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. This integration introduces the option to add items via a dedicated tab to search the Reece store without ever having to leave 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 US in the dropdown menu [Make sure you only select the “Reece US” supplier created by FieldPulse—not one you've created yourself. You can easily tell the difference: the FieldPulse-created "Reece US" supplier cannot be edited.] . Once you've found Reece US, 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.)

Now you can begin 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.

The loading wheel remains active while FieldPulse sends the item details and related information to the supplier for verification of stock, validity, and price.

FieldPulse has verified the item details and successfully placed your order.

FieldPulse has the ability to identify errors with items on the purchase order and will notify you of these. In the example below, you can see some of the items are either out of stock, invalid/unavailable, and/or the price has changed. You can correct the errors before resubmitting the purchase order. This can be done quickly by using the options at the top of the pop up window. Here you can select Update All Prices, Remove All Unavailable Items, and/or Remove All Out of Stock Items.

To use the Reece integration for purchase orders, here’s what you need to know:

If your items still use an old Reece supplier name, you’ll need to update them:

Bonus: When you build an estimate or invoice with Reece US items, we’ll automatically create a draft purchase order for you, making it easy to choose your branch and place the order.