New Improvement for Retailers: Adding Contacts to Proposals
When in the proposal, retailer users find it necessary to be able to add one or more contacts into the proposed project. Each contact includes name, email, phone, and a note.
When in the proposal, retailer users find it necessary to be able to add one or more contacts into the proposed project. Each contact includes name, email, phone, and a note.
When in the proposal, manufacturer users find it necessary to be able to add one or more contacts into the proposed project. These contacts are usually outside of the dealer company manufacturers work with, so each contact should support: name, email, phone, and a note.
This is a new page under Settings named ‘’Audit Logs’’ where retailer admins can now see important changes such as changing the multipliers.
All money movements that affect dealer balance can now be seen in the dealer edit page within the new tab ‘Transactions’.
Downloading Payments and Downloading Purchase Orders are updated for Manufacturers. Please view the updates to learn how to use them.
The first page of the proposal PDF received design updates for better user experience. Door images of ordered styles are added as well.
New page — Permissions, where retailer and manufacturer users can create different user groups and define permissions for each. These user groups can then be assigned to individual users to restrict their access to specific features.
Manufacturers can now change orders after the order has been initiated and approved.
Cabinet manufacturers can now create orders on their own instead of only receiving the orders from the retailers.
Custom modifications sent by retailers are displayed differently than regular modifications. Manufacturers can now set their prices and decide if they wish to add them to existing modifications.