How to use your QXO integration in a Roofr material order скачать в хорошем качестве

How to use your QXO integration in a Roofr material order

1) CREATE MATERIAL ORDER Navigate to the Material Orders section on a Job Card with a won proposal. Click ‘Create Material Order’ and select the proposal you want to create the order from and click ‘Continue’. Review your material items and click ‘Continue’. 2) EDIT MATERIAL ORDER On your material order: select QXO from the Supplier dropdown and choose your branch location. To edit quantities or pricing click ‘Edit Items’. Confirm order details. Click ‘Preview’ to view your order. 3) FINALIZE MATERIAL ORDER Click ‘Finalize order’. Roofr will find any items not already synced with your chosen supplier. Click ‘Connect items’ to sync. 4) SYNC ITEMS Roofr will find the best match for your un-synced items. Click ‘Confirm match’ to connect the single line item listed or, select the pencil icon to edit the matched catalog item. Click ‘Confirm all’ to sync all items as shown. Click ‘Save’ when all items are connected to a supplier item. 5)  EDIT ITEMS Click ‘Edit Items’. Review your materials and update any relevant selections to the ‘Option’ column. These are generally colour selections for an item, so be sure to choose the correct option. 🎉 Success! You have now connected all of the items in this material order. These items will now be connected in your Roofr catalog and existing proposals and automatically sync to supplier pricing every night. Have more questions? Email us: [email protected]