Enter real-time quotation integration information

This explains how to enter sales information in the finish materials library that is linked with real-time estimates and CRM.

Path: Dashboard > Company Library > Products > Finishes > Detail Page

Step 1. Activate sales information

1. Go to the edit screen for the finish material detail page.

2. Set the [Sales Information] toggle to ONSet it to ON.

3. When the toggle is turned on, the sales information input area expands automatically.

Step 2. Enter sales information

For finish materials, the items you need to enter differ by type.

Selectable finish material types

• Wallpaper

• Film

• Vinyl flooring

• Tile

• Deco tile

• Mat

• Wood flooring

• Paint

Wallpaper / Film / Vinyl flooring

Specifications

• Width, length, height (optional)

  • Units: Width/length are mm, cm, m / height is mm, T

Sales unit

• Roll, m Choose one

Installable area

• Area that can be installed per sales unit (e.g., 1 roll), enter up to two decimal places

Sales amount

• Enter the amount per sales unit

Input example ① Wallpaper

Tile / Deco tile / Mat / Wood flooring

Specifications

• Width, length, height (optional)

  • Units: width/length are mm, cm, m / height is mm, T

Sales unit

• Box, Bundle, Sheet Choose one

Quantity

• Number of products contained in the sales unit (e.g., 4 sheets per box)

Installable area

• Installation area per sales unit (e.g., 1 box = 0.72㎡)

Sales amount

• Enter the amount per sales unit

Input example ② Tile

Paint

Specifications

• Enter capacity (unit: L, mL choose one)

Installable area

• Area that can be applied based on one container

Sales amount

• Sales amount based on one container

Input example ③ Paint

Notes

• The information you entered Editor > Live Estimate is automatically reflected in the calculation.

• However, not all specification/sales unit information is reflected immediately.

Please note that this information will be applied in the next live estimate and CRM version update.