How Do I Use the QXO Integration?

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 QXO integration to create an Estimate:

1. Navigate to a Contact or Job
2. Select the Financials tab
3. Click +Add estimate
4. Select "QXO Roofing Supply" from the Supplier Catalog drop-down menu
   1. If you have imported any templates, select one from the "Saved Estimates" drop-down menu
5. Use the "QXO Account" drop-down to choose your QXO Account
6. Select the appropriate QXO Job from the Job drop-down
7. Start typing in a product in the Item Name text field.
8. Select "Search Supplier Catalog" to search for QXO products
   1. You can then search by the QXO Supply item name, item number, product number, manufacturer number, category code, or size
   2. Items must be linked with QXO for orders to be successfully placed
9. Enter a Customer Note
   1. 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.
10. Save your Estimate

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

1. Click on the three dots ••• in the top right corner of the Estimate
2. Hover over "Convert to"
3. Select Material Order
   
4. Select Save and Preview Order.
5. You will then be taken to the Order Preview screen.
6. Select Make Changes if you'd like to edit anything before proceeding.
7. Set the Requested Delivery date and time.
   1. The Delivery Date may be as soon as the next day but will be confirmed with QXO.
8. Click Place Order.
9. Confirm your Order by clicking Yes.

To use the QXO integration to create a Material Order:

1. Navigate to a Contact or Job.
2. Select the Financials tab.
3. Click +Add Material Order.
4. Select "QXO Roofing Supply" from the Supplier Catalog dropdown menu. 
   1. If you have imported any templates, select one from the Saved Material Orders dropdown menu.
5. Use the "QXO Account" dropdown to choose your QXO Account.
   1. You can have multiple accounts under a single QXO user account. Each QXO Account will sync over and be selectable from this dropdown menu.
6. Select the appropriate QXO Job from the Job dropdown.
   1. You can have multiple jobs under a single QXO user account. Each QXO Job will sync over and be selectable from this dropdown menu.
7. Start typing in a line item in the Item Name text field.
   1. You can search by the QXO Supply item name, item number, product number, manufacturer number, category code, or size.
   2. Items must be linked with QXO for orders to be successfully placed
      Select "Search Supplier Catalog" to search for QXO products.
8. Enter a Customer Note.
   1. This note will be displayed in the "Special Instructions" field. Special Instructions may include delivery instructions.
9. Select Save & Preview Order.
   
   
10. You will then be taken to the Order Preview screen.
11. Select Make Changes if you'd like to edit anything before proceeding.
12. Set the Requested Delivery date and time.
    1. The Delivery Date may be as soon as the next day but will be confirmed with QXO Roofing Supply.
13. Click Place Order.
    
    
14. Confirm your Order by clicking "Yes".
    

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 QXO within one minute of being placed.

Once the order is placed, you will receive a confirmation email from QXO 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 QXO. To make changes to this order, please do so through QXO PRO+ by clicking below."