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.

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.

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.