Task guides
A clear next step. A result you can check.
Follow practical instructions for showroom quotations, retailer orders, catalogue setup and customer receipts. Each guide includes preparation, actions and troubleshooting.
Find your task
8 guides
Prepare a tile catalogue your team can use
Set up recognisable tile products, pack details and images, then check the catalogue from the intended customer’s view.
Read the guideSet up and check a customer price list
Name a price list, review product overrides, assign the intended customers and check the displayed rate separately from product visibility.
Read the guideConnect a retailer and review the first order
Prepare the retailer’s mobile number, supplier connection, product range and rates, then check one complete ordering handover.
Read the guideContinue a reviewed order into an estimate
Check the source order, use the available estimate action and compare the saved customer, products, quantities and rates.
Read the guidePrepare and review a customer or product import
Use the current template, map fields, inspect the preview and reconcile saved and rejected rows after importing.
Read the guidePrepare your first showroom quotation
Choose a tile, review quantities and the quotation’s customer context, then save and reopen a proposal your team can discuss.
Read the guideCalculate tile boxes from a room’s area
Check pack coverage, choose measurement units, review cuts and deductions, and apply a rounded quantity to the selected product.
Read the guideRecord and check a customer receipt
Record money already received, identify the payment method and receiving account, and review how it is allocated to customer invoices.
Read the guideFor your own account
Need help with a specific record?
Find the right contact and the details that help explain your question.