City Electric Supply

City Electric Supply

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With our City Electric Supply integration, you can get the most up to date material pricing within FieldPulse. Enable the integration to add City Electric Supply line items to your estimates and invoices, plus receive accurate pricing in real time.

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Getting Started

To enable the integration, please contact the FieldPulse Support team with your interest to enable the City Electric Supply Integration and share the following details:

1. City Electric Supply Customer ID / Account Number (11-digit number found in the top right corner of your CES invoice)

2. Email Address (associated with your CES customer account)

3. Company Name (as registered with CES)

(Note: Your City Electric Supply Account #/ customer ID can be found on a City Electric Supply invoice in the top right corner See the example below.)

Our team will then contact our City Electric Supply partners to get your account set up. Behind the scenes, we’re making sure the integration is linked to your specific CES account so your personalized pricing displays directly within FieldPulse.

This process may take a few days, so we appreciate your patience. Once we receive confirmation from CES, the FieldPulse team will activate the integration and notify you right away.

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Estimates & Invoices

To include City Electric Supply line items in your FieldPulse records, begin by creating a new estimate or invoice. Select Add Item, then select CES from the left-side menu of the pop-up. Use the search bar to begin searching for the line item you’d like to add.

Once you’ve identified the line item you’d like to add, click Quick Add to add it to your estimate/invoice, or click on the item to adjust any details (quantity, price, description, etc.) before adding it to your record. Repeat this process for each City Electric Supply line item you’d like to add.

Product Category Filters for Smarter Search

Quickly find what you need by narrowing your item search using Product Category filters. Start typing your item name, then select one or more ‘Product categories’ to limit results to relevant items only. This makes searching faster, more accurate, and tailored to your workflow.

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Purchase Orders

Begin by creating a new purchase order. Click in the Supplier search box and look for City Electric Supply in the dropdown menu. Once you’ve found City Electric Supply, click Select Supplier.

1. Add Supplier Order Number [This number is shared with CES, allowing you to reference it if you need to make any order adjustments].

2. The pickup address will automatically be populated with the address of your local branch; this is fixed and cannot be adjusted. If you prefer delivery, please call the branch to make arrangements.”

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

Create a Purchase Order from Estimate/ Invoice

To convert your estimate or invoice into a purchase order, click on the ‘Actions’ button on your estimate or invoice page. Then, under ‘Related’, select ‘Purchase Order’.

Take advantage of the automatically generated orders found under the ‘Order’ subtab of your estimates and invoices. FieldPulse meticulously organizes your items by supplier, preparing a draft purchase order for your review. Simply review the details and click ‘Save’ to finalize and place the order.

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Permission Settings That Will Impact This Integration

If you do not want your Service Agents to have access to see the cost of items from City Electric Supply, ensure that the toggle is off for the ability to View Unit Costs on Estimates/Invoices.

In the picture below, you can see that with the permission above turned off, your Service Agent is not able to see the cost of items from City Electric Supply.

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Video Tutorial

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If you’d like to disable your City Electric Supply integration, contact us at [e-mail] or use the chat feature in the bottom right corner. (Note: all historic records including City Electric Supply line items will be maintained.)

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Have additional questions?

Contact us at [e-mail] or use the chat feature in the bottom right corner of your screen.