--- title: How do I Create a Material Order? description: Learn how to create a material order faster than ever in JobNimbus! --- [Skip to content](https://support.jobnimbus.com/how-do-i-create-a-material-order-in-the-new-sales-experience#main-content) English Show submenu for translations [Contact Us](https://support.jobnimbus.com/kb-tickets/new?hsLang=en) ![JN\_Logo\_Long-White@1x.png\]](https://support.jobnimbus.com/hs-fs/hubfs/JN_Logo_Long-White@1x.png?height=40&name=JN_Logo_Long-White@1x.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact Us](https://support.jobnimbus.com/kb-tickets/new) - [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.jobnimbus.com/?hsLang=en) 2. [Financials](https://support.jobnimbus.com/financials?hsLang=en) 3. [Material Orders](https://support.jobnimbus.com/financials?hsLang=en#material-orders) # How do I Create a Material Order? ## 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 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. ![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202025-07-18%20at%208-46-11%E2%80%AFAM-png.png?width=670&height=320&name=Screenshot%202025-07-18%20at%208-46-11%E2%80%AFAM-png.png) **Note: **In order to convert an Estimate into any other document, **it must first be in the approved status or Marked as Signed.** **![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202025-07-18%20at%208-45-46%E2%80%AFAM-png.png?width=449&height=333&name=Screenshot%202025-07-18%20at%208-45-46%E2%80%AFAM-png.png)**   #### **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.** ![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202025-07-18%20at%208-46-33%E2%80%AFAM-png.png?width=670&height=319&name=Screenshot%202025-07-18%20at%208-46-33%E2%80%AFAM-png.png) 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.** - If you created a Material Order without a Supplier attached, you can select the **Change to Supplier button **to convert the items to comparable items from the supplier selected. Next, 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. **To add measurements from a[measurements report](https://support.jobnimbus.com/how-do-i-order-measurements-reports-in-the-new-sales-experience?hsLang=en) to your Material Order, simply click the **Apply Measurements** button. 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. ![screenshot\_2025-11-06\_at\_1.45.12\_\_\_pm](https://support.jobnimbus.com/hs-fs/hubfs/screenshot_2025-11-06_at_1.45.12___pm.png?width=670&height=242&name=screenshot_2025-11-06_at_1.45.12___pm.png) **Note:** If you are converting from an Estimate, the line items and sections will automatically populate as they were on the Estimate. In the next section, fill out the **delivery address, time, shipping method, and desired material order number.** ![](https://support.jobnimbus.com/hs-fs/hubfs/undefined-Oct-15-2025-09-04-51-3604-PM.png?width=670&height=239&name=undefined-Oct-15-2025-09-04-51-3604-PM.png) In the bottom section, you can add **Internal Notes and Customer Notes.** ![](https://support.jobnimbus.com/hs-fs/hubfs/undefined-Oct-15-2025-09-04-51-6520-PM.png?width=670&height=143&name=undefined-Oct-15-2025-09-04-51-6520-PM.png) 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. **Note: Material Order statuses cannot be changed manually.** The status will be updated as they are moved through the material order process.   - [Learning and Training Resources](https://support.jobnimbus.com/learning-and-training-resources?hsLang=en) - [Jobs, Contacts, and Boards](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#main-content) - 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