1. How to find vendors and ask for a quoteTell Otto what you want to source and where to look, then draft a quote request to the vendors it found.
2. How to keep a vendor shortlist and choose a supplierGive each vendor a status, keep notes, and write a chosen vendor into your stock items as their supplier.
3. How to add a partner program and follow your tierKeep the dealer programs you belong to in one place, see how close you are to the next tier, and find new programs.
4. How to claim a rebate from a jobMake a rebate, SPIFF, incentive or MDF claim from a finished job, with its serials and photos, and print the claim packet.
5. How to keep track of deal registrationsRecord the big projects you registered with a brand to protect your price, and see when each one expires.