Integration Coming Soon...
Ready to integrate Reece with your FieldPulse account? To get started, reach out to us via support@fieldpulse.com or use the chat in bottom right corner of your screen. Let us know you'd like to enable the Reece integration, and provide the following details:
Reece Customer ID
Reece Ship-to Address
Company Name (as registered with Reece)
Integration Benefits
Reece Purchase Orders
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.
Simplified Estimates and Invoices
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.
Item Search
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.
Purchase Orders
Generate a Reece purchase order and submit it without leaving FieldPulse! Before continuing, be sure you have the Reece integration set up, as well as purchase orders enabled.
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.
Order Processing
The loading wheel remains active while FieldPulse sends the item details and related information to the supplier for verification of stock, validity, and price.
Order Placed
FieldPulse has verified the item details and successfully placed your order.
Failed Checks
FieldPulse identified errors with one or more items on the purchase order. Correct the errors before resubmitting the purchase order.
Integration Walkthrough - Version 1 Beta
Not a Reece customer yet? Sign up today! Click here to get started.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.