products via Category Rules

Use Category Rules

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