How do I use the SRS Integration in the New Sales Experience?

Create Estimates and Material Orders with SRS in the JobNimbus New Sales Experience.

Navigate to a Contact or Job.
Select the Financials tab.
Click Create Estimate.
Select the Update Supplier button at the top right of the Estimate page.
Select SRS Distribution from the Supplier dropdown menu, then select the desired Branch from the Branch dropdown, and the SRS Job 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 or you can import new products from the supplier catalogue by selecting the Import button.
When adding your Item, you can click the link icon on the Item text field to select a product option from the Options dropdown.
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.
The Delivery Date may be as soon as the next day but will be confirmed with SRS Distribution.
Click Place Order in the top right corner.
Confirm your Order by clicking Yes.

Note:

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 SRS Distribution with the details.
- The chosen Material Order delivery date will then display on your Calendar within JobNimbus.