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.

On This Page

• Creating an Estimate with SRS

• Converting an Estimate to a Material Order

Creating an Estimate with SRS

• 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.

Converting an Estimate to a Material Order

• 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.