Within FieldPulse, you can create new purchase orders and send them to your chosen Reece branch, eliminating the need for manual transfers. Additionally, this integration empowers you to effortlessly transform your FieldPulse estimates into Reece purchase orders to save time and minimize the potential for errors.

Building estimates and invoices becomes a breeze. The integration introduces the option to add items via a dedicated tab to search the Reece store without leaving FieldPulse.

To add a Reece line item to an estimate, invoice, or purchase order, navigate to your desired record. Click Add Item and select the Reece US tab on the left-side menu. Start typing to pull up a list of all Reece parts matching your search. When you find the part you're looking for, click on it and adjust the quantity as needed. Once you have added a line item you can repeat the process for any additional items you want to add.

Begin by creating a new purchase order. Click in the Supplier search box and look for Reece in the dropdown menu. Once you've found Reece, click Select Supplier. Enter the vendor order number in the search box, select Delivery and enter the delivery address. (Note: Pickup is not available with the Reece US integration at this time.)

Start adding items to the purchase order! Click in the item search bar and start typing to pull up a list of all Reece 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 Reece account.