This article will go over actions you can perform when you order materials.
Generate Material Orders From Roof Layout
Instructions
Go to your Prospect's page.
Click on the Overview tab.
Scroll down and under Estimates, click on Create From Template.
Complete and submit the form.
Click on Material Order From Roof Layout
Add Additional Materials To Your Order
Please note that before performing any actions over material orders, you need to create an estimate for your prospect beforehand.
Instructions
Click on New Material Order
Complete and submit the form
Make sure the right location is under your supplier's information. If you need to edit this info, click on the pencil button and add your supplier's info.
Add your products by clicking on Add Line Item.
Place Material Orders
You should have your material order added to your prospect to perform this action.
Instructions
Click on your material order. Your material orders can be found under Material Orders.
Click on the Submit For Approval link on your material order checklist
Click on the Approve link on your material order checklist
Click on the Place Order link on your material order checklist
Complete and submit the form.