You can provide discounts.
When you’re done with pricing, you can provide discounts. We have prices and discounts per customer type. You can give one discount to homeowners and another discount to builders, architects, and contractors, for example. If a salesperson wants to give more discounts, there will be a warning and a manager’s approval needed.
You can adjust tax rates.
Similarly to QuickBooks, you can adjust tax rates, for example, if your customer is in another state.
These are the basics of creating a proposal in the Cabinet Pricing & Ordering app.
Now I’m going to show you the versions.
Let’s say I’m starting with a kitchen with an island and I’m showing the proposal to my customer. I can quickly duplicate this, rename it, and then we can play with the parts. So now we have two versions of a proposal. You can easily flip in between different versions of the proposal and you can continue to customize.
If you want to show another version from another vendor, you can choose another vendor and add parts, and continue to compare all these options.
Ordering from multiple vendors is not possible, so once you decide with which one you’re going to go with, you need to remove the other version.
If the customer is happy with the price and everything else, you can Accept and move to the Order stage.
If the Manufacturer is a KitchenDEV customer, the integration is seamless. The order will just go into their system, and they will see a notification in their orders list and they will be able to easily process the order.
If the Manufacturer is not KitchenDEV customer, then the order will go by email.