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.
- Open the project with a signed quote that needs an order created.
- In the report box of the signed quote, click the Create Order button.
- In the new window that pops up, 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.
- Hide any sections that are not relevant to the distributor by toggling them off.
- Click the Review button, at the bottom or top of the page, to see the completed order before sending.
- Click Place order to send the order to your chosen Beacon branch.
Updated 4 months ago