Good day all,
We are starting a new software solution for our company. We are growing and have outgrown a paper solution that's been pieced together with misc. software. The new system has a customer database pulled over from Quickbooks. You start by entering a quote, which can pull from a materials database, which I have to build. Then you turn the quote into a job, schedule it out, complete it and invoice.
My question is regarding the materials database. I would like to be able to update pricing somehow. I like how www.Platt.com is set up for searching materials but I cannot build something that big.
Has anyone had to do this and what 3rd party services were you able to integrate for the pricing updates. I really don't know where to start with this catalog of materials. I can have main headings with as many sub-folders as I want. An example would be main category of Boxes, with sub-folders of plastic, metal, outdoor. In those folders would be another sub-folder such as single gang, two gang, etc...
It will be in the form of an excel spreadsheet. I'm writing from home, but some of the columns include: category, subcategory, description, upc code, unit of measure, item number, cost, contractor pricing, retail pricing...
Thanks for any and all suggestions.
We are starting a new software solution for our company. We are growing and have outgrown a paper solution that's been pieced together with misc. software. The new system has a customer database pulled over from Quickbooks. You start by entering a quote, which can pull from a materials database, which I have to build. Then you turn the quote into a job, schedule it out, complete it and invoice.
My question is regarding the materials database. I would like to be able to update pricing somehow. I like how www.Platt.com is set up for searching materials but I cannot build something that big.
Has anyone had to do this and what 3rd party services were you able to integrate for the pricing updates. I really don't know where to start with this catalog of materials. I can have main headings with as many sub-folders as I want. An example would be main category of Boxes, with sub-folders of plastic, metal, outdoor. In those folders would be another sub-folder such as single gang, two gang, etc...
It will be in the form of an excel spreadsheet. I'm writing from home, but some of the columns include: category, subcategory, description, upc code, unit of measure, item number, cost, contractor pricing, retail pricing...
Thanks for any and all suggestions.