How to create a Material Order with your Beacon integration

Overview

Converting a signed proposal into a material order is quick and efficient, allowing you to send orders directly to your Beacon supplier with material details already included in a proposal. By the end of this tutorial, you'll be able to navigate to your proposals, generate a material order, adjust items as needed, and send it to your Beacon rep for approval. Let’s get started!

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Prefer a video tutorial? Checkout our video here:
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Converting a signed proposal into a material order

Step 1: Locate your signed proposal

1. Navigate to the Proposals tab on the left-hand menu.
2. Find the signed proposal that you want to convert.
3. Click on the three dots next to the proposal and select Create a Material Order.

Step 2: Confirm line items for the material order

1. The system will automatically pull all line items from your signed proposal.
2. Click Continue to confirm the items.

Step 3: Review and edit items

1. The system will display all line items from your proposal.
2. Any grayed-out items indicate prices automatically pulled from Beacon.
3. Editable fields are those you can adjust manually.
4. If you see a red box, it means there is missing information—such as Dump Fees—which you can remove or update as needed.
5. Add any additional items if necessary or import items from another proposal if combining multiple jobs.

Step 4: Finalize and send the material order

1. Click Save once all adjustments are made.
2. Scroll down to add notes to your supplier.
3. Enter the material order delivery address, the point of contact, and the required delivery date.
4. Once all details are filled in, click Send.
5. Your material order will be sent directly to your Beacon rep.
6. Once approved, it will appear in your Beacon account.

Tips for success

• Always review grayed-out pricing to ensure accuracy before sending.
• Double-check for any red box alerts indicating missing information.
• If handling multiple jobs, use the import feature to consolidate orders.
• Add clear and specific notes to avoid confusion with your supplier.

FAQs

Why are some prices grayed out?

Grayed-out prices indicate that the cost is being pulled automatically from the Beacon supplier catalog and cannot be adjusted directly.

What do red boxes mean?

Red boxes highlight missing required information. Review the column to ensure all necessary details are included before sending the order.

Can I combine multiple proposals into one material order?

Yes! Use the import feature to pull items from another proposal into a single material order.

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