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Getting Started
Introduction: Welcome to our Kitchen Cabinet Dealer CRM/ERP system – an all-inclusive platform designed to enhance project management and customer interactions for kitchen cabinet dealers. Explore its powerful features, from project creation to order ...
How to create a project
To initiate a project, click on 'Start Project' on your dashboard. Provide customer details and delivery address to get started. Adding Sections: Within a project, click 'Add Section' to create segments like 'Main Kitchen' or 'Kitchen Island.' These ...
How to create a quote
Quote Generation: After finalizing designs, navigate to 'Create Quote.' Select designs from various sections to tailor options for your client. Reviewing Quote: Before submitting, review the quote carefully. Review prices and ensure accuracy. ...
Order management
From Approval to Order: Upon customer approval, transform the quote into an order with a simple click. This initiates the project execution. Managing Orders: Manage orders through various stages: Processing: Verify details and design choices. ...
How to create an Add-on
Create an add-on