ANSWER  Kaseya Quote Manager licenses full, localized GfK Etilize product data for North America, Australia, New Zealand, the United Kingdom, and Europe.

In the event that GfK data is unavailable for a certain product, Kaseya Quote Manager retrieves product data from the supplier.

When one of your supplier product feeds adds a new product to Kaseya Quote Manager, GfK Etilize data for that product is automatically imported the next day.

Learn more about GfK Etilize.

You also have the option to manually add and edit product data, which overwrites any data available from GfK or a supplier product feed. Refer to Add or edit a product.

ANSWER  Depending on the item, images populate from GfK Etilize data, supplier product feeds, or your own file uploads.

The GfK Etilize premium data set automatically generates and maintains your product data, including images.

If GfK data is unavailable for a product, Kaseya Quote Manager retrieves images from the supplier product feed.

If both GfK data and supplier product feed data are unavailable, you can add product images manually. Refer to Add product images.

ANSWER  Yes, your custom products do not sync to real products and are not managed by GfK Etilize.

When building your own custom product in Kaseya Quote Manager, remember to configure all available product details, including descriptions, images, and pricing. Refer to Add or edit a product to learn how to do so.

ANSWER  You can make a rental or finance payment option available at checkout. However, until the recurring billing module completes, the recurring invoice must be configured in Autotask, ConnectWise PSA, or Xero.

ANSWER  Yes.

Proceed to Adding and managing products and services for an overview of the four product types, including Bundle.

ANSWER  Refer to Scenario 4: Purchase a bundle from supply; sell certain items and keep others in stock.

ANSWER  The following list describes possible causes.

• The product might be out of stock. By default, Kaseya Quote Manager only shows products that are in stock, unless no products are in stock in that category (in which case all are displayed). To see all products, select All Stock from the selection criteria for a category.
• The product category may be incorrectly classified. From the left navigation menu, click Products > All Products. Search for the relevant product and click its MPN to open the product detail page. In the Product details section, select an appropriate Category from the drop-down menu.
  From a supplier product feed, you can also map categories in mass quantities for products that are not managed by GfK Etilize data. Refer to Map supplier categories to Kaseya Quote Manager.
• Products that you take offline remain hidden until placed back online. From the left navigation menu, click Products > All Products. Search for the relevant product and click its MPN to open the product detail page. In the Settings section, turn on the Online store toggle.
• The product brand might not exist in Kaseya Quote Manager, therefore preventing product importation. To add and manage brands, from the left navigation menu, click Settings > Brands.
• The selection criteria chosen may have excluded products that do not have GfK Etilize product data. This applies, in particular, to products from Anyware and Leader Computers, which have pricing and brand data but may lack other specifications (for example: storage capacity). If storage capacity is selected as 512GB and the product detail does not have this information (that is, not a GfK product), the product does not list when products are filtered by this criteria.

When all else fails, search for products in the top search box above the product menu bar.

ANSWER  Via your supplier product feeds, Kaseya Quote Manager automatically adds new products to your platform and continuously manages their pricing and obsolescence. Certain factors influence successful product importation.

Kaseya Quote Manager will not import a product from a feed if any of the following conditions apply:

• The product brand is not configured in Kaseya Quote Manager. To add and manage brands, from the left navigation menu, click Settings > Brands.
• The product cost is $0.
• The product SKU is a duplicate.

On occasion, suppliers choose not to include certain products on their feed. For example, Microsoft Surface or Apple products only appear on the product feed when your business is authorized to sell those products and the supplier activated them on your feed. In this event, the supplier's product manager may be able to provide assistance.

ANSWER  Kaseya Quote Manager automatically updates your platform to reflect the current supply and sell price of listed products and services based on GfK Etilize data, supplier product feeds, and your chosen settings.

Mark-up rules apply to available stock, including any inventory held by you. If, for example, the primary supplier is less expensive but out of stock, the sell price will reflect a mark-up from the next-best supplier that has inventory available. However, if the primary supplier receives stock by the time the organization accepts the quote, then Kaseya Quote Manager will order goods from that supplier, providing you a higher margin.

