CFI PORTAL RESOURCE GUIDE

INDEX

CFI METIS PORTAL TRAINING

Online Resources Log-in process

4 6 8

Dashboard Navigation Action Required Tab Orders Tab Payment Schedule Material Cost Stock Material Order Order Types New Order Measure/Template

10 11 12 14 15 17 18 19 20 21 26 27 31 33 33 34 35 37 39 40 41 42 43 48

Measure/Template Gimbil App

Confirm/Change Order

Custom Sku Change Order Note New PO

Material Order

Granite Quartz/Porcelain/Solid Surface Laminate Pallet Sinks

Schedule

Reschedule Scheduling on Gimbil App

Install Date Upload COC/POD Contact

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