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Author: Adam Haynes

Self-Storage Design Tool

It’s never been easier to design and quote self-storage. CentralLink’s new Self-Storage Designer Tool allows you to quickly point and click your way from building design to instant pricing and drawings. Contact your sales rep to request access to this feature. Once the feature is enabled it will be located in your menu under “tools.”

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Making mass changes to an order is easy.

Making mass changes to an order is easy! Just click edit on an order line you want to adjust and you’ll see buttons for “Change Color” and “Change Panels.” Follow the simple directions below depending on what change you want to make.

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CentralLink Chat

We are excited to announce the launch of a live chat feature integrated within CentralLink. It’s always great to hear from our customers by phone or email, and our new chat feature is just another way to connect when you need us.

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Updates to markups

We’ve made two updates to make markups better. First, we have adjusted decimal rounding to allow you to be more accurate on markups for all products. We have also added DripX as an accessory subcategory, so it’s markup can be adjusted independent of the panel markup.

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Custom Purlin Punches

Don’t worry, it’s easy to create your own custom purlin punches with our punch editor. This will allow you to position punches where you need and then save them for future references. Once you have saved a custom punch it will always be available to you in from the purlin menu.

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Check your orders for errors

We all make mistakes from time to time, but with CentralLink it’s easy to find them before they cause problems. Before you place your next order, click the Check For Errors button.

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Quote a complete building package

Our building wizard makes it easy for you to quote and order complete Centra Series building packages. Just a few quick clicks and you’ll have an order ready to share with your customer or send to our production department.

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What size trailer should I use?

Check the Load Report for total weights and longest items on all the orders you’re coming to pick up. You don’t want to show up with a 16′ trailer and discover you have 20′ trim on an order. We want you to be able to safely haul any order you place with us.

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Looking at your incoming orders

At the bottom of the dashboard you’ll find a list of active orders. These are all the orders you have placed as they work their way to you. Look here to find quick details like the estimated delivery date, and order status.

Active orders will be listed here for three days after the invoice date.It’s also the best place to look if you have any questions about your order. Click on the Order# to view or download a pdf of the invoice.

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Benefits of using the Central States app

The Central States app is a great tool for contractors in the field. Once you download and install it, you have full access 24/7. There is no excuse to not be able to provide a quick quote to a homeowner, check on the status of your takeoff or order an extra bag of screws to finish up a job. Check it out today and it will quickly become your favorite app.

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Downloading the Central States app

Central States has created an app for our distributors and contractors on-the-go. It combines our most popular tools in a mobile format. Use it to log-in to CentralLink, choose colors on our Color Visualizer, check out our photo gallery, or access our wide range of tools from our website, including our Research and Testing page. The app is easy to download and install.

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Submit a TopView Detailed Takeoff

You can find the Top View Detailed Takeoff page under the Tools menu in CentralLink. There is just a handful of fields that we need to know before we can get started. Fill them out, upload a drawing, and sit back and relax while we go to work.

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Disabling an Employee’s Login

CentralLink has the ability to give you the authority to manage your employee’s permissions and access to CentralLink. This post covers how you will deactivate an employee’s login to CentralLink. This is important if an employee leaves your company.

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What’s My Driver’s Phone Number

Sometimes you need to get in touch with the person who is delivering your order. If you trying to let him know of something out of the ordinary, or just let him know that plans have changed, CentralLink makes it easier than ever to get in touch with your driver.

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Exporting Orders

CentralLink has the ability to export your orders to Excel, Quicken, or Quickbooks. There are two types of exporting available: order summary and order details. By using both these exports, you can integrate your business with Central States with other systems that you use to manage your business. Isn’t that the point of all this technology; integrations, efficiency, and making life easier?

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Get a quick price

Most customers want a price and they need it quick. Often times, the quicker the response, the higher rate of closing the sale. CentralLink is designed to help our customers move quickly to get sales, so it is important that users are familiar with the quick price check features of CentralLink.

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Give us your wish list

Since 2005 we have been knocking your socks off with innovative ideas that make doing business easier. That’s 12 years of awesome! Give us your wish list – the things you wish CentralLink did, or ways we can help you – and we’ll keep innovating. Send your feedback to info@centralstatesmfg.com.

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Integrate CentralLink with MBS Software

Our integration with Metal Building Software allows you to quickly import hundreds of lines from Metal Building Software directly into CentralLink, bypassing several touch points where errors can be made. Less errors means less time standing on the jobsite looking for a missing part, a missing punch, or a mis-marked part.

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Changing Computers with Quickbooks Integration

Quickbooks integrations works with a single user, on a single computer. This is how we make sure that data is not duplicated and that invoices are correct. Plus, most of the time, there is a single person that handles invoicing. But sometimes, you need to upgrade your computer. When you do this, Quickbooks thinks you are trying to install a second version of the QuickBooks integration software on a second computer.

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What Invoices Make Up My Open Balance?

What Invoices Make Up My Open Balance? CentralLink can help you figure out which invoices make up your open balance.  And we know it’s important to you to stay on top of your business and CentralLink is designed to get you the most up-to-date information whenever you need it.  By using the dashboard, bill pay, and the view invoices screen to get all the information you need. You need permission to view invoices.  Contact your salesperson if you do not see invoices in CentralLink. The Dashboard The dashboard will give you the open balance on your account and break...

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Troubleshooting a Mac

CentralLink works seamlessly with Macs and PCs alike. But sometimes, Macs can have issues with security certificates that CentralLink issues. Even when you accept the certificate, a Mac can sometimes get stuck in an endless loop of asking for acceptance of a security certificate. We are not sure why it happens, but we have found a simply solution that works for nearly everyone.

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Syncing invoices with Quickbooks

Imagine the countless hours you have spent keying Central States invoices into Quickbooks. Now imagine yourself fishing instead. It’s that simple. Once Quickbooks is setup to work with CentralLink, syncing invoices . . . .

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Pay your bills online

CentralLink makes it easy to see your account balance, pay invoices, and even set up recurring payments from your bank account. To avoid transaction fees for our customers, we offer ACH capabilities to make sure everything is secure.

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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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