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Welcome to Dealernet

Welcome to Dealernet! This guide provides everything you need to know about signing in, managing customer information, creating quotes, ordering cabinets, and customizing them. Learn how to set up your administrator account and manage standard users, set delivery locations, and utilize service orders effectively. Discover different types of quotes, including sales aids and standard ordering methods. Understand lead times to ensure timely delivery. Take advantage of our resources for a streamlined cabinet ordering experience.

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Welcome to Dealernet

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Presentation Transcript

  1. Welcome to Dealernet

  2. Topics • Signing In • Customer Information • Types of Quotes • Creating Quotes • Making Rooms/Styles • Ordering Cabinets • Customizing Cabinets • Lead Times • Service

  3. Signing In:www.elmwoodkitchens.com/ops • Dealernet is a website • Make it a favorite • Make a link on your desktop • Administrator Account • Creates and modifies standard users • Sets default delivery location • Sees all quotes

  4. Customer Information • Manage Account • Working with customers • Adding • Searching and Browsing • Deleting

  5. Customer Information (cont) • Editing • Country • Sets the applicable national tax rate • Retail Factor • Allows you to set the percent paid of our list price for this customer. (This customer is getting a 35% discount.)

  6. Types of Quotes • Sales Aids & Sample Orders • For sample doors and other sales aids • Service Orders • For additional parts or rush parts based on a job previously submitted • Quotes + Orders • Standard method of ordering new products.

  7. Creating Quotes • Click “New Quote” • Choose or create a new customer. • Type the name of your room/style. • Check if this is a display order or an FSC project. • Check your customer information and shipping location • Click, “Create New Quote”

  8. The Look

  9. Creating a Room/Style • Choosing Cabinet Line • Use the links to see spec sheets • Choosing a Door Style • Use edit icon • Use search screen • Choosing a Color • Finish Description • Distressed

  10. Creating a Room/Style • Creating additional rooms • Undeleting a room • Room Information • Factors • How Factors work:List Price x colour x(cabinet + door factor)x species factor + upcharges • Subitems are not factored List(100) x FIN (1 + .10) = 110110 x (1 + 1.05 + .30) CL + DS factor= 258.50 258.50 x species factor (1 + 0 (NA)) = 258.50 + upcharges (IE 3 doors at 81) = 501.50

  11. Ordering Cabinets • Search Options • Code • Keyword • Category • Compatibility • Line • Species • Door Style

  12. Adding Items to Your Quote • Click Add Item • View Spec Page • Dimension Quantity • Floor Plan # • Finished Side • Comments • Installer Notes

  13. Customizing Cabinets • Item Actions • Spec Page, Delete, Replace, Copy, Edit • Insert Subitem • Modifications

  14. Lead Times • Lead Times Change • Full Weeks • Special Orders: • Doors/Species • Finishes • Cabinets • How do you figure? • 5 weeks starting this Monday the 2nd. Shipping the week of the 30th.

  15. Reports • Quote Summary • Quote Item • Compares List vs. Factored Price • Items • No prices. • Installer’s Notes • No prices. • Installer’s notes.

  16. Ordering Your Cabinets • Asking Questions • General • Item Specific • Submit to EK • Waivers • PO Number • Statuses • Open Quote • Price Request • EK_Priced • Dealer_Commit • EK_Order • Accept Pricing

  17. Communications • Questions • Emails • Price Request • Order Priced • Order in Production • (soon) Order Shipped • Checklist • Reminder Email

  18. Service • Creating New • Quick Add • Ordering • Goes right to the shop • Priority Scheduling • Priority Lead Time

  19. Thank You Since 1973, Elmwood Fine Custom Cabinetry and its designers have been providing high quality custom cabinetry. "Elmwood . . . Designed For The Way You Live"

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