SRS Integration

Summary:

This feature will allow you to integrate your SRS Distribution Account with your AccuLynx Account. Once the connection is set up, your SRS Branch will send real-time pricing to AccuLynx, allowing you to include accurate pricing on your Estimates and to forecast Order costs.  

Requirements:

Set up must be completed by AccuLynx users in the Company or Location Administrator Role. This also requires an SRS Distribution Account Number, Invoice Number, Bill Amount, and/or Invoice Date.

*All Billing is handled through SRS Distribution for any Materials Ordered.

How To:

1. Click on Market at the top of your AccuLynx screen

2. Click on Add-Ons from the drop down.

3. From the Add-ons screen, filter by Material Orders at the top right, and then click on the SRS Distribution box

4. On the next screen, read about the Beacon Building Products integration, and select ENABLE

5. On the next screen, select the ENABLE box at the top left. Then enter the following:
   -SRS Account Number
   -SRS Recent Invoice Number
   -Bill Amount OR Invoice Date

6. Once entering your SRS information, click the "Link Account" button at the bottom right corner.

   7.  Once your credentials are entered & you’ve clicked Sign In, your screen will refresh and you will be  brought back to the AccuLynx Integration page where your SRS Distribution & AccuLynx integration will be completed.