My Example CRM

Can my items be delivered or picked up today?

You can only change delivery options on your PO BEFORE you submit it

Change delivery method

Use templates to save time when repurchasing items for similar projects

Create a Quote Template

Highlight or flag a PO to help you stay organized

Flag a Purchase Order

Start a material quote in an existing project and convert it to a submitted purchase order

How do I order materials?

How to see your pricing when building a Purchase Order

How do I see the price of the item in the PO Builder?

Add items by quickly using the Search Bar

How do I use the search function in the PO Builder to add an item?

How do I view my pricing?

I can't find an item to add to my Quote

I have a measurement report from a 3rd party. How do I enter my quantities for my PO?

Contact your Local Branch for any non technical questions about your PO

I submitted my Purchase Order but need help

Manually enter in the quantity for line items or pull in measurements for the system to calculate the quantity of material you need

Measured vs Custom Quantity

Contact your Local Branch for questions about your Purchase Order

My Purchase Order status has not been updated

If the price on your Purchase Order does not reflect your typical Branch pricing, here's what to do

Pricing Issues

Will I be able to view orders that I placed through a branch?

Create a quote for your project to receive instant material pricing

Start a New Quote

Jana

Sofia Calicchio

Create, send and track your Purchase Orders online!

Purchase Orders

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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