To learn about all factors that impact a final sell price, refer to Pricing.

ANSWER  Pricing changes are instantly reflected based on data from the latest product feed importation.

Learn how to track your product feed import history by reviewing Managing and monitoring supplier product feeds.

The surcharge is a mark-up, while the Stripe fee is a percentage based on the gross transaction value including the surcharge. As a result, you will notice a discrepancy between the surcharge configured in Kaseya Quote Manager and the Stripe fee.

NOTE  The surcharge cannot exceed the merchant fee if trading in Australia. Refer to this article for details. 

EXAMPLE  Let's say your surcharge is 1.75%, and your Stripe merchant fee is charged at 1.75% plus 30 cents. For a $1,000 transaction, the following applies:
- the organization is billed $1,000.00 + 1.75% = $1,017.50
- $1,017.50 * 1.75% + $0.30 = $18.11 (Stripe fee)
- the organization is charged $17.50, a $0.61 differential
For practical purposes, you may consider the differential a cost of trading.

IMPORTANT  Merchant fees vary by region. The rates cited in this section are examples only. For pricing questions and rate information, contact Stripe.

ANSWER  Experience shows that profitability increases even if you do not fully recover supplier freight costs. Explore the following considerations.

Consider these two aspects of shipping:

• shipping charge to your organizations
• supplier delivery cost (as part of cost of goods)

Initially, it may seem sensible to charge the supplier delivery cost to your organizations. However, doing so is impractical for the following reasons:

• It is not possible to know what the supplier delivery cost will be on all occasions, especially on heavier items, or if the order needs to change due to supply availability shifting after quote creation.
• Organizations will not understand what the supplier's freight policy is.
• People are your most expensive resource, and manually working out supplier delivery cost requires their time.
• Quote issuance will be delayed.
• Self-quoting in an organization portal is not possible.

While the concept of disconnecting supplier delivery cost from your organization shipping charge may seem counter-intuitive, it is advantageous. Unexpected, inconsistent shipping charges cause confusion.

EXAMPLE   An organization could purchase a notebook with free delivery and later purchase the same notebook with a shipping fee. This would occur when the products come from different suppliers: one that does not charge freight and one that does charge freight.

ANSWER  Stripe offers an option to simulate payments in order to test the integration. For instructions, refer to the Testing article in the Stripe documentation.

Alternatively, you may choose to make a small test purchase on a real credit card. We recommend ordering a cable or any item that you could make use of. A trusted client may be interested in making a small test purchase in order to try out your Online Store and share preliminary feedback.

NOTE  Stripe charges a standard credit card fee for American Express.

ANSWER  We recommend starting out with a standard quote template for use across your organization. Refer to Building a standard quote template.

ANSWER  Technically, you don't have to.

Each of your organizations accesses the same Online Store from the same domain. Once an organization logs in to your site, Kaseya Quote Manager detects the account and automatically updates pricing, payments options, and other details based on the organization account settings you've configured. Refer to Creating and managing organization accounts.

However, you do have the option to create Organization-specific landing pages.

ANSWER  Kaseya Quote Manager does not support multiple entities under one account. However, you can add multiple contacts to one organization (parent) account.

Organization contacts can represent different divisions and sometimes use corporate American Express cards to automate charging to different divisions.

ANSWER  Kaseya Quote Manager offers an integration with Mailchimp. Refer to Integrate with Mailchimp.

Drip.co and related email services can operate similarly.

You can use your Electronic Direct Mail (EDM) application of choice to send mass emails to your organization base, including invitations to access your Online Store. Refer to Sending group invitations.

ANSWER  The email response will be diverted to the email address you configure in your Kaseya Quote Manager account.

From the left navigation menu, click Settings > Company details and enter a Company email address.

ANSWER  Opt for new organization accounts to require your approval.

To do so, from the left navigation menu, click Settings > Sales > Accounts are required.

