In this article:
How to create a Material Order
1. From a Job Card
Click the Material orders tab at the top of a Roofr Job Card
Click Create Material Order
Enter required details:
Supplier and branch location
Delivery address
Point of contact
Preferred contact method
Delivery date & time
At least one material item added
Click Send at the top right when ready
2. From a proposal
Click the (…) options menu on a won proposal listing
Select Create material order
The proposal’s materials will automatically populate
Enter required details
Click Send at the top right when ready
💡 Optional: add a unique Purchase Order Number to organize your internal accounting and project management
Send and track Material Orders
After filling in all necessary details in your material order, click Send in the top right corner
Review/edit recipients and subject and add a message body to the email
Click Send order
From the job card:
View/edit the status of the work order (draft, ready to send, sent, rejected, delivered)
View the work order to edit
Download or delete the work order (from the … options menu)
Change Supplier on Material Orders
Material Orders made from proposals with supplier pricing will be created locked to that supplier.
To change the supplier on the Material Order:
Click Change supplier under the supplier dropdown
Acknowledge the warnings on the prompt
pricing on the material order reflects the current supplier and will clear when changed
the original proposal will not update
Select a different supplier from the dropdown
💡 Changes will be noted in the activity log of the job with user and timestamp
What's Next?