SRS Distribution
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      How Do I Enable the JobNimbus Integration With SRS Distribution?

      Enable the SRS Integration by toggling the Feature on through JobNimbus 3rd Party Features.

       

      Note: This article applies to Legacy Financials only. For information on enabling SRS Distribution with the New Sales Experience, click here.

       

      To enable SRS Roofing Products:

      1. Click on your Profile Icon or initials in the top right corner.

      2. Select Settings from the drop-down menu.

      3. Within the Settings menu on the left, open the ⛟ Suppliers tab.

      4. Click "Connect Account."
        Screenshot 2023-08-14 at 4.55.56 PM

      5. Input your Customer Code (or your account number), a recent invoice number, and Invoice date. 

        SRS – Figma 2023-10-10 at 12.29.58 PM

      6. Select "Validate".

      Still need help?  Take a look at this helpful training video!

      SRS Integration and Account Validation


      Invoice date must be older than 2 days in order for the account validation to work.