How to Add and Edit Users
When you need to create new users or edit existing users, go to Users under Settings. Define a role (Sales or Admin) for each user, as well as a location (pick from one of the existing locations). When defining a role, have in mind that only admins have access to Settings; regular users don’t have […]
How to Add and Edit Customers
If you need to add new or edit existing customers, go to the Customers page.If you have already added some customers, you will see a table with all customers listed. For each customer, there are two columns showing a number of proposals and orders. Each proposal and order is clickable and leads to the Proposals/Orders […]
How to Manage Locations
To manage showroom locations, go to Settings > Locations. This is the place where you come when you need to add more locations. Locations are available as an additional filter for proposals and orders if shared settings are enabled.
How to Manage Shared Customers, Users, Proposals & Orders
You can find these features in Settings > General. We introduced them to support the specific needs of multi-location cabinet retailers. Some of you may want each of your locations set up in the system to have open access for all users, customers, proposals, and orders, while some of you may want to set it […]
How to Manage Dashboard History and Catch Up/Mentions
For a global view of all proposals and orders you created, go to the History and Catch Up tabs on the dashboard. The History tab displays a nice view of all proposals and orders. Both proposals and orders can be sorted by latest or oldest and filtered by status. Proposal/Order notes are visible and you […]
How to Print Orders and Packing Slips
If you need to print an order, go to the Order edit page. On the top of the page, you will see buttons for Print Order and Print Packing Slip (PDF download). Your printed order will include all items and their prices, company policy, some basic company information, etc. Packing Slip is similar but prices […]
How to Write and Send Order Messages to Manufacturers
If you wish to send a message to a manufacturer about a specific order, go to the Order edit page. There you will see a Messages tab right next to the Order Details tab. Open it up, write your message, and hit the Send button in the lower right-hand corner. This feature is basically a […]
How to Add (Custom) Items, Filter Cabinet Parts, and Apply Modifications
When creating a proposal and adding items to the cart, you will see an input for filtering parts located under the table. You can filter cabinet parts by their code. Filter cabinet parts by their description. A modification can be applied to each cabinet part. Just click the small button located next to each part […]
How to Edit Orders
If you wish to edit an order, go to the Orders page. Edit your order to set Status, Delivery Date, Cabinets Installation Date, PO Number, Pickup Date, or Vendor Order Number. When you’re done, don’t forget to hit SAVE.
How to Filter Orders
You can filter orders by Description, Customer, PO number, Vendor Order Number, Status, Min/Max Price, Designer, Location, and Status. These filters will be displayed when you click on the Filters button above the table on the Orders page.