D-Tools

Ashok P

Kimberly Craven

Dave Kirn

Everything you need to know to add and manage items in your catalog on D-Tools Cloud

Catalog

What are the permissions required to manage the Cloud catalog

Catalog Management permissions

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

Package

Everything you need to know about labor packages

Labor package

How to use allowances to quote future items that are not specified yet, or items you don't need to specify but need to charge the customer.

Allowance

How to use the Alternate Set functionality to let the customer choose their preferred item from similar items in the proposal

Alternate Set

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

Price adjustment

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

Discount

Learn about the general concepts related to the Catalog functionality on D-Tools Cloud

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

How to import products from QuickBooks Online into D-Tools Cloud

Importing products from QuickBooks Online

How to add products to your catalog from D-Tools Library

Adding products from D-Tools Library

How to configure the updates to products from D-Tools Library to the Cloud catalog

Configuring product updates from D-Tools Library to the Cloud catalog

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

How to update the Inventory mode of the products that are under Inventory Management

Updating the Inventory mode of products

Learn how to add, import, and manage products on D-Tools Cloud

Import and Manage Products

Everything you need to know to start using the Labor functionality on D-Tools Cloud

Getting started with labor

How to set up labor types and labor rates so you can apply labor to products, services, and allowances

Managing labor types

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

Learn how to configure labor on D-Tools Cloud

Configure Labor

Everything you need to know to start using the Accessories functionality on D-Tools Cloud

Getting started with accessories

How to bundle accessories with a product in the catalog so you don't have to add them manually in the quote

Adding accessories to a product in the catalog

Learn how to add accessories for products on D-Tools Cloud

Add Accessories for Products

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

Subscriptions

Adding subscriptions to the catalog

How to associate one or more subscriptions with a product

Associating subscriptions with a product

Learn how to add and manage subscriptions on D-Tools Cloud

Add Subscriptions

i3 Partners vs. Other Suppliers

Determining the difference between suppliers and brands on Cloud

Suppliers vs. Brands

Learn how to manage the cost and price of products on D-Tools Cloud

Maintain Cost and Price

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

How to sync dealer costs from your supplier that are provided and managed by them, so you don't have to 😀

Syncing to supplier-provided unit costs

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

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

Learn how to use the Category Rules functionality on D-Tools Cloud

Use Category Rules

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