Learn how purchasing functions work within Buildxact and see how to manage your receiving costs. We'll also go through the three types of purchase orders.
Features for Dealers
Don't just supply projects, help manage them
Because well-run projects lead to repeat sales
Smart dealers don’t just supply what builders need, they plan ahead, anticipate needs, and work alongside their builders to ensure that every stage of the build stays on track. As their success increases, so does their confidence in you for continued support.
Staying on track is simple with Buildxact’s sales and client reminders, schedules for deliveries, streamlined orders and invoices. Working with builders each step of the way, you transform your client base into a set of consistent, predictable customers who over time consolidate material purchases with you.
Detailed schedules made easy
With Buildxact’s easy scheduling tools, sales teams manage customer schedules with minimal effort.
- Create schedules with easy templates or convert directly from estimates.
- Stay organized and one step ahead, enabling teams to proactively assist customers.
Make sure no one misses a thing
If your customer drops the ball, be there to catch it with Buildxact reminders and notifications that ensure no one misses a thing.
- Pre-set reminders and customer notifications allow your sales team to proactively manage projects with delivery prompts, order updates and follow-up.
- Stay organized on the fly, with notifications and attachments sent via email or SMS and a dashboard to view key information at a glance.
Store project information
Multiple customers and multiple projects can quickly become an information minefield. Keep things simple by keeping all project information in one place.
- Store project notes, documents, photos and plans for easy access.
- Track and document project progress to pre-empt your builders’ needs.
- Organize projects your way, tailor folder structure and layouts.
Accurate ordering, on-time delivery
Start the project as planned, with orders that are always accurate and always timely to fulfill delivery every time.
- Enable builders to always create accurate orders with integrated dealer product codes.
- Prioritize your inventory as you encourage builders to order early enabling you to better manage supply so that you always meet customer needs.
How you benefit
See how scheduling works in Buildxact. This includes structuring your schedules, methods of creation, easiest setups, and the various views and functionalities available with the scheduling feature.
Create a job within the Buildxact platform, see the different types of jobs and default invoices, as well how job acceptance works.
Stay ahead of the game
The partnership between Epicor and Buildxact will establish a managed ecosystem, by enabling stronger partnerships between dealers and custom home builders, and by providing deeper insights to help boost supply chain efficiency.
Supply chain managers, builders, and contractors must be aware of current trends and issues to communicate with their clients and set the right expectations effectively. People get upset when they are surprised, and custom home builders can significantly diminish the element of surprise with effective and constant communication.
Pro dealer integration in the platform makes life easier for both custom home builders and pro dealers. It provides transparency into pro dealers so builders can make informed decisions and communicate directly with their pro dealers whenever convenient to them.
Once a builder and pro dealer establish a strong relationship, most builders continue purchasing with that specific pro dealer, becoming a customer for life. Pro dealers like nothing more than having a solid and consistent customer base they can rely on to sell their materials.
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A simple monthly payment includes customer support, training and upgrades.
