How to place a Material Order directly to ABC Supply

This article walks you through creating a material order in Roofr using your ABC Supply integrated pricing. It's straightforward, efficient, and you’ll be sending material orders faster than ever before. We will go through:

• converting a signed proposal into a material order
• adjusting the material order as needed
• sending a material order to your ABC Supply branch representative.

Let’s dive in.

👀 Before You Get Started with Material Orders:

Before you jump into placing materials orders like a pro, make sure your Roofr account is all set up:

1. Connect your ABC Supply account to Roofr
   • Go to your Settings page.
   • Click Connect on the ABC Integration.
   • Fill in the applicable details.
   • Check out this article here for more details on how to complete your integration.
2. Roofr Catalog
   • Fill your catalog with all the line items you need to quote jobs.
   • Connect your account with ABC Supply integration.
   • Need help? Check out our setup article for detailed instructions.
3. Templates
   • Build a template with all your line items (with or without ABC pricing).
   • Organize the template to include everything you’ll need for your orders.
   • Not sure how? Check out our guide to setting up templates and adding line items..

⭐ Pro tip: While templates aren’t required, they’ll save you tons of time!

Once your integration is set, catalog items are linked, and templates are ready, you’re ready to place a material order to ABC Supply.

Creating a Material Order with ABC Supply Integration

1. Find Your Proposal

• Head to the Proposals page in Roofr.
• Select a proposal that’s marked as “won” (i.e., the customer has signed it, or it’s been manually marked as signed).

2. Convert into a Material Order

• Click the three dots at the end of the proposal line.
• From the dropdown, select Create Material Order.

3. Review Your Line Items

• A preview of items that’ll be included in the order will pop up for you to review.
• Heads up: Only items marked as “materials” will be pulled in automatically. Labor items won’t make the cut but can be added later if needed.
• Happy with the list? Click Continue to move on.

4. Customize Your Material Order

• Welcome to the Material Order Page, where the magic happens:
  • Supplier and Branch Info: Confirm your supplier (based on the proposal pricing) and tweak the branch location if necessary.
  • Edit Items:
    • Remove anything you don’t need.
    • Adjust quantities (say you already have stock and don’t need to order the full quantity, or maybe want to order more).
    • Choose options like colors for specific items (e.g., shingles).
  • Add Items: Bring in additional line items from your catalog or import more items from the proposal.
  • Pro tip: To save time in your daily proposal-making, make sure your catalog is set up with all the materials you might need to complete a job. That way, you can avoid trying to remember product details on-the-go!
• Once everything looks good, click Save.

5. Add Notes and Details

• Scroll down to add optional notes for your supplier. This is a great spot to share special instructions or context for your ABC rep.
• Fill in the order details:
  • Delivery location
  • Point of contact
  • Desired delivery date and time

6. Finalize and Send

• At the top of the page, you’ll find three options:
  • Download: Save the material order as a PDF.
  • Preview: See what your ABC rep will see.
  • Finalize Order: Confirm everything and send it off to ABC Supply.

What Happens Next?

Once you’ve finalized the order:

• Once your ABC Rep approves your order, it will appear in your myABCsupply platform.
• Log in to your ABC account to:
  • Track your order’s progress.
  • Communicate with your ABC representative as needed.