Summary:
This feature will allow you to integrate your ABC Account with your AccuLynx Account. Once the connection is set up, your ABC Branch will send real-time pricing to AccuLynx, allowing you to include accurate pricing on your Estimates and to forecast Order costs.
Note: AccuLynx users with the Elite package have the ability to create multiple locations. Each location can connect to a different ABC branch if desired.
Requirements:
Requires Location or Company Administrator Role who is also the Owner of the ABC Account to access this feature. Requires an active ABC Supply credit account and login information for myABCsupply. All Billing is handled through ABC Supply for any Materials Ordered.
How To:
1. Click on Market at the top of AccuLynx.
2. Click on Add-Ons from the drop down.
3. Scroll down until you see ABC Supply and click on it.
4. A window will pop out on the right of your screen. Click “Enable.”
5. Click the small orange box at the top right of your screen in front of “Enable ABC.”
6. A window will pop out on the right of your screen. Click “Go to ABC to verify and connect.”
7. Sign in to your ABC account. The ABC account owner must be the one to Sign In to your ABC account.
8. Enter your Email Address and Password
9. Select and confirm your default location, your shop account number, and click save at the bottom. Your default location will have your most updated costs.
10. That’s it! You are now ready to build Estimate and Order Templates that will allow you to better control your costs and speed up your estimating and ordering processes.
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