Connecting your Roofr Catalog Items to your ABC Pricing

Introduction

With the ABC Supply integration in Roofr, you can automate the updating of material prices, ensuring your catalog always reflects the latest ABC pricing. This eliminates the need to manually adjust prices and helps you stay competitive with accurate, real-time costs. By the end of this guide, you’ll know how to easily link your Roofr catalog to ABC pricing, either manually or in bulk.

Ready to go? Let’s dive in!

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Setting up catalog pricing

You have two options for integrating ABC Supply pricing with Roofr:

1. Manually search ABC's catalog for each item
2. Use SKU numbers and bulk upload a CSV

Here’s a step-by-step breakdown for each method:

Option 1: Manually Search ABC’s Catalog for Items

Step 1: Access the catalog in Roofr

• Go to the Catalog screen in Roofr.
• Click Edit next to any item you want to add ABC pricing to.

Step 2: Find supplier costs

• Scroll to the Supplier Costs section at the bottom of the page.
• Click Add, and select the ABC integration (avoid selecting old, manual ABC suppliers).

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Step 3: Search ABC’s catalog

• A search bar will appear. Type the name of the item for which you want ABC pricing.
• Roofr will search for a matching item from your ABC integration. You can edit your Roofr item name if necessary to match the ABC product.

Tip: Ensure the product name in Roofr matches what is listed in your ABC material orders and pricing sheets for accurate pricing.

Step 4: Select the correct item from ABC

• Choose the correct product from ABC's catalog.
• If there are multiple color options, pick any color (each color has a unique SKU)

Step 5: Verify branch-specific pricing

• After selecting the item, Roofr will gather pricing from all branches you’ve set up in your ABC integration.

Step 6: Complete the setup

• Your Roofr item is now linked to the ABC pricing. Prices update automatically each night, but you can manually refresh individual items or your entire catalog at any time.

Step 7: Repeat for other items

• Go through the same process for all material items in your catalog to keep your ABC pricing up-to-date.

Option 2: Using SKUs and Bulk Uploading a CSV

Step 1: Download Your Roofr Catalog as a CSV

• Go to Manage Catalog, and download your catalog as a CSV file.

Step 2: Add ABC SKUs

1. Open the CSV file.
2. Find the column labeled abc_sku.
3. Add ABC SKU numbers for each item.
   • Tip: You can find SKUs on your ABC invoices, in the myABCsupply app, or by asking your branch manager.

Step 3: Re-Upload the CSV

1. Go back to Roofr, choose Manage Catalog → Upload Catalog.
2. Select Update existing catalog items.
3. Upload your updated CSV file to complete the setup.

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Step 4: Success!

Your entire catalog now has integrated ABC pricing, automatically updated every night.

FAQs & Tips

FAQs

• Does Roofr use my negotiated ABC prices?
  Yes, Roofr will apply the special pricing you’ve negotiated with ABC.
• Do item names in Roofr need to match ABC names?
  No, you can link any Roofr item to any ABC item, regardless of name differences.
• Does the pricing include sales tax?
  No, ABC doesn’t provide sales tax information until an order is placed. Adjust your margin accordingly.
• Why am I seeing unexpected prices?
  Ensure the unit measurements in Roofr match the ones used by ABC (e.g., bundles, rolls).
• Why does an item show "no cost available"?
  This means the item isn’t stocked at that branch or pricing isn’t available. If it seems like an error, contact Roofr support.
• How often does my pricing update?
  Pricing is refreshed automatically every night, with an email notification sent if changes occur. You can also manually update your catalog anytime.

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