Orders

This feature allows you to put together a list of Materials and Labor Items to send to your Material Supplier or Labor Crews.

From the Job Overview page, click on Orders in the Job Activity section or click on the Job Menu and choose Orders. 

Creating a New Order
1. Click the blue New Order button to begin your Order.

2. Select the Pricing Source. This is only available if you are using ABC Real-Time Pricing.

3. You may order Materials & Labor, Materials only, or Labor only

4. Select a Trade Type and either enter in your own Order Name, or leave the Default Name. If you are choosing an ABC Order, verify you are Ordering your Materials from the correct Branch.

5. Then choose how you would like to begin your Order. You can choose Blank Template (no Items), Primary Estimate (If there is one on your Job), or Template (If you have a Template created).

6. If you chose Estimate, choose which Section to start with. You can add more sections later. If you choose Template, select which Template. If you have chosen a Template with mapped Measurements, you will see the screen asking you to select a Measurement or to manually enter in your Measurements.

7. You should now be at the Items list screen. This is where you will finalize the Items that are on your Order.

On the left, you will have the options to add another Template, add a section from your Estimate, search the Company Library, create a Custom Item, or view the ABC/AccuLynx Catalog. The Catalog shown will depend if you have created an ABC Order or not. You can also override the Total Price for your Order by checking the box at the bottom and manually entering the price.

8. On the right, you will see a list of Items. If you have chosen Material Only, this list will only contain Material Items. If you have chosen Labor Only, you will only be able to view Labor Items. If you have chosen Material and Labor, there will be a separate tab at the bottom for each type of Item.

9. Verify the quantity of each Item is correct, complete any Items that are requesting a color selection, Remove any unused items that are not needed on your Order, and Save to Template are a few things you can do here. If you have selected the wrong color for an Item, click the blue pencil to select a different color. If you no longer need an Item, you can singularly remove them by selecting the trash can on the right.

10. On the Labor section, you can add any Crew Instructions you need the Crew to have for an Item. You can also choose to not include the pricing from the Labor section.

11. After everything is filled in, the Next button at the bottom right will light up blue. Click this to move to the next section.

12. Under Schedule, you will need to fill in as much information as you can about the way you are getting your Materials to the Job or when a Labor Crew is expected to arrive to start the work.

On the left is a check list of all the different areas of scheduling that need to be filled in. When it has been successfully completed, the bubble will fill in green.

Delivery or Pickup: Choose whether you want your Materials to be delivered to the Job, or if someone is going to pick them up.

Location Info: Enter in any placement details. I.e. on the left of the shed, at the end of the driveway, do not block driveway.

Delivery Date: Select a date you would like to have the Materials delivered.

Time: Choose what time of day you want the Order delivered.

Method: You can choose either Ground Drop, which means they will place the Items on the ground; or Roof Load, which means they will place the Items on the roof for you.

Confirm: This will be the user that receives a confirmation email or phone call that their Order was successfully received. This confirmation works automatically with ABC Supply Orders. If you are sending your Order to another Supplier, please review this Article to add a note in your Order Disclaimer to send a confirmation email/phone call to the Production Contact.

If you have Labor included, select a start date for your Crew to arrive at the site and start. Choose the day, select a Crew, and click Select this Day.

If you need to add another Crew, choose the Manage Crews button on the left and add them in.

13. The last step to completing this Order is to Review. This will show you all of the selections that have been chosen, and allow you to go back and edit any parts of the Order that are not correct.

14. When you are finished, choose the blue Finish button. If this has not highlighted for you, you may be missing information. Please review your Order again, and verify it is completely filled out.

15. If you do not have the required information to complete the Order, you may choose the Save option at the bottom left. Depending on your Role and Permissions, you can save this Order as a Draft or Approved.

Editing an Existing Order

1. Once an Order is created and saved, changes can be made to it at any time before it is sent. Once you go into the Orders section for the Job, you will need to click on the three blue dots to the right. Then select Edit Order (you also have the options to Set an Order Flag, Edit Overall Progress, View Log, Set Production Notes, and Delete the Order as well). What appears for you will depend on the User Role you are in and the Permissions that Role has.

2. If the Order has been Approved and a Delivery Date set, you will need to clear the Order Progress in order to edit the Order.

3. If you are creating an ABC Order, you cannot edit the Order after it has been marked as Ordered.

Click the three blue dots next to Materials to receive the following options.

Click the three blue dots next to Labor to receive the following options.

Each time you send out an Order, a copy will save in the Documents section. If you send an Order to ABC Supply, a Order Confirmation Email will be placed on the Message Board.