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Catalog

Product Catalog

The SI Product Catalog offers powerful tools to help users better manage product information and pricing – the main drivers of D-Tools’ data-driven process.

SI 2017 adds new features and enhancements for catalog management. Enhancements to Packages and Price Rules give SI users unparalleled control over margin, markup, and overall product pricing.

New in SI 2017

Find Product in Projects – SI 2017 can now search across projects to locate specific products that are in use for improved management of discontinued products, re-calls, or replacements. Users can select multiple products (or filter for “discontinued products” and select them all) and find which projects the products are used in for easy tracking and management.

Add discount to Package labor – This feature enables discounting to labor items in a package (phase labor for products as well as labor items). This discount can be added at package creation, changed prior to adding the package to a project, or changed once it has been added to a project.

Improvements to CSV Catalog Export  – Calculated fields including Labor Cost, Labor Price, and Installation price are now included in the CSV export for catalog products.


Portal Integration – SI users can search the Portal product catalog from within the D-Tools Data Library. SupplyStream products can be downloaded directly into the local catalog (Portal membership and D-Tools Data Subscription required), and Portal customers can view and download vendor information, pricing, and availability.

Portal membership is available at no cost for D-Tools customers. Visit https://portal.io/d-tools for more information and to sign up.

Select Vendor and Pricing – Vendor pricing and availability are shown and SI users can select vendors and assign price types prior to downloading into their D-Tools catalog. Once downloaded, vendor and cost are automatically added and available for use in projects.

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Package Improvements – D-Tools packages can be assigned a specific price type or follow a project price type. When a package with a specific price type is added to a project all package products will be added at that specific price regardless of the project price type.

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Price Rules Improvements – Previously managed separately, Price Rules for products in the catalog and products in a project have been merged into a single list, further streamlining the pricing process. Price Rules can be applied across price types in the catalog or in a project, giving even more control and flexibility over pricing for complex jobs.

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Additional Mass Update Options – D-Tools’ Prompt and Recommend options for product and labor accessories can be mass updated, making it easier to create the perfect product mix and reduce errors when specifying products for client engagements.

Package and I/O Editor Improvements – The D-Tools Package and I/O Studio editors have been improved for greater visibility and workflow. The new split view in the Package editor makes it easy to see item count when creating packages, and users can now set a starting point for auto number incrementing from the I/O Studio.

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Price Types– SI enables users to configure up to 12 levels of pricing in the product catalog. These user-configurable price types enable users to manage and apply pricing for a variety of scenarios.

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Find Usages and Replace – Gives users the ability find products or labor that are used as accessories or used in Packages and select a replacement product or labor unit. This feature can also be used as an “Audit” function to find discontinued products and replace with a current project.

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MVP Download Center – The MVP download center enables users to get updated product information, company news, and in some cases dealer pricing from D-Tools MVP Manufacturer partners through the SI Data Browser. A re-designed products section with new/featured products for download as well as messages from select MVPs make it even easier for users to find the right products to build their catalogs.