Using Beacon in the New Sales Experience
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How Do I Use the Beacon 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 Beacon integration to create an Estimate:

  • Navigate to a Contact or Job
  • Select the Financials tab
  • Click Create Estimate
  • Select the Connect Supplier button at the top right of the Estimate page
  • Select "Beacon Roofing 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.

     

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

    • 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.