You also have the option to Remove your Online Store from search engines.

Refer to Advanced fraud detection in order to ensure you are adequately protecting your Online Store from fraudulent activity.

ANSWER  Manage cart abandonment and other analytics with a Google Analytics integration.

Proceed to Integrate with Google Analytics or Google Tag Manager.

Authority limits are controlled by:

• obtaining a purchase order for larger organizations purchasing on account (if unauthorized, an internal purchase order requisition is unlikely to be approved).
• prepayment with credit card or by EFT (prepayment of unauthorized transactions are unlikely).
• your admin approval of an organization sales order.

Ordinarily, a prepayment or organization purchase order ensures that your organizations' staff members have the proper authority to place orders. Shoppers agree to your Terms of Service upon checkout. Refer to Displaying your legal policies.

In rare instances, your organization may request to limit the maximum order value of their staff's orders or to escalate orders for internal approval before they are placed. In this case, request the particulars required by your organization, and manually review the order before approving it.

All organization orders that exceed your defined threshold remain in the Draft queue for your approval before supply. Set your Automatic-approval threshold.

ANSWER  Supply may have changed.

Orders are quick to approve. Enabling email notifications will alert you to an order that requires approval.

ANSWER  First, check that you have configured an email address for the supplier in Kaseya Quote Manager. If necessary, you can re-send the purchase order.

Usually, Kaseya Quote Manager is initially configured to send supplier purchase orders to an internal staff email address for review and manual forwarding to the supplier. To configure a supplier email address:

1. From the left navigation menu, click Suppliers .
2. Search for the relevant supplier and click its Supplier # to open its detail page.
3. In the upper-left corner of the page, update the supplier Email address.

In certain instances, such as this scenario, you may need to re-send a purchase order to a supplier as follows:

1. From the left navigation menu, click Purchases .
2. Search for the relevant order and click its Order # to open the purchase order.
3. In the upper-right corner of the page, click the More icon and select Send Email.

ANSWER  Change the cost against the supplier by clicking the product SKU.

However, note that the cost of goods is adjusted when goods are receipted. The cost of goods in an unfulfilled order will be the cost of the best available supply at the time of order placement.

ANSWER  Once goods are receipted, you cannot alter a sales order.

If the goods have been returned, you must cancel the sales order in your accounting system.

ANSWER  You must manually create a new purchase order.

Refer to Manually raise a supplier purchase order for instructions.

ANSWER  A receipted purchase order cannot be reversed within Kaseya Quote Manager. The receipt of goods must be rectified in your accounting system or PSA system (if the purchase order is synced to the PSA system), and the backorder or receipt cancellation must be managed externally.

Digital suppliers are required so that digital product purchase orders remain separate from any other items that the supplier could supply (for example: Ingram Micro vs. Ingram Micro digital). Follow this process for provisioning subscriptions:

1. Follow the instructions outlined in Add a supplier to add your chosen digital supplier (for example: Ingram Micro digital, Rhipe, Pax8, etc.) to Kaseya Quote Manager.
2. Configure a 999 Priority to ensure this supplier is always chosen.
3. Add the Email address of your business contact that provisions the subscriptions.
4. When editing the product detail page for the subscription, add your preferred digital supplier as a Supplier. Ensure the product is set to Non physical and Recurring, if applicable.

Product SKUs configured in this way are automatically ordered from your chosen digital supplier, regardless of whether the order was placed from a quote or purchased from Your Online Store.

ANSWER  When Adding suppliers and product feeds, proceed to the Shipping section to learn how to configure postal box shipping details.

ANSWER  From within the Online Store, both your organizations and Kaseya Quote Manager internal users can access consignment details for any order.

Proceed to Enable organization order consignment tracking.

ANSWER  We recommend using a barcode scanner that acts as an input device to enter in serial numbers when purchase orders are received. With this method, you can use a barcode label printer to print the Kaseya Quote Manager Part Number or Model Number (also known as Manufacturer Part Number or MPN) in a barcode typeface.