KitchenDEV Blog
How to Send Proposal Contracts to Customers
Before sending the contract, you first have to create a contract under the Settings > Contracts. Create a Contract Give it a name, default email body that must include “[ContractLink]” placeholder, and contract terms in a form of sections, each
How to Add Contacts to Proposals
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.
How to Chat in Real-Time with Your Manufacturers
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
How to Define and Manage Taxes
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
How to Add and Edit Users
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
How to Add and Edit Customers
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