Knowledgebase
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| Video Link | Description | Length |
|---|---|---|
| Installing eCat | How to install eCat on your iPad, step-by-step | 2:12 |
| eCat Basics | ||
| * Three ways to view products | Overview of eCat's three product views and special features of each | 3:20 |
| * eCat Settings | Learn how to set price levels, hide prices, sort the catalog, and more! | 4:07 |
| * Finding products in eCat | Learn how to use the catalog organization, search, and filters to find the products customers need. | 2:51 |
| Product Lists | ||
| * Working with Product Lists #1 | * Learn the basics of saving lists of products in eCat for customer presentations and other purposes. | 2:58 |
| Working with Product Lists #2 | Learn advanced techniques for creating, editing and using eCat product lists. | 3:37 |
| Sharing Product Info | ||
| * Emailing Product Information | * Learn how to email product photos and information from eCat. | 2:52 |
| * Creating PDF Presentations #1 | * Learn the basics of creating PDF catalogs and presentations, including selecting formats, re-arranging products, and more. | 3:07 |
| Creating PDF Presentations #2 | Learn how to share PDF presentations, export product data to Excel, and use advanced PDF creator techniques. | 3:32 |
| Using eCat's Flipbook feature | Learn how to add products to wish lists, save projects and write orders in eCat using your companies marketing materials. | 3:32 |
| * Using eCat's Library | * Learn how to use the eCat Library for viewing, searching, and sharing sales collateral and more. | 2:20 |
| Working with Customers | ||
| Selecting a Customer | Learn how to select customers, ship-to's, and more | 2:42 |
| Creating New Customers | Learn how to create new customers in eCat | 1:41 |
| eCat's Customer Profile Panel | Customer panel overview. Learn how to view detailed customer information, a customer's product preferences and best sellers, on-order items, & more. | 3:39 |
| Writing & Managing Orders | ||
| Writing orders with eCat (Basics #1) | Learn the basic ways to write orders in eCat then finalize and submit them to your company and customer. | 3:55 |
| Writing orders with eCat (Basics #2) | Learn how to preview and edit orders and quotes, apply discounts, share quote information in PDF presentations, and more. | 4:38 |
| Writing Orders with eCat (Basics #3) | Learn how to finalize orders and submit them to your manufacturer | 3:44 |
| Managing Orders & Quotes (Basics #4) | Learn how to suspend and resume orders & quotes so you can work on them over a period of time. | 3:36 |
| Ordering Custom Items with eCat | Learn how to configure, price, and quote ("CPQ") custom items, then share them with PDF presentations. | 3:39 |
| Duplicating Order Lines | Learn how to quickly duplicate one or more order lines | |
| Duplicating eCat Orders & Quotes | Learn how to duplicate orders and quotes for quick re-ordering, shipment to multiple stores, sending quotes to multiple specifiers, etc. | 4:02 |
| Tips & Tricks | ||
| Using eCat for Virtual Meetings | Learn a simple way to screen share eCat in virtual meetings - so you can work with customers anywhere, anytime, on short notice. | 1:52 |
| Using eCat for 'Smart Selling' | Learn how to guide your customers to success by combining catalog sorting, customer sales display features and product filters to gain powerful insights into historical customer and regional product preferences. | 4:30 |
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