--- title: Material Orders description: Material orders take the signed items from a quote and transfer them into a simpler order form that can be sent to suppliers/distributors through SumoQuote. --- [Skip to content](https://support.sumoquote.com/material-orders#main-content) English Show submenu for translations [More support](https://support.sumoquote.com/kb-tickets/new?hsLang=en) ![SumoQuote-1024x511.png\]](https://support.sumoquote.com/hs-fs/hubfs/Partner%20Logos/SumoQuote-1024x511.png?height=50&name=SumoQuote-1024x511.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://support.sumoquote.com/kb-tickets/new) - Go to www.sumoquote.com Go to www.sumoquote.com How can we help you? - There are no suggestions because the search field is empty. 1. [SumoQuote Help Center](https://support.sumoquote.com/?hsLang=en) 2. [Financials](https://support.sumoquote.com/financials?hsLang=en) 3. [Orders](https://support.sumoquote.com/financials?hsLang=en#orders) # Material Orders ## Material orders take the signed items from a quote and transfer them into a simpler order form that can be sent to suppliers/distributors through SumoQuote. ### Creating a Material Order Layout **Level 2 Setup Recommended** Line item based pricing makes material orders quick and easy to build. We recommend [getting set up to Level 2](https://support.sumoquote.com/level-2-add-your-pricing?hsLang=en) before getting started. #### Create a Material Order Layout 1. Go to **Configuration** > **Account Settings** > **Layouts** > **Orders** 2. Copy an existing layout by clicking on the **duplicate** icon, or click on **Create layout** to start a new order from scratch. 3. **Exclude** or simply toggle off any pages you don't need included in your material order. 4. Edit the individual pages to create your material order. 1. **Materials** will be auto-populated from your signed report, but you can add sections and notes particular to your material order. 2. Click on **Add** to **Add Custom Page** or **Add Materials Page** to your layout. 5. Once you have completed your layout click on **Publish** to save your work. **👍 Click on Layout Settings to show item names or item descriptions** This selection will determine how your pricelist items show up on your **Materials** page: - **Item Names** will show whatever is in the **Name** field of your pricelist item. - **Item Descriptions** will show whatever is in the **Description** field of your pricelist item. ### Sending a Material Order #### Send a Material Order 1. Open your won project, and on the report that has been signed, click on **Create Order**. 2. Select **Standard PDF order** to use your default order layout, or **Standard PDF order from layout** to select the order layout you wish to use. 3. Rename your order by clicking on the pencil icon in the top left corner. 4. Review your **Materials** page making adjustments as necessary. 1. **Delete** line items or sections to remove them from your order completely by clicking on the **red trashcan**. This action cannot be undone. 2. **Exclude** line items or sections by toggling them on or off. This will remove them from what your distributor will see. 5. **Add Notes** or **Add section** as necessary. 6. When you are ready to send your order, click on **Review and Share**. 7. Review order and then click **Send Order**. 1. Add email addresses. Multiple emails can be added, simple separate email addresses with a comma. 2. Add a note for your distributor. 3. Click **Send Order** when complete. #### View Orders that have been Started or Sent 1. Open a won project with a signed report. 2. On the **Project details home page** under the report name and the signature information, you will see how many orders are associated with your report. Click on **View**. 3. You can **edit**, **duplicate** or **delete** your order by selecting the icon on the right. 4. You can view the submission history by clicking on the **down arrow** on the right beside the icons. 5. Click **Done** when finished. **Grandfathered Light Plan** Material orders are only available on the SumoQuote [Heavy Plan](https://support.sumoquote.com/plans-compared?hsLang=en).   - [Getting started](https://support.sumoquote.com/getting-started?hsLang=en#main-content) - [Onboarding](https://support.sumoquote.com/getting-started?hsLang=en#onboarding) - [Branding](https://support.sumoquote.com/getting-started?hsLang=en#branding) - [Setup](https://support.sumoquote.com/getting-started?hsLang=en#setup) - [Account Settings](https://support.sumoquote.com/account-settings?hsLang=en) - [Subscription](https://support.sumoquote.com/subscription?hsLang=en#main-content) - [Subscription Management](https://support.sumoquote.com/subscription?hsLang=en#subscription-management) - [Dashboard](https://support.sumoquote.com/dashboard?hsLang=en) - [Templates](https://support.sumoquote.com/templates?hsLang=en) - [Layouts](https://support.sumoquote.com/layouts?hsLang=en#main-content) - [Custom Pages](https://support.sumoquote.com/layouts?hsLang=en#custom-pages) - [Inspection Page](https://support.sumoquote.com/inspection-page?hsLang=en) - [Measurements and Calculations](https://support.sumoquote.com/measurements-and-calculations?hsLang=en#main-content) - [Measurements](https://support.sumoquote.com/measurements-and-calculations?hsLang=en#measurements) - [Calculations](https://support.sumoquote.com/measurements-and-calculations?hsLang=en#calculations) - [Product and Price Lists](https://support.sumoquote.com/product-and-price-lists?hsLang=en#main-content) - [Price Lists and Adjustments](https://support.sumoquote.com/product-and-price-lists?hsLang=en#price-lists-and-adjustments) - [Product Lists](https://support.sumoquote.com/product-and-price-lists?hsLang=en#product-lists) - [Financials](https://support.sumoquote.com/financials?hsLang=en#main-content) - [Orders](https://support.sumoquote.com/financials?hsLang=en#orders) - [Margins and Markups](https://support.sumoquote.com/financials?hsLang=en#margins-and-markups) - [Taxes](https://support.sumoquote.com/financials?hsLang=en#taxes) - [Invoicing](https://support.sumoquote.com/financials?hsLang=en#invoicing) - [eSigning](https://support.sumoquote.com/esigning?hsLang=en) - [Solar](https://support.sumoquote.com/solar?hsLang=en#main-content) - [Creating a Solar Project](https://support.sumoquote.com/solar?hsLang=en#creating-a-solar-project) - [Creating a Solar Report](https://support.sumoquote.com/solar?hsLang=en#creating-a-solar-report) - [Integrations](https://support.sumoquote.com/integrations?hsLang=en#main-content) - [Beacon](https://support.sumoquote.com/integrations?hsLang=en#beacon) - [Hover](https://support.sumoquote.com/integrations?hsLang=en#hover) - [CompanyCam](https://support.sumoquote.com/integrations?hsLang=en#companycam) - [EagleView](https://support.sumoquote.com/integrations?hsLang=en#eagleview) - [JobNimbus](https://support.sumoquote.com/integrations?hsLang=en#jobnimbus) - [Leap](https://support.sumoquote.com/integrations?hsLang=en#leap) - [QuickBooks Online](https://support.sumoquote.com/integrations?hsLang=en#quickbooks-online) - [RoofScope](https://support.sumoquote.com/integrations?hsLang=en#roofscope) - [Sunlight Financial](https://support.sumoquote.com/integrations?hsLang=en#sunlight-financial) - [Zapier](https://support.sumoquote.com/integrations?hsLang=en#zapier) - [AccuLynx](https://support.sumoquote.com/integrations?hsLang=en#acculynx) - [Financing](https://support.sumoquote.com/integrations?hsLang=en#financing) - [FAQs](https://support.sumoquote.com/faqs?hsLang=en) [![Chill listening crop-3](https://support.sumoquote.com/hs-fs/hubfs/Vertical%20Logo%20Colour.png?width=48&height=24&name=Vertical%20Logo%20Colour.png "Chill listening crop-3")](http://www.jobnimbus.com) SumoQuote Help Center Copyright © 2026, JobNimbus