Heavy Plan Required
The orders functionality of the Beacon integration allows for auto-generated material orders to be sent directly to the Beacon branch of your choosing. Before getting started, make sure that your Beacon Pro+ account is linked to SumoQuote.
Orders can only be created after a quote is signed. The items selected during signing will be added into the created order.
To Send a Material Order to Beacon
- On your home “Projects” page, click on any project that has a signed quote.
- Click the dropdown arrow next to the Create Order button on the signed quote.
- In the dropdown, click Direct to Distributor.
- Complete the Order Details section of the order form as required.
- In the order body, Select SKU and Change SKU allow you to specify a specific SKU in Beacon's catalog for each line item.
- Click Review to see the completed order before sending.
- Click Place order to send the order to your chosen Beacon branch.
Updated about 1 month ago