Inventory Management: A Guide for HVAC Business Owners

What is inventory management?

Inventory management involves controlling your supply chain so that you can provide your customers with the service they need quickly and easily without wasting time and resources. Service based businesses rely on effective inventory management techniques to save money while consistently having the parts and supplies they need to ensure that jobs get done in a timely manner. Inventory management is a balance that involves anticipating demand and keeping track of how many units you have in stock.

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Series: Learn How to Use the Website Like A Pro – Tip #9 Parts List

Do you repair or replace equipment? We know that when you are repairing equipment it is imperative you have the correct parts. Our parts look up tool has always been available on our mobile app but now you can look up parts on the website. Easily search and order parts for whatever repair or replacement you are working on. Want to get started today…. Easy. Login to your East Coast Metal Distributors account and follow these steps!

How to find parts list and look up parts:

  1. Search and find the item you are looking for a part for
  2. Once on the product page scroll down to the bottom of the page (you will find a section with description, specs, and parts list)
  3. Click on the parts list tab
  4. Click the drop down arrow and select the model number
  5. A list of parts for that model number will expand out
  6. If available for ordering you can add these items directly to your cart
  7. If not available for online ordering, no worries! Contact your local branch and they will look into ordering that part for you.

Still have questions? Contact your local salesperson or branch for additional assistance.

Series: Learn How To Use Our Website Like A Pro – Tip #10 Adding and Managing Users Roles and Permissions

Once you have an online account set up with East Coast Metal Distributors you can add and manage users right from the Customer Portal. This allows you to add technicians, salespeople, and office staff so they can place orders, check pricing, pay invoices and more.

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Series: Learn How to Use the Website Like A Pro – Tip #8 Order Templates

Do you order the same products over and over again? East Coast Metal Distributors has a solution to better streamline the ordering process for you. Our Order Template feature can help you create a list of products that are tailored to your order habits. Building order templates on our website is easy and helps you save lists of commonly ordered products for easy reference when you need to reorder.

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Series: Learn How To Use Our Website Like A Pro – Tip #7 Filtering and Searching for Product

East Coast Metal Distributors stocks and distributes thousands of products and we understand that the thought of having to shift through them all to find the right one can be intimidating. That’s why we have made it easier than ever to narrow down your search through filters such as SEER, size, gauge, brand, and more! 

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Series: Learn How To Use Our Website Like A Pro – Tip #6 View & Download Spec Sheets

East Coast Metal Distributors provides tools that you need to successfully complete a job. Start viewing and downloading specification sheets like a pro today! View and download specification, installation, warranty documents, consumer literature, and parts lists straight from our website or mobile app.

Our Specifications tab allows you to view the attributes of a specific product. Listed attributes include size, weight, stage, seer, and more. Our product information team provides this data to ensure the product you are purchasing is right for your customer.

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Series: Learn How To Use Our Website Like A Pro – Tip #5 Find AHRI Matchups

Save time by using our AHRI matchup tool like a pro.

Our website is a one-stop shop for creating an AHRI matchup. Skip the hassle of visiting multiple sites and find a matchup in one place. You will also be able to filter multiple matchup results, view matchup pricing, and add to cart.

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Series: Learn How To Use Our Website Like A Pro – Tip #4 Manage and Pay Invoices

View your invoices and bills online in one place. It’s easy – login to your online account for a one stop shop for invoices/statements and payments.

Once you log into your online account select the Pay Invoices tab under your Customer Portal. This will automatically log you into your online invoice and payment portal where you can view and manage all of your past and current invoices.

Click on the settings tab in your invoice portal to receive an email when a new bill is available, attach a PDF version, receive payment confirmation and sign up for paperless bills.

Interested in opening a credit account with East Coast Metal Distributors? Fill out the online credit application found HERE

Series: Learn How To Use Our Website Like A Pro – Tip #3 View/Accept Bids

Do you request bids from your ECMD Sales Rep? Viewing and accepting bids is now easier than ever! You have access to them 24/7. You can download the bid as a PDF or CSV(excel) file for future reference. Login to your online account at www.ecmdi.com to start accepting and viewing bids today. 

Follow these easy steps to get started today!

1.Login to your ECMDI account 

2. Select “Bids” in the menu located on the left hand side of your Customer Portal.

3. Search for bids by the bid #, bid name, or job name.  

4.Click on a bid to view items and pricing and select “Accept Full Bid” to add those items to your cart for easy checkout.

We hope this helps you look up pricing on our website like a pro. Still have questions? Contact your local branch or salesperson and we can help set up additional training on our website for you and your staff.