How to Add and Update Equipment?

Visit https://app.setsale.ai/auth/login and sign in as usual.

From your dashboard, click the Settings dropdown in the left middle column

Select Settings and navigate to the Equipment page

From the Equipment page, identify the Upload Pricebook box in the right side of the page

Select Upload Pricebook, which will refresh the page

Once on the Import Pricebook page https://app.setsale.ai/app/settings/company/pricebook/import

Click or drag your manufacturer pricing book file into the file upload location in the middle of the screen, and upload it into SetSale

Once the file is downloaded, select continue

After upload, SetSale will automatically reference our global equipment database and alert if there is any equipment that is missing or needs more information

Update New Equipment, reach out to the SetSale team for help, or select Skip and Continue

Behind the scenes, SetSale will sync your PriceBook with brand information, product data, matchups, and pricing

Select Finish