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Month: February 2017

Importing a Quote into CentralLink

Everyone runs their business a little bit different. If you have your material generating in a spreadsheet, it’s probably worth the time to set up an import template that fits your business. We have designed CentralLink to be able to import orders quickly to ensure that we minimize any risk of mistyping during order entry. CentralLink can import .csv files directly from your computer.

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What information is being accessed in Quickbooks Integration?

Quickbooks integrations accesses a select group of tables and fields while we sync data. Below is a list of data points that we access during our integration process.
A list of user’s expense account names. This is used only to allow the customer to select one of their existing expense accounts for the Central States Vendor we create.

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Enable Unit of Measure in Quickbooks

If a customer has not enabled the Unit of Measure feature in Quickbooks, they will get an error message in the Web Connector. The error message will tell them the feature has not been enabled or is not available in this version.

Must be in single-user mode to enable this feature.

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Quoting when the color is not known

This is the typical scenario: a contractor walks in and needs a quote. But the homeowner has not chosen the color yet.

“Let’s just put it down as Green, then we can change it later.”

Inevitably, the order is accidently processed as green and it costs everyone a lot of money, with a lot of fingerpointing. We see it all the time.

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Sell Other Products Online

Have you ever thought about selling paint or lumber packages through CentralLink? CentralLink can now sell more than just metal roofing. Any product you offer can be sold through CentralLink. So, even if your customer doesn’t use metal roofing or doesn’t even know what 29 gauge feels like, he can use the CentralLink mobile app to place orders to you.

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Designing Custom Trim

We all known the scenario: A customer walks in with a cut off piece of trim that he is trying to match. So, you measure it, draw it out, and call it into your salesperson to give you a price. Nobody wants to quote a special trim wrong.

With CentralLink, you have the design and quoting abilities right at your desk. No more calls to salespeople to make sure it can be manufactured, or wonder what the price is. Design it, price it, and save it for next time.

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Generating a Quote

Generating a quote is at the foundation of CentralLink’s purpose. It is a place where you make a quote for a customer or submit an order to Central States. Every order submitted through CentralLink to Central States starts as a quote. There are three simple steps to generating a quote: Editing a quote header, editing the lines, and reviewing the quote.

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Quoting a Metal Roof Quickly

Our Roofing Quote is designed to make it quick and easy to give a ballpark price on a metal roof. Most homeowners don’t know what a metal roof costs, or whether they can afford it. You tend to get a lot of people who are just “kicking the tires.” CentralLink’s Roofing Quote is the perfect tool to make it easy to give them a price.

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When will my order arrive?

CentralLink is designed to give you the most up to date information about your orders and quotes. We have built product lead times into the system and integrated our logistics systems. This means that you can see estimated delivery dates for any order or quote you are working on.

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Finding an Order

You can find orders by going to the Order Menu and clicking on Find Orders. These are all invoices orders on your Central States account. If you are looking for an order that is not yet invoiced, it will be on the dashboard, under the Active Orders table.

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Applying Markups to Items in CentralLink

At the core of CentralLink is the ability to mark up products and services to make a profit. The starting point to configuring this is setting up My Customers. Two of the most popular My Customers that we see set up are “Retail Customer” and “Contractor Level 1.” This allows you to assign markups, an internal contact, and even automatically send order verfication when you place an order.

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Quote buildings quicker with CentralLink’s building estimator

CentralLink is used for far more than just ordering material. It is also becoming a hub for quoting, saving, and following up on projects. A critical part of this is the CentralLink Building Estimator.

We know that nothing will replace the years of experience that our customers have. But sometime you don’t need an exact number. Sometimes you need to get a quick price to a customer who simply wants to know if they can afford a building. Our building estimator allows you to give a price within seconds. And it let’s you customize the price calculations to account for each and every detail that makes your building better than the ne

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