Beacon Orders

πŸ“˜

Heavy Plan Required

The orders functionality in our Beacon integration is available on Heavy plans and above. We also recommend that you have your account set up to at least Level 2. and have created a Beacon Price List

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.

Sending a Beacon Material Order

πŸ“˜

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

  1. On your home β€œProjects” page, click on any project that has a signed quote.
  2. Click the dropdown arrow next to the Create Order button on the signed quote.
  3. In the dropdown, click Direct to Distributor.
  4. Complete the Order Details section of the order form as required.
  5. In the order body, Select SKU and Change SKU allow you to specify a specific SKU in Beacon's catalog for each line item.
  6. Click Review to see the completed order before sending.
  7. Click Place order to send the order to your chosen Beacon branch.

Did this page help you?