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Welcome
Welcome to Specifi Quote – Organiser Platform.
With this manual, we will show you how the new cloud technology can help you quickly and easily create one source of truth for all your company assets and data.
No installation is required. To get started, log on to the Organiser Platform and follow the directions to enhance the collation of your information.
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Table of contents
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Logging in to organizer
Pages 5-9
How to create a new brand
Pages 10-18
Brand settings & Tools
Pages 20-21
Printing & customising
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Pages 22-33
Creating a library
Pages 35-38
Editing your products - Toolset
Pages 32 – 40
Publishing Information
Logging into Specifi Organiser
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If you are a new user, create a Specifi account by clicking the Orange “Register” button.
If you already have your credentials, log in directly.
CREATE A BRAND
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Add a brand
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Welcome!
After entering your log-in credentials, you are taken to the Specifi Organiser welcome page.
On the left-hand side is a list of all current Specifi Brands.
To begin creating all your information click the Orange + “Add Brand”.
Add a brand information
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If you want to find your brand information after you have added it at a later date, you can use the search facility here.
Add company information
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The first screen directs you to all the important information about your company, here you can add the company name, logos, and system of measurement, select and complete all your requirements and click the “Next” button at the bottom of the screen.
Add a price list - Category
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If you already have price list description's you can add them here, and apply them to your products.
Click the orange “Save” button and you will be directed to the next page where you can easily find all your Brand master settings.
BRAND SETTINGS �& TOOLS
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The intuitive interface offers a whole array of new tools, which are described below. You can begin by editing the information contained in the headed descriptions and don’t worry you can come back to this page later if you require to add more information.
1.Default Settings
As covered previously this is where you can add or amend Brand default settings such as measurement units and certification.
2. Language’s
Here you can set you preferred languages.
3. Price lists
Set you price list conversions for uploaded products.
4. Levels
By entering Levels you can manage all your items by giving them product category's which they relate too, for example Worktops.
5. Accessory Groups
Create a custom product and save the item to your library for future use.
6. Analytics
Once all you information has been completed and you have added all your products for publish, you can view the Brand information of everyone who has viewed the Brand.
7. Templates
Here you can add document templates for printing your layouts, have a specific layout you want to apply to the specification sheet? simply upload and select it from the dropdown menu.
Brand settings�User view
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Default settings
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You can also access this page from your product list, by clicking Library settings.
Languages
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Here you can add additional languages which you require your product to be available in.
Pricelists
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Here you can assign particular price lists to allocated products or a complete price list throughout.
Levels
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Here you can create all associating product levels, and inserted sub-levels if your require.
Levels
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An example is shown below on how to insert a Sub-level. Click the “+” plus icon to insert an additional level inside your main one.
Accessory Groups
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Manage your accessory groups from here.
Analytics
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The advance functionality allows you to view many types of information. The information is generated from other parties viewing your Brand once it has been published.
PRINTING �& �CUSTOMIZING
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Adding Templates and printing
In templates you have the ability to print either your pricelists or specification sheets presenting all your added items.
You can customise and add particular layout styles by downloading our standard template, editing it to suit your needs & then uploading.
How to do this is explained on the next page.
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Adding Templates and printing
To add your marketing brand material for printing, you can edit the master document's appearance with the following tools.
Change text styles, add company logos, and preferred formatting.
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1.Download a template
Click here and save our template, then edit it in Microsoft word to suit your requirements. Save the file and follow item 2.
2. Add your preferred template
Upload your saved template
3. Select the template of your choice
If you require to save and use more than one template, simply select it from the list after you have uploaded ..
4. Download word or pdf
You can download the complete documents with all the product information from here.
CREATING �A �LIBRARY
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Start adding products
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To start adding all your products, click the “edit products” button. This will take you to the next screen where you can start building your entire database.
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Clicking the “add a new product” button will take you to the next page where you can begin by creating all your product information.
Add a new product
Tools & Functions overview�Menu Bar – Library settings
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1.General Information
Navigating to this tab will let you add all your product's general information, codes, names.
Upload the relevant files to the product such as .jpeg and .dwg and enter the dimensions of the item.
2.Description
Enter the products description information, if required you can copy and paste the information in the text boxes.
3. Connection
This is where all your connection information for the equipment's services can be added, electric, water, gas, waste.
4. Accessories
If your equipment has a selection of accessories, you can easily add them here, to do so click new product.
5. Attachments
If you already have all your items ready for example, cad files with associating file names.
You can multi-upload all the content for quick access. Simply navigate to your folder and either select the upload button or drag and drop the contents from the folder.
6. What's missing tool
This button will take you to any information which you need to complete.
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The following screen is where you can begin adding all your product information. Please follow the intuitive user interface to begin adding your content. The first section applies to all product descriptions and associating files.
General information
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Here you add the dimensions associated with the product.
Add dimensions
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Add short and long descriptions here, please note you can copy and paste your long descriptions straight into the allocated entry box.
Add a description
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All associated product connection positions can be inserted here. Click one of the types to begin inserting the information.
Add connections
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If the product you have added has additional accessories, you can add them as an additional product here and include them as an associated product item.
Add accessories
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Follow each heading and enter the relevant information, just as creating the main product. Then click “Save”.
Add accessories
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You can add single files by clicking the upload file button or navigate to your appropriate folder where your items are saved and drag and drop the contents straight into the software. All the files will be saved for quicker access later on if you require to add them.
Attachments – multi upload
Example folder contents
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Need to check all your information, the Whats missing tool. quickly navigates you to any information which you need to include.
Whats Missing?
EDITING YOUR�PRODUCTS
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To navigate to the brand product list you have created click the brand code name, at the top of the screen and this will direct you to your items.
Viewing all your items
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Equipment Editing
Clicking one of the checkboxes next to the equipment will display and turn on the available tools, shown on the next page.
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Equipment customization
Toolset for editing equipment
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1.General Information
Click the check box of one or several of the products listed, you can duplicate the content of the items.
2.Levels
This tool allows you to create certain levels of information within a product range for example adding a bespoke table with varying worktop selections.
3. Category
This is where all your connection information for the equipment's services can be added, electric, water, gas, waste.
4. Price multi-edit
Quickly adjust any price variations.
5. Copy properties
Selecting the product checkboxes you can copy any existing properties.
6. Remove
Select the appropriate checkboxes and click “remove” to delete an item not required.
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Equipment customisation
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7. Library settings
This tab will allow you to add all your product's general information, codes, names.
Upload the relevant files to the product such as .jpeg and .dwg and enter the dimensions of the item.
8. Publish
Once you have checked the what's missing tool you can publish all your information to the Specifi cloud. The connection integrates between both our new platforms and you can see your content in the online catalogues and browse through the content.
9. Template
Here you can download a master template to enable you to insert all your existing product lists. We have allocated references for codes, manufacture, and costs.
10. Import
Once all your information has been added to the default template above, you can simply insert the content and create a database of information, avoiding the need to double up on any information. You can then simply assign all your cad and design images to build your library.
11. Export
Export all your entry's to one large database and open in Microsoft Office programs.
12. Settings
Here you can adjust the information settings shown in your on-screen columns.
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PUBLISH YOUR�PRODUCTS
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Publish
When you are ready to publish all your information you have the availability to make a preview of all the content.
When you are ready you can select either preview/published to make a live example of your content. You will note the colour changes afterward on your content list indicating the status of the information.
Preview
Publish
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