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

Once your Estimate has been sent to the customer and reached the Approved status or Marked as Signed, 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.

Option 1: Convert From Existing Estimate

Convert an existing Estimate to a Material Order by selecting the three dots next to the Estimate you would like to convert.

Then, select Material Order as shown below.

Option 2: Create a Material Order

You can also create a Material Order from scratch by selecting the Material & Work Orders tab on the left side menu and then selecting the blue + Create button, and selecting Material Order.

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 first section, you can select the Supplier Catalog by using the dropdown or change the supplier by selecting the Change Supplier button. Then, select the Design Template that you would like to use, as well as item template and the estimate you would like to associate with the Material Order. 

Next, fill in the line items in your section by selecting an item from the dropdown or typing it into the Select Product field. Add additional line items by selecting Add Item and add a new section to the Material Order by selecting Add Section. 

You can use the Clean Up button in the top right corner to remove items that are not available from the selected Supplier. To show or hide columns on your Material Oder, select the three dots to the right of the Clean Up button, then toggle the column views off or on.

In the next section, fill out the delivery address, time, shipping method, and desired material order number.

In the bottom section, you can add Internal Notes and Customer Notes.

Once you have entered the information into your Material Order, you can select the blue Place Order button in the top right corner of the page or select Save Draft to save your progress and continue later.