Catalog & Suppliers

Products are ordered with a UOM, priced with that UOM, and are often sold as a different UOM. For example, buy speakers as pairs, sell as each. Buy pre-construction brackets as 5-pairs (10 each) and sell as each. Cost/pricing needs to be calculate...

In SI, you can run a usage report by SO, PO or Project per catalog item. This is big when updating technologies in the catalog.

Users could upload a BOM from tools like Axis Site Designer, Bluebeam, or a spreadsheet, and D-Tools Cloud would automatically match the products to its catalog and create a quote or project. This would reduce manual entry, prevent errors, and spe...

Add Chauvet for supplier pricing

Add RCF for supplier pricing

At the moment, it seems impossible to restrict SKU creation without also removing access to the D-Tools Product Library. In our workflow, Sales staff need access to the Product Library, but they should not be allowed to create new SKUs. SKU creati...

The Package editor currently displays a limited set of item details, primarily the item name and Billable status. Additional fields such as labor hours, labor types, and pricing are only visible after drilling into each item individually. Being ab...

Today, when working in a Package, a parent item can be edited in place, which works well. Accessories attached to that parent item, however, can only be edited from the My Products section. There is currently no way to open or navigate to an acces...

Search for a product item and see where it has been either used or proposed in quotes and projects and a simple count of how many times. important for when you have big price changes on an item that will effect the margin on an open quote. or if a...

It would be helpful to be able to see a list of projects and service calls that we have sold certain products to without having to check each and every project. It would be helpful to be able to search a product, and all have projects and service ...