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Suppliers & Dealers
Articles relating to Supplier/ Dealer system features
17 articles in this collection
Written by
Matt Govett
and
Ryan Noonan
Getting started with Buildxact for Supplier & Dealers
Getting started in Buildxact
A short introductory video to getting started in Buildxact for Suppliers & Dealers
Written by
Matt Govett
Updated over a week ago
The Buildxact navigation menu
What does each section of the left-hand navigation menu do in Buildxact?
Written by
Matt Govett
Updated over a week ago
How to get help using Buildxact
We have FAQs, help guides, video's and more to help you get started
Written by
Matt Govett
Updated over a week ago
Webinar recordings for Suppliers & Dealers
Watch our Supplier & Dealer webinars on demand
Written by
Matt Govett
Updated over a week ago
How to set up your Buildxact account for Supplier & Dealers
How to set up your business in Buildxact
How to set up your My Business section for Suppliers and Dealers
Written by
Matt Govett
Updated over a week ago
Builder project data
How to view data/information shared by your builder
When builders connect with suppliers in Buildxact they automatically share data/information on their pipeline of work.
Written by
Matt Govett
Updated over a week ago
Adding Clients and Contacts to Buildxact for Supplier & Dealers
How to add your clients into Buildxact
Add an individual client or bulk import your clients into Buildxact for Suppliers and Dealers
Written by
Matt Govett
Updated over a week ago
Uploading and managing access to price files/ item catalogues for Supplier & Dealers
Handling connections and pre-approval to catalogs with your customers
How to get customers connected to your pricing, and how to automate access to certain price catalogs
Written by
Matt Govett
Updated over a week ago
Preparing a price catalog for loading into Buildxact
Buildxact supports the loading of price files / item catalogs into the system via Excel, this article covers how to format these correctly.
Written by
Matt Govett
Updated over a week ago
Supplier/Dealer - Loading and updating a price file/ item catalog
How to load and update Price file/ Item catalogs shared with your customers
Written by
Matt Govett
Updated over a week ago
How to revoke customer access to you Price file/Item Catalogs
Written by
Matt Govett
Updated over a week ago
Uploading and managing access to estimate templates for Supplier & Dealers
How to publish estimate templates for use by your builder customers
Share prepopulated estimate templates with your customers
Written by
Matt Govett
Updated over a week ago
Connecting with your customers for Supplier & Dealers
Invite your customers to collaborate on Buildxact
How to send a connection request to your customer
Written by
Matt Govett
Updated over a week ago
Recipes for Supplier & Dealers
Creating recipes/ assembly catalogs in Buildxact
What are recipes/ assembly catalogs in Buildxact for Suppliers and Dealers
Written by
Matt Govett
Updated over a week ago
Supplier & Dealer subscription integration
Epicor BisTrack Integration Overview
An overview of how to connect to your Epicor BisTrack service within Buildxact
Written by
Ryan Noonan
Updated over a week ago
How to instantly get customer specific pricing in your estimate using your Epicor integration
Get customer specific pricing for your estimates and RFQ's using Epicor integration
Written by
Matt Govett
Updated over a week ago
Estimating for Supplier & Dealers
Getting started with estimating in Buildxact for Supplier and Dealers
How to create estimate templates
Written by
Matt Govett
Updated over a week ago