D-Tools announced the availability of System Integrator (SI) version 18. Geared to meet the needs of electronic systems contractors, new capabilities and feature enhancements help companies save time, gain deeper insight into project processes, and improve operating efficiency throughout their business. D-Tools SI v18 will be on display at Integrated Systems Europe, Stand 2P300.
SI v18 offers numerous timesaving and productivity advancements that benefit sales, project management and service teams, including updates to sales and quoting management, projects, inventory tracking, tasks, service orders and more.
Enhancements to SI include:
Sales and Quoting Management
Quantity-based Quoting, ideal for security and structured cabling projects, improves application performance while allowing salespeople to develop a scope and budget for large projects in a fraction of time. Projects now support the ability to manage line items (products, labor, packages, and solutions) by quantity, making it easy to quickly price out a system without designing and assigning locations, systems, etc.
Products/items now have a new Purchase Cost field, which improves multi-currency support by enabling users to accurately track the cost for an item in one currency and present the price for that item in a quote in different currency, regardless of currency conversion.
Improved Product Search
The new Find Usages feature is a great asset management tool that provides the ability to search across purchase orders and service orders to identify where products have been installed. This feature is particularly useful in situations where a product has been recalled, requires a firmware update or is becoming obsolete and should be replaced.
Compare and Sync with Catalog feature for project and catalog items guarantees that project items are up to date and accurate. Simplifying updates to/from the catalog helps users discover and fix potential product issues such as price differences, products that not available in the catalog, unapproved/discontinued items, and other project errors.
Serial Numbers Search provides an historical record of an item’s location and usage on a project—such as on a purchase order receipt, in a task, or on a service order, based on its serial number— solving potential problems and saving time for project management and service teams.
New Tracknicity and TRXio integrations help integrators manage their inventory, which at the same time ensuring that inventory items, whether pulled from stock or order for a project, are efficiently, seamlessly, and accurately tracked from proposal through being purchased, received, staged, picked, delivered, installed, and serviced, thereby keeping projects on schedule while helping to reduce unnecessary and unwanted inventory buildup and avoid duplicate product purchases.
Summary Tasks and Summary Service Orders group a series of connected events (i.e., installation tasks, service requests) to facilitate resource planning, scheduling, and invoicing.