A key to early success with SI5 depends on the quality of the data you have to begin your first Project. Ideally you would like to begin with a database of products you use today. D-Tools has a large Product database available for download. However, we suggest that you only download the data you need. See Downloading Products.
Identify the sources of the data you use today, such as QuickBooks, spreadsheets or an existing product database from another software. Use this list as a basis for downloading products from D-Tools. If you currently manage your products in your accounting system you may use QuickLinks to link the D-Tools Products to your QuickBooks Items, see QuickLinks. Once you load your Product Database you may update prices by:
a) syncing with your accounting data via QuickLinks or
b) use the MMPD spreadsheet export/import process.
An accessory is a product that is often needed to properly configure or install another Product. For example, a mount may need to be sold with an LCD TV installation. In this case there may be many mount options to choose from. Once a product is in the database it can be listed as an accessory to another Product. So each time the parent product is chosen, you could be prompted to select from a list of accessories that have been preassigned to the parent product. You may choose to set up the accessories in advance for products you often quote. However, accessory assignment can occur as needed during proposal generation. Once you make an accessory assignment, SI5 will store this assignment for future use. Accessories may NOT include other Accessories. In other words you cannot nest accessories.
For more details see Accessories.
Packages are a very powerful concept in SI5. It is recommended that you look for every opportunity to “package” systems or subsystems. Once the packages are in place, quotes and proposals can be rapidly generated without sacrificing accuracy. Time spent on the front end creating packages will be paid for the second time they are used.
Look for packaging opportunities as you create your first project. Don’t attempt to create ALL of the packages for your business before starting your first project. Let the number of packages and the level of detail included evolve to fit your business model.
For more details on managing Packages.