---
agentTools:
  projectIndex: https://docs.sumoquote.com/llms.txt
---

# Beacon Orders

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](https://docs.sumoquote.com/docs/beacon-setup).

> 📘 Set Up Level Recommendation
>
> We recommend that you have your account [set up to at least Level 2.](https://docs.sumoquote.com/docs/set-up-levels#level-2---add-your-pricing-to-sumoquote) and have created a [Beacon Price List](https://docs.sumoquote.com/docs/beacon-price-lists)

## Submitting a Beacon Material Order

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

<br>

> 📘 Grandfathered Light Plan
>
> The orders functionality in our Beacon integration is available to SumoQuote [Heavy plans](https://docs.sumoquote.com/docs/plans-compared).