How to Create a Material Order

What it does: Create a library of all of your material orders created on Roofr.

Purpose: Streamline your job workflows by allowing you to create material orders within the same system that you are creating reports, proposals, and managing your jobs.

Prerequisites: Job Address. Material orders can be created without an existing job record but will require a job address. You also need to have at least 1 supplier setup before you can create a material order.

Available On: Premium & Elite Plans

Material Orders can be created in a few different ways:

1. Directly from the Job
2. From the Material Orders dashboard
3. From a won Proposal

Creating a material order without a proposal

Note: If you want to order materials in bulk to your office, you create a fake job and then order any materials you need.

Creating a material order from the job card

Step 1: Open the job card and navigate to the material orders section and click on “Create Material Order”.

Note: You can create multiple material orders for the same job.

Step 2: This will open a new material order. The material order is branded with your company logo and address.

Step 3: Select your supplier and branch. The dropdown will have a list of all the suppliers and branches you setup during the supplier creation flow. If you selected a preferred supplier and preferred branch, they will be pre-filled to speed up the process.

Step 4: Click “Add item” to start adding individual materials. You can also search your catalog for items. The prices will automatically be pulled in from your catalog. You can add colour preferences or any other customization you might need in the “Customization” column.

Note: You can edit the prices of existing items, and create new items as well if needed. Any changes made to prices and items will not automatically update your catalog.

Step 5: Once you’ve added all your items, hit “Save”.

Note:  All fields are mandatory apart from customization.

Step 6: Next**,** fill in the order details.

Note:

• You can either set the delivery address as the job location or your office.
• The point of contact refers to the person in your company the supplier should contact if they had questions about the material order.
• Delivery instructions is where you can add any other information you might want to give the supplier. For eg: Loading instructions etc.

Step 7: Click “Preview Order” and that’s it! Your material order has been created and you’re ready to send.

Creating a material order from the Dashboard

Step 1: Navigate to the material orders dashboard

Step 2: Click on the blue button that says “Create Material Order: on the top right corner

Step 3: Enter a job address

Step 4: If a job record exists for that address, you’ll be able to attach the material order to that record. If it doesn’t exist, our system will automatically create a new record for you.

Step 5: Click on “Continue”. You’ll then be redirected to the material order creation screen.

Creating a material order from a won proposal

Step 1: Choose your proposal that’s been won.

Step 2: Click on the kabob menu and select “Create material order”.

Step 3: You will be shown all the items from your proposals with price and quantity.

Note: If you had multiple options (like basic, premium etc) you’ll have the option to pick from those as well.

Step 4: Click continue. This will open a new material order with all the material information from the proposal.

Note:  All quantities will be rounded up to the nearest unit. For eg: 4.18 will become 5

Step 5: You can choose to edit any of these items, and then create the material order.

Note: Any changes made to a material order will not affect a proposal and vice versa

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