Material Orders

Turn Signed Quotes into Supplier Purchase Orders

Material Orders transform the items from a signed customer quote into a clean, simple order form. Send these directly to your suppliers or distributors to fulfill the material needs of a won project, streamlining your procurement process.

Prerequisites and Recommendations

  • Signed Quote Required: You can only create a material order after a customer quote has been signed.
  • Level 2 Setup Recommended: Having your Product List configured with line-item pricing makes building orders quick and automatic.

1. Send a Material Order to a Supplier

Once you have a signed quote and a layout, you can generate and send the order.

Steps to create and send an order:

  1. Open the project with the signed quote.
  2. On the report card, click Create Order button.
  3. Customize the Order:
    • Rename it by clicking the pencil icon in the top-left corner.
    • On the Materials Page, review the auto-populated items:
      • Permanently Delete: Click the red trash can icon on a line item or section. This action cannot be undone.
      • Temporarily Exclude: Toggle items or sections off to hide them from the supplier without deleting.
      • Add Notes or Sections as needed.
  4. Send the Order:
    • Click Review and Share button, then Send Order button.
    • Add the supplier's email address.
    • Include a note for the distributor.
    • Click the final Send Order to dispatch it.

3. View and Manage Existing Orders

Track all orders associated with a project from the project details page.

To view order history:

  1. Open the project with the signed quote.
  2. On the Project Details page, under the report name, you'll see a note about associated orders. Click View.
  3. A panel will show all started or sent orders. Here you can:
    • Edit, Duplicate, or Delete an order using the icons on the right.
    • Click the down arrow to view the submission history (who it was sent to and when).