How to Manage Resources
You may want to have commonly used files such as PDFs, brochures, or application forms inside the application so they are conveniently available for quick access to all manufacturer users. Manage these useful files on the Resources page. Here you can see the list of all resources, view/edit/delete/download them, or create a new resource. To […]
How to Manage Users
To view all users, go to Settings > Users page. From here, you can search for users by name or email, you can edit or delete them, and you can add new users. To add a new user, click the ‘Add user’ button in the top right-hand corner of the page. While creating or editing […]
How to Manage Modifications for Cabinets Series
There are special modifications for each cabinet series. To effectively manage modifications available within a series, go to the Styles page and click on the Modifications link located on the upper right-hand corner of the page. Similarly to managing parts, here you also have an option to scale all prices (see How to Manage Cabinet […]
How to Manage Cabinets Series, Collections, and Gallery
To manage any cabinet series or collections, go to the Styles page. Add New Cabinets Series To add a new cabinet series, simply click the plus + button at the bottom of the page and provide a name for it. Create a New Collection within a Series Once you’ve created a new cabinet series, you […]
How to Manage Cabinetry Parts
Manage cabinet parts on the Parts page. From here, a cabinet manufacturer can add new parts in two ways: by uploading them from a CSV file or by manually adding new cabinet parts. Here you can also scale prices for all cabinet parts or scale prices of parts per price group. Editing the price of […]
How to Ask for Feedback from Your Dealers
When you need to ask for feedback from any of your dealers, go to the Feedback page. On the left side, there will be a list of all dealers you work with. When you click on any of them, you will see all messages between you and the selected retailer on the right side of […]
How to Define a Shipping or Delivery Fee
To define shipping or delivery fee options, please go to Settings > Shipping page. To define a shipping fee option, you need first to add radius by clicking the ‘Add Radius’ button on the Shipping page. Once you click the Add Radius button, fill in the two input fields — first, with a starting distance; […]
How to Review Order Notes and Order Status Changes
To review all status changes and notes regarding a specific order, please click the History button located in the upper right-hand corner on the Order page. The Activity tab shows you a list of all status changes — the previous status, what was it changed to, who was the user that made changes, as well […]
How to Process Orders
All orders that come your way from your dealers, you will be able to see in your part of the app. To select orders easily and find those you’re looking for fast, you can filter them by retailer, price, status, purchase order number, and vendor order number. View and Edit Orders To view and edit […]
How to Set Multipliers and Manage Dealer Discounts
You can define discounts per dealer, as needed. Do this by setting multipliers for each dealer on the Dealers page. When your dealers use their side of the application, they will see only discounted prices, not the original manufacturer prices. This way they can know how much will cost them when ordering parts.