by Alex Hamel | Jun 26, 2018 | Projects
Overview Introduction Projects are the core of the system, it manages quotes, but also all the follow-up reports related to a quote that becomes an order. Consequentely, it generates Purchase orders, Packing slips and Invoices too. Let’s take a look at the...
by Alex Hamel | May 26, 2018 | Projects
Add catalogs items Introduction Automator is using Project Matrix’s catalogs. That means we can install any of the 130 available catalogs provided on ProjectMatrix.com. If you’d like us to add a catalog, just send us a request. Let’s now see how we...
by Alex Hamel | Apr 26, 2018 | Projects
Add none-catalogs items Introduction Automator is using Project Matrix’s catalogs. However, some of our manufacturers are not providing catalogs to Project Matrix. Then, we need to create their items manully in the system. Once it’s done, we can then...
by Alex Hamel | Feb 26, 2018 | Projects
Importing SIF into a quote Introduction SIF files are the common way to import/export quotes between furniture apps and softwares : 2020 CAP/WorkSheet, Project Matrix, FCC, CORE, AllSteel Synergy / Smart Quote, etc. Here’s the way to use them with Automator....
