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:
- 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.
- 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.
- 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.