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Material Orders Overview

Generate Material Orders from roof layout, Add one offs to your orders, and Place material orders.

Rooflink Support Team avatar
Written by Rooflink Support Team
Updated over 3 years ago

This article will go over actions you can perform when you order materials.

Generate Material Orders From Roof Layout

Instructions

  1. Go to your Prospect's page.

  2. Click on the Overview tab.

    Overview highlight


  3. Scroll down and under Estimates, click on Create From Template.

    Create From Template highlight



  4. Complete and submit the form.



  5. 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

  1. Click on New Material Order

    New Material Order link highlighted

  2. Complete and submit the form

  3. 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.

  4. 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

  1. Click on your material order. Your material orders can be found under Material Orders.

  2. Click on the Submit For Approval link on your material order checklist

  3. Click on the Approve link on your material order checklist

  4. Click on the Place Order link on your material order checklist

  5. Complete and submit the form.

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