Ready to integrate The Granite Group 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 integration, and provide your Granite Group account number, ship-to address, and company name. Your integration will be activated once your details are verified, in approximately 2 business days.

To add a Granite Group line item to an estimate or invoice, navigate to your desired record. Click Granite Group to open the catalog and select the line items you need.

Begin by clicking Products, then selecting the necessary category.

When you find the part you're looking for, adjust the quantity as needed and press Add to Cart. Once you have selected a line item, you can repeat the process for any additional items you want to add.

When you're ready to return to the estimate or invoice, proceed to checkout in the Granite Group catalog by clicking on the shopping cart icon.

Confirm your selections by clicking Checkout.

You'll then be prompted to select to add the Granite Group line items as a grouping or individually. A grouping will place the items together under a header, as well as allow you to customize the visibility of the individual items and/or their pricing for your customers.

You'll now see your Granite Group line items added to your estimate or invoice!

The easiest way to create a purchase order for The Granite Group is to go directly from an estimate or invoice record. Navigate to the estimate or invoice you'd like to create a purchase order from and select Order from the top menu.

This feature creates draft purchase orders for each supplier on an estimate or invoice. Click on the draft purchase order for The Granite Group, which will include all Granite Group line items on the estimate or invoice. (Note: You can adjust the line items on the purchase order as needed before sending the order to The Granite Group.)

Begin your purchase order by selecting The Granite Group as the supplier. This will only allow you to add items from The Granite Group to this order.

When selecting delivery or pickup, please note that you will be able to enter an address (delivery) or select from a list of The Granite Group Branches (pickup).

Click Granite Group to open the catalog and select the line items you need. Follow the steps detailed above under Estimates & Invoices to add line items to your purchase order.

Once you've added your line items, save your purchase order.

Then, click Order to send the purchase order to The Granite Group.

If you need to check your order status, change, or cancel your order, contact your local Granite Group branch or use their contact form. (Note: If you have been using purchase orders, be sure not to select the supplier you created and named Granite Group)