How Do I Create a Material Order?

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:

1. Save your Material Order.
   1. 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.
   2. 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.
2. Choose an option to either pull information from an existing Estimate or manually enter your Products and Services.
   
   
3. Enter the Line Items.
   1. 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.
   2. To the right of each item is a Trash Can that will delete the section or item when you click on it.
      
      
   
4. This button will let you add another line item.
5. Add another section. Sections can help you separate your line items into specific groups.
   
   
6. Confirm the Material Order Delivery Address.
7. Configure the Material Order Delivery Date as well as the time of day.
8. Add Notes to Supplier.
   1. These instructions will appear at the bottom of your Material Order under the "Special Instructions" title and are visible to your Supplier.
9. Add an Internal Note.
   1. This note will appear in the Material Order description when you view it in JobNimbus and is only visible to your team.