Audience - Suppliers, Dealers
Read/ Watch time - 7 min read / 9 min watch
Article contents - Steps and video on setting up your business in Buildxact
When you first log in to Buildxact setting up your account is vital to ensuring ease of access for you and your customer when you begin to share price catalogs, collaborate on estimates, communicate with builders and receive purchase orders.
From the left-hand menu click My Business.
In the pop out sub menu you will see Business Account, Business Setup and Business Structure. Click on Business Account and enter your companies details by clicking on the pencil icon to edit, then click save button when you have updated that section. Update the following sections -
Business Details: You Tax details, Email addresses and website.
Contact Details: Business address and primary contact phone number.
Business Logos: Large format and small format logo.
Business set up
Business Setup is an opportunity for you to customize Buildxact to suit your operations and the selections you make will create default settings to increase the velocity of your workflow.
In the pop out sub menu select Business Setup.
To edit each of the sections you will be be able to either upload or will need to navigate to the right-hand side of the screen where you will click on the blue pencil icon edit button to make edits or the green plus icon to add new information.
Once complete click the orange tick icon to save your changes.
You can make changes and add information to the following areas -
Business Documents. This is an ideal place to store your terms and conditions and any other reference documents you want to provide for your sales team.
Building Types. This is an opportunity for you to categorize the different project types your customers are working on and will allow you to see activity by building type. A useful business analysis tool.
Supplier Groups. Use supplier groups to sort and categorize supplier activity.
NOTE: as supplier groups have implication for your accounting connection and also for the terms and conditions we put on your purchases orders, we strongly recommend you do not alter these.
Supplier Types. Use supplier groups to sort and categorize supplier activity.
Client Sources. Use client sources to be able to analyze source of new business and lead generation.
Client Types. Categorize customers by entity type.
Unit Measures. Add and manage units of measure. This is an important step to make sure your estimates are consistent with your ERP UoM and cost basis.
Tax Rates. Add and manage tax rates to be applied to estimates. i.e. Sales Tax variations by County.