How to Add and Invite Dealers
Within Cabinet Pricing & Ordering software, you have a convenient option to add your dealers that already exist in the system. You can also create and add new dealers on your own. Invite a New Dealer To add a new Dealer, simply click on the ‘Add Dealer’ button on the upper right-hand corner of the […]
How to Import 2020 Designs into Cabinet Pricing and Ordering App
You can easily import a design created in 2020 Design software into Cabinet Pricing & Ordering application to speed up quoting. Price parts, add custom modifications and charges, and create proposals for your customers. Import 2020 Design File Directly upload a 2020 Design and add it to the pricing module.⠀ The style selection/design import step […]
How to Streamline Sales Processes Using QuickBooks within Our App
You can now send orders as invoices to Quickbooks. If an order has multiple versions, there will be multiple line items in Quickbooks. When you order proposals, the order will be automatically exported to Quickbooks as an invoice. For this to work, you need to enable Quickbooks integration and select the Quickbooks item which will […]
How to Pay for Orders Using a Credit Card
Cabinet Pricing & Ordering app is now integrated with Stripe to allow you to pay directly using credit cards. Once your order is approved, you can go to the Payments tab and click on “Add Payment”. The payment amount will be prefilled with the order outstanding amount. To submit the payment, enter your credit card […]
How to Manage Proposal Expenses and Analyze Profit
While in the 4th step of creating a proposal, you will see a new tab ‘Expenses’. Here you are able to add or remove expenses, analyze your profit for the current proposal, both with and without the additional expenses. To add a new expense, click the ‘Add expense’ button on the right and fill in […]
How to Let Your Customers Attach Project Pictures
In order to allow your customers to attach project pictures, you first have to enable sending promotions and make sure that your promotional email template includes [PictureUploadLink] placeholder. Your customers will be able to upload project pictures by following the link in the promotional email. In order for customers to receive this email, make sure […]
How to Send Proposal Contracts to Customers
Before sending the contract, you first have to create a contract under the Settings > Contracts. Create a Contract Give it a name, default email body that must include “[ContractLink]” placeholder, and contract terms in a form of sections, each having a title and the term which the customer will have to accept. Send a […]
How to Add Contacts to Proposals
Right below the proposal details in the fourth step of creating a proposal, you will see a section “Contact info”. To add a new contact, simply click on the button in the right corner and fill in the contact details. To view more contact details, update or remove a contact, simply expand it by clicking […]
How to Chat in Real-Time with Your Manufacturers
If you want to chat or need feedback from your selected cabinet vendor, go to the Feedback page. Pick a manufacturer, and on the right, you will see the inbox with messages between you and your selected manufacturer. To start a conversation, simply select a manufacturer by clicking on its name on the left to […]
How to Define and Manage Taxes
When managing taxes, go Under Settings > Taxes. Here you can add key-value pairs for managing taxes. For example, you can add ‘New York — 10%’, ‘No Tax’, ‘Tax 1’ and percentages. Taxes you define here will be available for selection in the Price Summary when creating a proposal.