This feature allows the accessory to display when ‘Hide Accessories’ is set on Print Setup This is useful when there is a big price item under accessories that should be displayed on the proposal Display Override: check box 1. Unchecked: The accessory will hide when ‘Hide Accessories’ is set on Print Setup 2. Checked: The accessory will display when ‘Hide …
How to add/update Accessories in a Product?
Links other Products needed to install the Product, so the extra Products aren’t forgotten during Proposal process. Like wire to a speaker. Steps: 1. Click: Manage 2. Click: PRODUCTS 3. Search: Find product 4. Click: Action drop-down button to the right of the product 5. Click: Edit 6. Click: ACCESSORIES 7. Click ADD ACCESSORIES button 8. Controls A. Add Products …
How to add/update UPC Code in a Product?
Used to track the UPC code of the product. Steps: 1. Click: Manage 2. Click: PRODUCTS 3. Search: Find product 4. Click: Action drop-down button to the right of the product 5. Click: Edit 6. Click: Specifications 7. Editable: UPC Code 8. Click SAVE button smartOFFICE Link: Company Products
Can an attachment be added to the Proposal email?
Currently, attachments can not be added when sending a proposal by email. Links, such as Google Drive, can be added in the Body section of the email.
How do I get to my Products?
Steps: 1. Click: Manage 2. Click: PRODUCTS 3. Click: Company Products Tabs Zero Setup – Is to update and add products from manufacturers Online Products – List of products that is currently available in smartOFFICE, which you can save to your company products Company Products – List of products you can personalize to meet your business needs Favorite Products – …
How to add/update Design Notes in a Product?
Design Notes – Notes needed during the design phase of the project Steps: Click: Manage Click: PRODUCTS Search: Find product Click: Action drop-down button to the right of the product Click: Edit Click: General menu Editable: Design Notes Click SAVE button smartOFFICE Link: Company Products
How to add/update the price in a Product?
Steps to change the Company Products: 1. Click: Manage 2. Click: PRODUCTS 3. Search: Find product 4. Click: Action drop-down button to the right of the product 5. Click: Edit 6. Click: PRICING menu 7. Modify the fields you want to edit 8. Editable Fields: Cost Selling MSRP Map Price Tax Type Unit Margin: Will allow you to set the …
How to add/update the labor in a Product?
This is the steps to change the labor hours for a Product: 1. Click: Manage 2. Click: PRODUCTS 3. Search: Find product 4. Click: Action drop-down button to the right of the product 5. Click: Edit 6. Click: LABOR menu modify the fields you want to edit Minutes /60 1 = 1 hour .5 = 30 Mins. …
How to add/update the Product Text in a Product?
Long descriptive text describing the features of a product. Steps: 1. Click: Manage 2. Click: PRODUCTS 3. Search: Find product 4. Click: Action drop-down button to the right of the product 5. Click: Edit 6. Click: General menu modify the fields you want to edit 7. Editable: Product Text 8. Click SAVE button smartOFFICE Link: Company Products
How to add/update Installation Notes in a Product?
Installation Notes – Any instructions needed to install the product Steps: 1. Click: Manage 2. Click: PRODUCTS 3. Search: Find product 4. Click: Action drop-down button to the right of product 5. Click: Edit 6. Click: General menu modify the fields you want to edit 7. Editable: Installation Notes 8. Click SAVE button smartOFFICE Link: Company Products