Selling Smarter: Orders, Presentations & Customer Engagement

Orders, presentations, and tools for engaging customers.

Smart Search Smart Search uses AI to find products by understanding what you mean, not just matching exact words. Instead of only finding products with "couch" in the name, Smart Search reco…
Shared Orders in eCat Shared Orders lets authorized teammates collaborate on unsubmitted orders before they're submitted. Instead of creating duplicate orders or re-keying information, your team can…
SuperCat Solutions: Post-Market Power Moves You made it through the Market whirlwind, the handshakes, the hustle, and the late-night order writing. But the work doesn't stop when the showrooms come down. Now's the time to…
SuperCat Solutions “On-the-Day Prep” for Market Success Pro Tip: Ensure each user has their own iPad (i.e., one user per iPad). Multiple users on one iPad can lead to data corruption and loss.
SuperCat Solutions “Get-Ready” Checklist and Tips for Market Why this matters: Ensures every rep can operate independently and effectively without technical delays at the show.
Showroom Tips: Scanning For information on which scanners to buy see, Scanning Orders with eCat| Knowledge Base| SuperCat Solutions
Scan Items to Lists While scanning items for trade show ordering it's often useful to add scanned items to lists instead of immediately adding them to orders. eCat makes it easy for users to create…
Group Scanning eCat's 'group scanning' feature enables users to scan a single barcode on a showroom label, then quickly select from a list of related items to add to orders and lists. This hel…
eCat Online Projects eCat Online allows you to save as many different named project lists as you want. You can quickly add, edit and share project lists with your customers and others.
PDF Linking & Flipbooks An optional eCat iPad Library upgrade enables sales teams to present and write orders from on-brand catalogs and look books created by their marketing departments using eCat's u…
Finding Products with eCat Learn how to use the catalog organization, search, and filters to find the products customers need.
Creating Presentations - The Basics Learn the basics of creating PDF catalogs and presentations, including selecting formats, re-arranging products, and more.
Working with Lists in eCat - Advanced Learn advanced techniques for editing and using eCat product lists, including using the 'Add-to' button for rapid and flexible list creation.
Working with Lists in eCat - The Basics Learn the basics of saving lists of products in eCat for presentations and other purposes.
Creating Presentations - Advanced Learn how to share PDF presentations, export product data to Excel, and use advanced PDF creator techniques.
Emailing Product Information with eCat Learn how to use the catalog organization, search, and filters to find the products customers need.
Present with eCat in Virtual Meetings Learn a simple way mirror eCat to any computer screen so you can screen share and work with customers anywhere on short notice.
Using the eCat Library Learn how to use the eCat Library for viewing, searching, and sharing sales collateral and more.
Commitments and Interests - Complete Guide Use Commitments and Interests to capture customer interest in products when they're not ready to place an order. This is especially useful at trade shows or sales meetings where…
View a customer's information (demo article) To view a customer's information, tap the customer's name on the left side of the screen.
Creating Presentations Use eCat to create beautiful PDF presentations for dealers, builders, and designers in different formats, ranging from one to fifteen items per page. Also export product data in…
New Order Print Format A new 'Review Order' step has been inserted between the 'Finalize Order' and 'Submit Order' steps. This shows the order in a printable format for final review before submitting…
eCat Online B2B Shopping Cart The B2B Shopping Cart is an optional add-on for eCat Online that enables your customer users (store buyers) to place orders directly. Orders flow to your eCat admin site and can…
Scanning Orders with eCat eCat supports scanning orders with external Bluetooth barcode scanners or with the iPad camera. Scanning is faster than hand writing orders, resulting in 30% larger orders on av…
Customer Inquiry Customer information is sent to eCat in order to set pricing for the customer in eCat and to quickly populate customer information in orders. The territory code field on the cus…
Resource Library eCat's Library combines a powerful document/file manager with a fast and easy to use viewer for referring to, working with, and sharing sales collateral and other company docume…
Customer Sales Summaries After a customer is selected, a button showing the customer's name displays above the company logo in the left navigation area. Tap this button to reveal a number of powerful fe…
eCat Product Lists In eCat, lists of products are called 'lists'. There are three main types of lists.
Emailing Product Information Tap Actions -> Email Product Info