Introduction
Pulseway PSA users can make use of the Etilize catalog to search products, get prices from integrated distributors and add them to Quotations. Etilize will be a server-to-server Integration with the Pulseway PSA. This integration requires no login and is enabled for all tenants by default.
Important: This is currently supported only in the United States.
Pre-requisites
Access to CRM > Quotes module
Usage
Go to CRM > Quotations
Line items > Add a new item > Etilize Catalog will be available.
A pop-up to search and select products from the Etilize catalog will be displayed to the users.
A search bar to enter the product name
A keyword entered will list all the products
Options to filter by are - Manufacturer, Category, Feature.
Once a filter is selected, the filter will be seen in the product screen, with an option to remove it if needed.
Additional filter to Limit only to integrated distributors labeled Limit to my distributors will be available at the bottom of the pop
This will limit the product search to BMS built-in integrated platforms.
Currently, we have only two built-in integrations - Tech Data and Ingram Micro.
If there is no active integration a No access sign is displayed on Limit to my distributors.
Once the product is selected, click on Get Pricing
Get Pricing will get prices for integrations that are currently set up in the system. Currently, Tech Data and Ingram Micro are supported.
Distributor name, Price, Stock availability, quantity, and Add to Cart option will be available here.
Once a product is added to the cart, the Add to Cart option will change to Added.
Inactive integration with any distributor would not result in any price data.
After the product is added to the cart, users can navigate to the View Cart screen.
View Cart will show the product/purchase details, and the option to remove from the cart or reduce the quantity.
Hover over View cart will show complete product details and the ability to add this product to the quote.
Click on the product, users will see an Update to the Quote button, this will add the line item to the quote.
