Large resellers may have multiple branches from which they sell sheds. Quotec helps you manage these all under one system.
As a reseller you will already have your Quotec login and company details. This should be considered your Head Office organisation.
Each location that can sell sheds should be set up as a Branch. If your head office also sells sheds, we would still recommend setting up a Branch for it. Your Head Office is the overseeing organisation, while each selling organisation is a branch.
Head office and branches perform different functions.
Head Offices
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Control all pricing
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Control all orders
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When searching for jobs, a head office user can see jobs across all branches.
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Maintain milestone sets (how they are set up).
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Maintain subscriptions and payment methods.
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Can make quotes (although we recommend all quotes are done through branches).
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Head office analytics shows sales across all branches.
Branches
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Can make quotes
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Can NOT control orders.
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Can NOT control pricing
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Can NOT maintain milestones, although they can use them on their jobs.
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Uses the Head Office proposal template for their proposals.
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Uses their own construction pricing.
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Analytics will show sales for their own branch only.
Use the Branch screen to set up your branches.
To assign users to different branches, see Assigning Users To Head Office/Branch