How do I Create a Material Order in the New Sales Experience?

Learn how to create a material order faster than ever in JobNimbus!

Once your Estimate has been sent to the customer and reached the Approved status, you can convert your Estimate to a Material Order or create one from scratch.

To Create a Material Order

There are two ways to create a Material Order.

The first way is to convert an existing Estimate to a Material Order by selecting the three dots next to the Estimate you would like to convert. Then, select Convert to and Material Order. as shown below.

You can also create a Material Order from scratch by selecting the Financials tab under a Job and then selecting the blue + Create material order button.

Once you have created your Material Order, you can fill in your desired details in the four sections of the document. 

Adding Information to a Material Order

In the Settings section, you can select the Supplier Catalog and the Design Template that you would like to use. 

Next, fill in the line items in the Add Line Items section by selecting Add Product and add a new section to the Material Order by selecting Add Section.

Note: If you are converting from an Estimate, the line items and sections will automatically populate as they were on the Estimate.

In the Delivery Info section, you can fill out your desired delivery address, time, and shipping method. 

In the last section, Additional Info, you can add Special instructions and Internal notes. 

Once you have entered the information into your Material Order, you can select the blue Place Order button at the top right of the page.