Buildxact Help Center

Suppliers & Dealers

Articles relating to Supplier/ Dealer system features

Assigning account managers to clients

Getting started with Buildxact for Supplier & Dealers

Getting started in Buildxact: a guide for Suppliers & Dealers

Understanding the Buildxact navigation menu for Suppliers & Dealers

How do I get help with using Buildxact?

How to set up your Buildxact account for Supplier & Dealers

How to set up your business in Buildxact if you are a supplier/dealer

Builder project data

How to view data/information shared by your builder

Adding Clients and Contacts to Buildxact for Supplier & Dealers

How to add your clients into Buildxact

Uploading and managing access to price files/ item catalogues for Supplier & Dealers

Preparing a price catalog for loading into Buildxact

Handling connections and pre-approval to catalogs with your customers

Supplier/Dealer - Loading and updating a price file/ item catalog

How to revoke customer access to you Price file/Item Catalogs

Uploading and managing access to estimate templates for Supplier & Dealers

How to publish estimate templates for use by your builder customers

Connecting with your customers for Supplier & Dealers

Invite your customers to collaborate on Buildxact

How to reply to a request for quote (RFQ) using Buildxact (for integrated suppliers)

Recipes for Supplier & Dealers

Creating recipes/ assembly catalogs in Buildxact

Supplier & Dealer subscription integration

Epicor BisTrack Integration Overview

How to instantly get customer specific pricing in your estimate using your Epicor integration