Marketplace - NTS Direct
QuotingBill marketplace - NTS Direct
Equipment providers like NTS Direct allow you to order hardware for your customers. By leveraging the NTS Direct application with projects the time between sending a quote or invoice to shipping and ordering the phones from NTS Direct is vastly reduced. Let's look at how we can use NTS Direct to improve the overall QuotingBill experience for your business!
Installation
You can find NTS Direct right here in the marketplace. Just like any other application click to install and then head to preferences to set up your NTS Direct account with QuotingBill!
Configuring
Within the NTS Direct application window you'll find in the sub-menu "Settings" that you need to give QuotingBill your NTS credentials. To get these credentials please contact a representative from NTS Direct if you're unsure on how to retrieve them. After that, hitting save & test should let you know if everything was correctly configured!
Configuring products
The real power of QuotingBIll x NTS Direct comes from the ability to attach products to products from the NTS Direct inventory. By configuring a QuotingBill product to a NTS Product, the entire system is now made aware that the specific QuotingBill product is tied to NTS Product which becomes very handy later down the line when we're working with invoices and projects!
Here's how to configure a product to NTS equipment!
Using the NTS Direct application
Orders
From here you can view all orders made for every customer with what products they ordered. You can also search for orders too!
In project tasks
The NTS Direct application offers a recipe for projects which you can add when creating a new project!
The NTS Direct application recipe also offers one task which allows us to order the equipment for that user which you can see here!
From here you can add shipping addresses, check stock and then proceed to ship the desired equipment from NTS Direct. You can also choose which shipping method you would like to use. After the order has been made you will be able to view it from the NTS application window.
Note: If you checked "Create project" on your quote or invoice this task should already be populated with the correct product.
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