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 before getting started.
Create a Material Order Layout
- Go to Configuration > Account Settings > Layouts > Orders
- Copy an existing layout by clicking on the duplicate icon, or click on Create layout to start a new order from scratch.
- Exclude or simply toggle off any pages you don't need included in your material order.
- Edit the individual pages to create your material order.
- Materials will be auto-populated from your signed report, but you can add sections and notes particular to your material order.
- Click on Add to Add Custom Page or Add Materials Page to your layout.
- 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
- Open your won project, and on the report that has been signed, click on Create Order.
- 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.
- Rename your order by clicking on the pencil icon in the top left corner.
- Review your Materials page making adjustments as necessary.
- Delete line items or sections to remove them from your order completely by clicking on the red trashcan. This action cannot be undone.
- Exclude line items or sections by toggling them on or off. This will remove them from what your distributor will see.
- Add Notes or Add section as necessary.
- When you are ready to send your order, click on Review and Share.
- Review order and then click Send Order.
- Add email addresses. Multiple emails can be added, simple separate email addresses with a comma.
- Add a note for your distributor.
- Click Send Order when complete.
View Orders that have been Started or Sent
- Open a won project with a signed report.
- 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.
- You can edit, duplicate or delete your order by selecting the icon on the right.
- You can view the submission history by clicking on the down arrow on the right beside the icons.
- Click Done when finished.
Grandfathered Light Plan
Material orders are only available on the SumoQuote Heavy Plan.