Arista Wood Order Builder

1. Order info

PO header

Store Name

Shipper

Ship To Address

Sales Person

Order date

Customer PO #

Customer information — useful for quotes and looking the order up later.

Customer Name

Customer Email

Customer Phone

Retail pricing for this quote / order — starts at the store default and can be changed for this customer without changing the store.

Markup multiplier

2. Add an item

guided

Search item #, collection, or description

Quantity

Wood species

Primary stain

Two-tone finish

Line notes

Manual price adjustment

Use only for approved custom charges or credits.

Calculated dealer unit price

$0

This prototype automates standard Spring 2026 pricing and common adders. Custom pieces, special quotes, and unusual upholstery combinations should still be reviewed before the order is released.

Qty	Item #	Description / configuration	Stain	Species	Fabric / Leather	Dealer Amount

No items yet.Search a SKU or collection and add the first line.

Dealer Total: $0

Order notes

Save Quote keeps an editable customer quote, Save Order saves the dealer order, and Submit Order to Arista sends the completed order to Arista.

Saved Quotes & Orders

Search by PO number, customer, salesperson, SKU, or description.

No saved records yet.Save a quote or order from the builder.

Retail Pricing

This is the store default for Retail / Customer Mode. Each quote/order can temporarily use a different markup without changing this default. Dealer cost stays hidden.

Store display name

Retail markup multiplier

Example: $1,000 dealer cost × 2.20 = $2,200 retail.

Retail rounding

CRM / ERP Connection

Phase 1 stores the integration identity now so STORIS, OrderTrac, EDI, or another connector can be added without rebuilding orders later.

Store system

External store / account ID

This does not turn on a live CRM connection yet. It makes every saved order integration-ready from day one.

Arista Admin — Dealer Onboarding

Create the dealer profile and its first Dealer Admin login together. The entire setup saves as one transaction, so you cannot end up with a store that has no login.

1. Dealer Profile

Store identity and default retail settings.

Store Name *

Arista Account #

Default Retail Markup

Retail Rounding

Store System

External Store / Account ID

2. First Dealer Admin

This person can place orders and manage the dealer's settings.

Name *

Email *

Automatic invitation: After you create the dealer, Arista emails this person a secure one-time link. They create their own password on a branded Arista setup page. The link expires after 48 hours.

Dealer profile created successfully.

Email Delivery Test

Send a harmless test message to any address without creating a dealer or user. Use this after Microsoft 365 is configured.

Test recipient

QuickBooks Desktop 2024

Download the connection file after the V40 QuickBooks environment settings are added in Hostinger. Install it only on Marianna's computer where the company file is stored.

Download QuickBooks Connection File

QuickBooks has not been checked yet.

Pending Invitations

Active account invitations. Resend any invitation that was missed or expired.

No pending invitations.

Additional Users

Add another salesperson, Dealer Admin, or Arista Admin. Every new user receives a secure email invitation and creates their own password.

Store

Name

Email

Sign in

3. Review order

Saved Quotes & Orders

Retail Pricing

CRM / ERP Connection

Arista Admin — Dealer Onboarding

1. Dealer Profile

2. First Dealer Admin

Email Delivery Test

QuickBooks Desktop 2024

Pending Invitations

Additional Users