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Suppliers & Dealers
Suppliers & Dealers
Articles relating to Supplier/ Dealer system features
K
By Kalya and 2 others
3 authors
18 articles
Assigning account managers to clients
Getting started with Buildxact for Supplier & Dealers
Getting started in Buildxact
The Buildxact navigation menu
How to get help using Buildxact
Webinar recordings for Suppliers & Dealers
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
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
Estimating for Supplier & Dealers
Getting started with estimating in Buildxact for Supplier and Dealers
