This article contains multiple videos all relating to the dealer account.
- Account Overview
- Inventory
- Creating a Quote
- Quote Management
- Creating an Order
- Using a 3D Configurator
- Editing an Ecommerce Listing
- Dealer Sales Report
Account Overview
This video goes over the home page and some basic user settings.
Inventory
This video will teach you how to view your inventory, start a sale or quote on an inventory item and how to copy your inventory to a spreadsheet.
Creating a Quote
Quote & Contact Management
This video teaches you about quotes and contacts
Creating an Order
This video teaches you how to start an order, or how to turn a quote into an order
Using a 3D Configurator
This video teaches you how to work with quotes that are created from your 3D configurator (IdeaRoom)
Editing an Ecommerce Listing
Editing your ecommerce listing will help you sell buildings online. Don't forget to add a description!
Dealer Sales Report
This video shows you waht you can accomplish with the dealer sales report. It also covers exporting your sales data.