JobNimbus Material Orders make it easy to manage and purchase products for your jobs.
Note: This article is for Legacy Material Orders. To learn how to create Material Orders in the New Sales Experience, click here.
Note: This is a feature that must first be enabled through your account settings.
To create a Material Order:
- Navigate to a Contact or Job record
- Open the Material & Work Orders tab on the left side menu
- Click on the + Create button at the top right and select "Material Order."
This opens the Material Order builder.
Here, you can:
Save your Material Order.
- This will take you to the document viewer, so you can see how it will look for your Suppliers. It will also be saved under the related record's Document's tab.
- You can also save the Material Order as a template, with all of its line items and totals, to be used later. When creating a Saved Material Order Template, you will be prompted to give the template a name. Then, it will appear in the Saved Material Order drop-down for the next time you need to create the same document.
- Choose an option to either pull information from an existing Estimate or manually enter your Products and Services.
- Enter the Line Items.
- The information in these fields is pulled from your Products & Services. If you have not yet added the item to your Products & Services, you can click on "Add New Product", which will pull up a window to create and save the product to your account.
- To the right of each item is a Trash Can that will delete the section or item when you click on it.
- This button will let you add another line item.
- Add another section. Sections can help you separate your line items into specific groups.
- Confirm the Material Order Delivery Address.
- Configure the Material Order Delivery Date as well as the time of day.
- Add Notes to Supplier.
- These instructions will appear at the bottom of your Material Order under the "Special Instructions" title and are visible to your Supplier.
- Add an Internal Note.
- This note will appear in the Material Order description when you view it in JobNimbus and is only visible to your team.