How to Send a Material Order
Learn how to send a material order
What it does: Sends material orders directly to your supplier from within Roofr, and creates a library of all of your material orders created.
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: You need to have at least 1 supplier setup before you can create and send a material order
Available On: Premium & Elite Plans
Note: Material orders can only be sent via email
Sending a Material Order
Step 1: After you finish creating your material order, you will see a blue button on the top right of the screen that says “Preview Order”.
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Step 2: You will then be taken to a “Preview” screen. This is what your supplier will see when you send them the material order. You can go through the details to make sure everything entered is correct
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Step 3: On the top right of the screen, you will see a button that says “Send Order”.
Note: You can also choose to download the order as PDF by clicking the dropdown arrow beside the button.
Step 4: When you click “Send Order” an email tab will appear. The branch email address is pre-filled and cannot be edited. This is the email of the point of contact at that specific branch that you setup when you created a supplier.
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Note: You can choose to copy yourself - or others on the email.
Step 6: Write your email! The material order you just created will be included as a link - so you can include any extra info here.
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Step 7: Hit “Send Order” and you’re done! Your supplier has received your material order and you’ve saved yourself a whole bunch of time.
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Here’s what your supplier receives
This is the email your supplier will see - keep in mind it will be white labelled with your logo.
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When they click “View Material Order”, they will see the same screen you saw in the preview page. They will have the option to print, or download as pdf.
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