How Do I Use the Beacon Integration in the New Sales Experience?

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

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 dropdown menu.
To Add items, start typing in a product name in the Item text field.
An item will display a default price when entered, which is the median price of the item options available.
- This will update to the item's actual price once a specific item option has been selected.
Once you have added the desired items, you can move on to building the rest of your Estimate.

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 Order Received.
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.