How Do I Use the SRS Integration

Once you have the Integration enabled it's time to start using it!

Tip: Your Contacts or Jobs must have a valid property address entered for the integration to function properly.

Take a look at these helpful training videos!

To use the SRS Integration to create an Estimate:

Navigate to a Contact or Job
Select the Financials tab
Click +Add estimate
Select "SRS Distribution" from the Supplier Catalog drop-down menu
1. If you have imported any templates, select one from the "Saved Estimates" drop-down menu
Use the "Job Account" drop-down to choose your SRS Job Account
Select the appropriate SRS Job from the Job drop-down
Start typing in a product in the Item Name text field.
1. RoofHub will recommend items from the selected branch within the category selected.

Select "Search Supplier Catalog" to search for SRS products
1. You can then search by the SRS Distribution item name, item number, product number, manufacturer number, category code, or size
2. Items must be linked with SRS Distribution for orders to be successfully placed
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.
Save your Estimate

Items will display live availability information from your selected SRS location.

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

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

To use the SRS Distribution integration to create a Material Order:

Navigate to a Contact or Job
Select the Financials tab
Click +Add Material Order
Select "SRS Distribution" from the Supplier Catalog drop-down menu
1. If you have imported any templates, select one from the "Saved Material Orders" drop-down menu
Use the "Branch" drop-down to choose your SRS Account
1. You can have multiple accounts under a single SRS user account. Each SRS Account will sync over and be selectable from this dropdown menu.
Select the appropriate SRS Job from the Job drop-down
1. You can have multiple jobs under a single SRS user account. Each SRS Job will sync over and be selectable from this dropdown menu.
Start typing in a line item in the Item Name text field.
1. You can search by the SRS Distribution item name, item number, product number, manufacturer number, category code, or size.
  1. RoofHub will recommend items from the selected branch within the category selected
2. Items must be linked with SRS for orders to be successfully placed
  Select "Search Supplier Catalog" to search for SRS products
Enter a Customer Note
1. This note will be displayed in the "Special Instructions" field. Special Instructions may include delivery instructions.
Select "Save & Preview Order"
You will then be taken to the Order Preview screen
Select Make Changes if you'd like to edit anything before proceeding
Set the Requested Delivery date and time
1. The Delivery Date may be as soon as the next day but will be confirmed with SRS Distribution.
Click Place Order
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 place, you will receive a confirmation email from SRS Distribution with the details. The chosen Material Order delivery date will the display on your Calendar within JobNimbus.