Using Beacon in the New Sales Experience
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What Are the Constraints With the Beacon PRO+ Integration?

Learn about the constraints of using Beacon PRO+ with the New Sales Experience.

 

Mobile App:

You can create Estimates and Material Orders using Beacon products from the Mobile App, but you cannot place an order directly to Beacon.

Sync:

The integration with Beacon is a one-way sync.

Once the Material Order has been sent to Beacon, you can no longer remove, edit, or delete items from the order. Please contact your Beacon sales rep or log in to your Beacon PRO+ account to make these changes. If you need to add additional items to a Beacon order after it is placed, you may create a new Material Order.

Taxes:

Taxes are applied on the estimate through the estimate details on the tax drop down at the bottom of the page. 

Quickbooks: 

When syncing with Quickbooks Desktop, your product names must be less than 31 characters. This is due to the fact that Quickbooks Desktop limits the number of characters allowed in the product name field.

To account for this, Beacon material names have been automatically shortened to 31 characters or less with a ~X. If there are duplicate material names that are 31 characters, "~X" will be added to the end of the material name. The entire material name will be included in the description field of the product.

Material Orders do not sync to Quickbooks.