Using Beacon in the New Sales Experience
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      3. Using Beacon in the New Sales Experience

      Where Can I Set a Default Branch for Beacon?

      Save time when creating Estimates and Material Orders in JobNimbus by easily setting your preferred Beacon Branch as the default option.

      To set a default branch for Beacon Distribution:

      • Click on your Profile icon or initials located in the top right corner of the page.
      • From the drop-down menu, select Settings.
      •  Within the Settings menu, navigate to the Suppliers tab.
      • Click on Configure Settings beneath the Beacon option.

      Here, you can update the Default Branch and Default Account. These settings will be displayed as the defaults when creating Estimates and Material orders.

      The default branches are specific to JobNimbus locations. If only one branch default is selected, it will be applied to all locations unless otherwise selected.


      Tips:

      • In order to set a Default Branch or Default Account, it is important to ensure that your account with Beacon has been validated.
      • You can still access and update any Branch or Account as necessary on the Estimate and Material Order creation screen.