Suppliers & Dealers

Articles relating to Supplier/ Dealer system features

17 articles in this collection
Written by Dan C and Corryn

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 Corryn
Updated over a week ago

The Buildxact navigation menu

What does each section of the left-hand navigation menu do in Buildxact?

Written by Corryn
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 Corryn
Updated over a week ago

Live online training webinars for Supplier & Dealers

Get started with Buildxact with our online training webinars for Suppliers & Dealers every Friday

Written by Corryn
Updated over a week ago

Webinar recordings for Suppliers & Dealers

Watch our Supplier & Dealer webinars on demand

Written by Corryn
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 Corryn
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 Corryn
Updated over a week ago

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

Upload Price Files/ Item Catalogs to share with your customers

Upload you price files to begin sharing them with your customers

Written by Corryn
Updated yesterday

Updating a Price file/ Item catalogs

How to update an existing Price file/ Item catalog shared with your customers

Written by Corryn
Updated over a week ago

How to upload your customer access list to automatically manage access to your price file/item catalog

Set up access controls and publish dates on your price files

Written by Corryn
Updated over a week ago

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

Written by Corryn
Updated over a week ago

A overview on the Suppliers and Dealers catalog capability

Managing catalogs and connections for Suppliers and Dealers

Written by Dan C
Updated over a week ago

Connecting with your customers for Supplier & Dealers

Handling connections requests from your customers

What to do when a Builder/Trade person requests to connect to your business and subscribe to your price files/ Item catalogs

Written by Corryn
Updated over a week ago

Invite your customers to collaborate on Buildxact

How to send a connection request to your customer

Written by Corryn
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 Corryn
Updated over a week ago

Supplier & Dealer subscription integration

Supplier / Dealer Integration request form

How to get set up so Builders/ Trades can see your business in Buildxact

Written by Dan C
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 Corryn
Updated over a week ago