How Does My SRS Distribution Integration Work With My JobNimbus Products & Services?

JobNimbus will add products from SRS's catalog that are imported through templates or manually linked.

To find products while creating an Estimate or Material Order:

• Navigate to a Contact or Job
• Open the Financials tab
• Add an Estimate or Material Order
• Type the product name in the line item field
  

To find your products in Products & Services:

• Click on your Profile Icon or initials in the top right corner
• Select Settings from the drop-down menu
• Within the Settings menu on the left, open the Products & Services tab
• Select +Add Product or service
• Select Add from Supplier
• Choose "SRS Distribution" from the "Choose Supplier" dropdown menu
• Type in the name of the product
• Save
  
  

To edit an existing product and link it to SRS:

• Click on your Profile Icon or initials in the top right corner
• Select Settings from the drop-down menu
• Within the Settings menu on the left, open the Products & Services tab
• Click Edit next to your Product
• Select Link with supplier
  
  

• Choose SRS Distribution from the "Choose Supplier" drop down menu
  • If you cannot locate the item in the catalog, update the product's name in JobNimbus
• Save