Placing Material Order to ABC

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Overview

When a customer accepts a quote that includes ABC Supply products, you can place the material order at your ABC Supply branch without leaving Zuper. Zuper reads the line items on the quote, pre-fills your ABC Supply supplier details, and submits the order directly to ABC Supply. The ABC Order ID that appears on your Zuper document is ABC Supply’s material order number, and it is your reference for tracking or modifying the order directly with ABC Supply. Once ABC Supply accepts the material order, delivery status updates sync back to the material order in Zuper automatically. Because the material order is built from the quote, you do not need to re-enter any line items manually, and you can also create a material order from a quote in Draft or Accepted status.

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Before you begin

• Your ABC Supply integration must be installed, and at least one branch must be active. See Connecting ABC Supply.
• Your parts catalog must be linked to ABC Supply. See Linking catalog products to ABC Supply.
• The line items on your quote must be mapped to ABC Supply catalog products. Only mapped items appear in the item-selection step.

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Configure purchasing settings

1. Go to Settings.
2. Select Purchasing, then select General Settings.
3. Select the Material Orders tab.
4. Confirm the following values under General Settings.

5. Select Save.

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Create a material order from a quote

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Open the quote and start a material order

1. Go to Accounting and select Quotes.
2. Open the quote that contains the line items you want to procure from ABC Supply.
3. Select New at the top right, then select Material Order from the dropdown. Zuper creates this as a Material Order document internally and submits it to ABC Supply as a material order.

The Supplier panel on the right side of the quote shows the ABC Supply supplier pre-filled when your line items are linked to the ABC Supply catalog. If you updated the supplier assignment on the quote directly, the material order inherits that change automatically.

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Select the items to purchase

1. Select the checkbox next to each item you want to include. All items are selected by default.
2. Use the Search Item field to find a specific item by name.
3. Review the Required Qty column. This value is pulled from the quote line item.
4. Confirm the correct ABC Supply branch is assigned to each item in the Select Supplier column.

5. Select Next.

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Select SKU options

1. Review the items listed under each product heading.
2. Select the checkbox next to the specific SKU variant you want to order.
3. Confirm the Unit Purchase Cost for each selected variant. Prices are pulled from the ABC Supply catalog and reflect the Ship-To Account assigned to the selected branch.
4. Adjust the Required Qty field if needed.
5. Select the appropriate unit of measure from the dropdown next to the quantity field.
6. Add any line-level notes in the Remarks field.

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Complete the primary details

1. Enter a MO Title. Zuper pre-fills this as “MO for Quote” followed by the quote number, and you can edit it.
2. Select a Delivery Method. Select Direct Shipment to Job’s Site to send materials to the job address on the quote.
3. Select a Delivery Time, for example, Anytime.
4. Select a Template for the material order document.
5. Select a Payment Term, for example, Immediate.
6. Enter a Required By date. This field is mandatory.
7. Add any order-level notes in the Remarks field.
8. Select Create Material Order.

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What happens after you create the material order

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Draft status and submission

Zuper creates the material order document in Draft status and links it to the quote under the Material Orders panel in the right sidebar. The ABC Order ID field is empty at this stage, since ABC Supply has not yet created the material order on their end. To move the material order forward, open it and select Mark as Submitted.

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Supplier accepted status and ABC Order ID

Once ABC Supply accepts the material order, Zuper updates the material order status to Supplier Accepted, populates the ABC Order ID field with ABC Supply’s material order number, and records the MO Sent Date. The ABC Order ID is your material order reference in ABC Supply’s system. Use this number when contacting your branch, requesting changes, or tracking fulfillment outside Zuper.

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Delivery status updates

ABC Supply pushes delivery status updates back to the material order in Zuper.

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Receive items after delivery

1. Open the material order from the Purchasing module or from the Material Orders panel on the quote.
2. Select Receive Items.
3. Enter the quantity received for each line item.
4. Select a delivery location if applicable.
5. Select Confirm.

Zuper records the inward transaction and updates the material order status to Fulfilled or Partially Fulfilled.

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Add an ABC Supply product to a material order

1. Go to the Purchasing module and select Material Orders.
2. Open an existing draft material order, or select + New Material Order to create a new one.
3. Select + Add in the MO Items section.
4. Select Add product from ABC Supply from the dropdown.
5. Select the product you want to order in the Supplier Product field.
6. Select the variant, for example, Brown or Gray, in the Option field.
7. Enter the quantity and select the unit of measure, for example, PC or SQ, in the Required Qty field.
8. Review the Unit Purchase Cost. Zuper populates this from the ABC Supply catalog, priced against the Ship-To Account on the selected branch, and you can update it if needed.
9. Add any notes in the Remarks field. This step is optional.
10. Select Add Product. The product appears in MO Items with the supplier SKU, option, and cost pre-filled.

Repeat these steps for each additional ABC Supply product you want to add.

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Limitations

Once a material order is submitted and ABC Supply has created the material order on their end, the following restrictions apply.

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FAQs

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Related articles

• Connecting ABC Supply
• Linking catalog products to ABC Supply
• Creating a material order from a quote with SRS items