Right below the proposal details in the fourth step of creating a proposal, you will see a section “Contact info”. To add a new contact, simply click on the button in the right corner and fill in the contact details.
If you want to chat or need feedback from your selected cabinet vendor, go to the Feedback page. Pick a manufacturer, and on the right, you will see the inbox with messages between you and your selected manufacturer. To start
When managing taxes, go Under Settings > Taxes. Here you can add key-value pairs for managing taxes. For example, you can add ‘New York — 10%’, ‘No Tax’, ‘Tax 1’ and percentages. Taxes you define here will be available for
When you need to create new users or edit existing users, go to Users under Settings. Define a role (Sales or Admin) for each user, as well as a location (pick from one of the existing locations). When defining a
If you need to add new or edit existing customers, go to the Customers page.If you have already added some customers, you will see a table with all customers listed. For each customer, there are two columns showing a number
To manage showroom locations, go to Settings > Locations. This is the place where you come when you need to add more locations. Locations are available as an additional filter for proposals and orders if shared settings are enabled.