This article details how to use Beacon in the Legacy Sales experience. For steps to use Beacon in the New Sales Experience, click here.
Once you have enabled the integration, it's time to start using it.
Your Contacts or Jobs must have a valid property address entered for the integration to function properly.
To use the Beacon integration to create an Estimate:
- Navigate to a Contact or Job
- Select the Financials tab
- Click +Add estimate
- Select "Beacon Roofing Supply" from the Supplier Catalog drop-down menu
- If you have imported any templates, select one from the "Saved Estimates" drop-down menu
- Use the "Beacon Account" drop-down to choose your Beacon Account
- Select the appropriate Beacon Job from the Job drop-down
- Start typing in a product in the Item Name text field.
- Select "Search Supplier Catalog" to search for Beacon products
- You can then search by the Beacon Supply item name, item number, product number, manufacturer number, category code, or size
- Items must be linked with Beacon for orders to be successfully placed
- Enter a Customer Note
- When the Estimate is converted to a Material Order, this note will be displayed in the "Special Instructions" field. Special Instructions may include delivery instructions.
- Save your Estimate
To convert your Estimate into a Material Order and submit it to Beacon Roofing Supply:
- Click on the three dots ••• in the top right corner of the Estimate
- Hover over "Convert to"
- Select Material Order
- Select "Save and Preview Order"
- You will then be taken to the Order Preview screen
- Select Make Changes if you'd like to edit anything before proceeding
- Set the Requested Delivery date and time
- The Delivery Date may be as soon as the next day but will be confirmed with Beacon Roofing Supply.
- Click Place Order
- Confirm your Order by clicking "Yes"
To use the Beacon integration to create a Material Order:
- Navigate to a Contact or Job
- Select the Financials tab
- Click +Add Material Order
- Select "Beacon Roofing Supply" from the Supplier Catalog drop-down menu
- If you have imported any templates, select one from the "Saved Material Orders" drop-down menu
- Use the "Beacon Account" drop-down to choose your Beacon Account
- You can have multiple accounts under a single Beacon user account. Each Beacon Account will sync over and be selectable from this dropdown menu.
- Select the appropriate Beacon Job from the Job drop-down
- You can have multiple jobs under a single Beacon user account. Each Beacon Job will sync over and be selectable from this dropdown menu.
- Start typing in a line item in the Item Name text field.
- You can search by the Beacon Supply item name, item number, product number, manufacturer number, category code, or size.
- Items must be linked with Beacon for orders to be successfully placed
Select "Search Supplier Catalog" to search for Beacon products
- Enter a Customer Note
- This note will be displayed in the "Special Instructions" field. Special Instructions may include delivery instructions.
- Select "Save & Preview Order"
- You will then be taken to the Order Preview screen
- Select Make Changes if you'd like to edit anything before proceeding
- Set the Requested Delivery date and time
- The Delivery Date may be as soon as the next day but will be confirmed with Beacon Roofing Supply.
- Click Place Order
- Confirm your Order by clicking "Yes"
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 scroll to the bottom of the submitted material order).
If you don't see your activity's Status change to "Order Received", click the refresh button in the bottom right corner of the Activity pane. The order is typically received by Beacon within one minute of being placed.
Once the order is placed, you will receive a confirmation email from Beacon with the details. The chosen Material Order delivery date will then display on your calendar within JobNimbus. "Material Orders" must be selected to display within your calendar options for this to happen.
When viewing the Material Order after the order is placed
A successful order will display the following message: "This order has been submitted to Beacon. To make changes to this order, please do so through Beacon PRO+ by clicking below."
