Manage product catalog, attach technical PDF cut-sheets, and configure specifications
What this does
Maintains your master catalogue of aluminium profiles, glass units, hardware accessories, and window assemblies, with the ability to attach technical PDF datasheets that automatically append to client quotations.
Before you start
- Sales Administrator or Inventory Manager access.
Steps
Important
Attaching technical cut-sheets directly to products ensures sales reps never send incomplete architectural submittal packs to consultants.
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01
Open Sales › Products › Products to view the full product library.
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02
Open any product template (e.g. Thermal Break Sliding Window 65mm, Curtain Wall Stick System 50mm).
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03
In the Documents tab, upload technical PDF datasheets (e.g. extrusion profile cross-section drawings, acoustic acoustic rating tests, thermal U-value reports).
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04
Enable Print in Quotation on attached PDF documents so they automatically merge into the final quotation submittal pack when the item is quoted.
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05
Add external URLs to video demonstrations or technical manufacturer specification pages.
Common mistakes
- Uploading huge uncompressed PDF brochures (e.g. >20MB) that make quotation emails bounce.
- Not updating thermal test certificates when switching profile extrusion suppliers.
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