Price List Integration with Major Supply Companies for Material Orders
Having to manually input products and current prices in a market with constant changing prices is cumbersome and time consuming for creating estimates and material orders. When looking for CRM solutions for our company, one of the feature benefits other competitive CRM providers offered was supplier pricelist integration (i.e. ABC Supply Co., WestEnd, etc.). This would lift a huge burden of having to continually cross reference correct current pricing.
Todd Hayes
shared this idea
We are now integrated with the top 3 major suppliers: ABC Supply, QXO (formerly Beacon Building Products), and SRS Distribution.
Through these integrations, you can now pull in live pricing for all the products you order from these three suppliers and submit your orders directly to them digitally.
For help on connecting these supplier integrations, check out our help resources here:
-
Brandi Ivy commented
We LOVE the Beacon integration. It would be great if we could have current pricing from ALL of our suppliers integrated!
-
Anonymous
commented
Absolutely agree on this. Most of our sales reps time is spent trying to navigate through the "created" products and re-enter the line item and product pricing. A click and choose the product item would be most beneficial and have them listed in service groups.
-
Todd Hayes
commented
Additionally, it would be nice if there were multiple supply vendors to be able to select which pricelist to use when placing a material order.