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Who uses this: Roles with Purchase Orders permissions. Availability: Australia and New Zealand (ANZ) — requires the Reece maX integration and a Reece maX account.
With the Reece maX integration, you can create a Reece purchase order in FieldPulse and submit it to your Reece branch without leaving FieldPulse — no separate maX login and no re-keying. Once the items are processed, the order shows up in your maX account.

Overview

A Reece purchase order in FieldPulse is a standard purchase order with Reece maX set as the supplier. You add Reece parts with the item search, choose pickup or delivery, and submit — FieldPulse sends the order to Reece for you.

Before you begin

Create and submit a Reece purchase order

  1. In the left-hand menu, select Purchase Orders. FieldPulse left-hand menu with Purchase Orders highlighted under Sales
  2. On the Purchase Orders page, select Create Order. FieldPulse Purchase Orders list with the Create Order button highlighted
  3. In the Supplier search box, look for Reece maX in the dropdown, then select Select Supplier. FieldPulse Create Order screen with the Supplier search box and Delivery Pickup toggle highlighted
  4. Enter the vendor order number in the search box.
  5. Select Pickup or Delivery. For delivery, enter the delivery address if required. For pickup, the address defaults to your Reece Home Branch.
  6. In the item search bar, start typing to pull up matching Reece parts. When you find the part, select Add Item. Repeat for any additional items, and set the quantity for each. Purchase Order Items search with the Reece tab selected and matching Reece parts listed
  7. Complete the rest of the purchase order and select Save.
  8. When you are ready to order, submit the order. Once the items are processed, the order appears in your maX account.
Your Reece purchase order is working when you submit it from FieldPulse, the items process, and the order appears in your maX account — with the parts, quantities, and branch you set, no double entry.