How Do I Use the ABC Supply Integration With the New Sales Experience?

Create Estimates and Material Orders with ABC Supply in the JobNimbus New Sales Experience.

Please Note: This feature is currently in closed beta, meaning it is not yet available to all users. If you are not in the closed beta group and would like to get on the list for early access, click here.

To use the ABC Supply Integration to create an Estimate:

Navigate to a Contact or Job.
Select the Financials tab.
Click +Add estimate.
Select the Connect Supplier button at the top right of the Estimate page.
Select "ABC Supply" from the Supplier dropdown menu, the desired Branch from the Branch dropdown, and the Account from the Account dropdown.
- If you have imported any templates, select one from the "Use Template" drop-down menu.
To Add items, start typing in a product name in the Item text field.
Once you have added the desired items, you can move on to building the rest of your Estimate.

Note: If you are trying to add an item and it has not been imported from ABC Supply, select the Import button on the item drop-down as shown below.

To convert your Estimate into a Material Order and submit it to ABC Supply:

On the Financials tab under the Job, select the three dots next to the Estimate you want to convert.
Hover over "Convert to".
Select Material Order.
You will then be taken to the Create Material Order screen.
Make any changes you would like to make by updating the information in the Line Items.
Set the Delivery Address, the Requested Delivery Date and Time, and the Shipping Method.
Click Place Order in the top right corner.
Confirm your Order by clicking "Yes".

Tips:

A successful order will take you to a preview of the Material Order and in the Activity show you a Status of "Sent to supplier".
If you don't see your Activity Status change to "Order Received", click the refresh button in the bottom right corner of the Activity panel.
Once the order is placed, you will receive a confirmation email from Beacon with the details. The chosen Material Order delivery date will the display on your Calendar within JobNimbus.