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