With our City Electric Supply integration, you can get the most up to date material pricing within FieldPulse. Enable the integration to add City Electric Supply line items to your estimates and invoices, plus receive accurate pricing in real time.
Getting Started
To enable the integration, contact us at support@fieldpulse.com or use the chat feature in the bottom right corner. You'll need to provide your business name, country, 11 digit City Electric Supply Acount #/ Customer ID [EXAMPLE: 00001234001] , as well as the email address associated with your City Electric Supply account. (Note: Your City Electric Supply Account #/ customer ID can be found on a City Electric Supply invoice in the top right corner See the example below.) Our team will verify your details with City Electric Supply and notify you when the integration is live in your account.
Estimates & Invoices
To include City Electric Supply line items in your FieldPulse records, begin by creating a new estimate or invoice. Select Add Item, then select CES from the left-side menu of the pop-up. Use the search bar to begin searching for the line item you'd like to add.
Once you've identified the line item you'd like to add, click Quick Add to add it to your estimate/invoice, or click on the item to adjust any details (quantity, price, description, etc.) before adding it to your record. Repeat this process for each City Electric Supply line item you'd like to add.
Purchase Orders
Begin by creating a new purchase order. Click in the Supplier search box and look for City Electric Supply in the dropdown menu. Once you've found City Electric Supply, click Select Supplier.
Add Supplier Order Number [This number is shared with CES, allowing you to reference it if you need to make any order adjustments].
The pickup address will automatically be populated with the address of your local branch; this is fixed and cannot be adjusted. If you prefer delivery, please call the branch to make arrangements."
Start adding items to the purchase order! Click in the item search bar and start typing to pull up a list of all City Electric Supply parts matching your search. When you find the part you're looking for, click Add Item.
Once you have added a line item you can repeat the process for any additional items you want to add to your PO. Don't forget to set the quantity of each item.
Complete the remainder of the purchase order, then press Save. When you're ready to order, submit the order. Once the items have been processed, this order will show up in your City Electric Supply account.
Create a Purchase Order from Estimate/ Invoice
To convert your estimate or invoice into a purchase order, click on the 'Actions' button on your estimate or invoice page. Then, under 'Related', select 'Purchase Order'.
Take advantage of the automatically generated orders found under the 'Order' subtab of your estimates and invoices. FieldPulse meticulously organizes your items by supplier, preparing a draft purchase order for your review. Simply review the details and click 'Save' to finalize and place the order.
Video Tutorial
If you'd like to disable your City Electric Supply integration, contact us at support@fieldpulse.com or use the chat feature in the bottom right corner. (Note: all historic records including City Electric Supply line items will be maintained.)
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.