CFI PORTAL RESOURCE GUIDE

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Table of Contents	2
CFI Metis Portal Resource Guide	1
Online Resources	4
Log-in Process	6
Dashboard Navigation	8
Action Required Tab	10
Orders Tab	11
Payment Schedule	12
Material Cost	14
Stock Material Order	15
Order Types	17
New Order	18
Measure/Template	19
Measure/Template Gimbil App	20
Confirm/Change Order	21
Custom Sku	26
Change Order Note	31
New PO	31
Material Order	33
Granite	33
Quartz/Porcelain/Solid Surface	34
Laminate	35
Pallet Sinks	37
Schedule	39
Reschedule	40
Scheduling on the Gimbil App	41
Install Date	42
Upload COC/POD	43
Contact	48
Work Orders	49
CFI Portal Training Small Projects	55
New Order	56
Measure/Template	57
Confirm/Change Order	59
Material Order	59
Packing Slip	60
Schedule and Delivery Date	61
Uploaded COC/POD	62
CFI Portal Training Laminate	65
New Order	66
Order Form	67
Confirm/Change Order	69
Material Order	69
Packing Slip	70
Schedule and Delivery Date	71
Uploaded COC/POD	72
IME Training	74
IME	75

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