How Do I Use the Beacon Integration?

Once you have enabled the integration, it's time to start using it.

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".