Help Center
Table of Contents: Surefront Help Articles
Start Here & Account
Adding a New User & Assigning Access
Creating and Maintaining a Company Profile
Creating Departments and Categories
Customize Customer Information
Exporting Custom PDF Line Sheets
Exporting Custom PDF Tech Packs
Exporting Default PDF Line Sheets
Exporting Default PDF Tech Packs
How to assign a Teammate to a Customer
Messaging Internal Team Members
Table of Contents: Surefront Additions
Catalog & Products
Bill of Material / Linked Component
Bill Of Material: Price Calculator
Bill of Material: Saving Parent Items and Components Back to the Catalog
Bulk Upload Product Data and Media
Deleting Products from the Catalog
Getting Started - Brands/Suppliers
How to add a Customer or a Supplier
How to add products to the Catalog
How to Duplicate Products in the Product Catalog
Managing Products in your Catalog
Showcases, Programs & Projects
Creating a Project from Catalog
Editing Product Details in Projects
How to Create a Showcase from the Catalog
Receiving a Showcase From Your Supplier
Requested Updates Folder (Send to Sales)
Save Back to Catalog (Product Details Page)
Quotes & Orders
Add a PO#, Customer, and Customer PO# to an Order
Adding Special Notes to an Order from your Supplier
Analytics Feature in Projects, Quotes & Orders
Bill of Material: Parent Items & Components in Projects, Quotes, and Orders
Creating a Purchase Order from Catalog
Creating a Quote through Catalog
How to Save Products to the Catalog from a Quote
Messaging your Buyer with Sticky Notes in Quotes
Messaging your Supplier with Sticky Notes in a Quote or Order
Placing an Order from the Quote Received from your Supplier
Receiving a Quote from your Supplier
Sales Order from Catalog (Seller Generated PO)
Shipping/ELC Calculator in Quotes and Projects
Using Filters in Projects, Quotes & Orders
Workflow, Messaging & Reporting
Bulk Editing Tasks in Workflow
Send to PD Notification- Messaging
Sending to Product Development (PD)
Release Announcements
April 2023 Release Announcement
December 2023 Release Announcement
December 2023 Release Announcement #2
February 2025 Release Announcement
January 2023 Release Announcement
June 2022 Release Announcement
June 2024 Release Announcement
March 2024 Release Announcement
November 2023 Release Announcement
November 2024 Release Announcement
October 2024 Release Announcement
New & Expanded Help Articles
Customer Relationship Management
