D-Tools System Integrator Update Offers Tax Lookup, Product Pricing Enhancements & Much More
The latest release of D-Tools System Integrator adds key productivity and pricing enhancements, including third-party integration for tax lookup and multiple currency support.
CONCORD, Calif. — D-Tools has issued an R1 release of System Integrator 2018 (SI 2018) that is now available to subscribers and those interested in implementing the D-Tools platform.
SI 2018 R1 adds new productivity features and enhancements that enable system integrators and technology managers to streamline their business processes and increase profitability, while simultaneously reducing overhead and improving project accuracy, according to the company.
D-Tools says SI 2018 R1 offers efficiency improvements in virtually every functional area of the software including catalog management, projects and reporting, as well as enhancements to the D-Tools customer portal, multiple currency support and third-party integration for automatic tax lookup.
Check out full descriptions of the updates and enhancements taken from a press release below:
Avalara Tax Integration
D-Tools’ integration with Avalara, a leading provider of tax compliance automation for businesses, provides SI 2018 users with the ability to accurately calculate applicable taxes for every billing line item by location, at no cost. An enhanced option is available to customers of both systems with the ability to unlock advanced features such as adding tax codes to each product/item in their catalog.
Multiple Currency Support
Accommodating international growth, D-Tools customers now have the ability to create multiple currencies for Projects, Service Orders, and Purchase Orders, aside from their company’s default currency.
Customer Portal Enhancements
SI 2018 users can now send their client an “auto sign-in” link within an email notification sent through the D-Tools Customer Portal. Users also have the ability to change the “from” name on the email sent, as well as set the “reply to” email for customers, allowing clients to reply directly back to the SI user.
DPI (Dots Per Inch) Detection
SI 2018 now has the ability to accurately detects the DPI of the monitor a customer is viewing the software on, improving the interface and imagery displayed for 4K monitors.
Client and Customer Updates
Both Client and Customer information have a mass update function to set the “owner” for each. Users can also mass update the currency and Avalara tax exemption codes.
Product Pricing Enhancement
To increase reporting accuracy and provide additional detail in documentation, a new “description” field has been added to Product Price Types.
Export Custom Layout
SI 2018 users now have the ability to Export Custom Layout from the Product Explorer, Labor Explorer, and Project Explorer interface.
Password setting enhancements provide SI 2018 customers a one-time password (OTP) to reset user password for confidentiality.
Mobile Install Update
Full Notes field now displays in Mobile Install email notifications. Notes are no longer abbreviated, allowing SI 2018 users to see the complete information before logging into the portal.
Project Number Formatting
Project Number formatting now allows users to select separator, number of digits, and start number.
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