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Who uses this: Roles with Estimates or Invoices permissions. Availability: Australia and New Zealand (ANZ) — requires the Reece maX integration and a Reece maX account.
A branch quote is a quote a Reece team member has already put together in the branch, and the Reece maX integration lets you pull it into a FieldPulse quote so your goods are priced the way Reece priced them. That takes the guesswork out of pricing goods and keeps you and Reece on the same page about price increases and profit margins.

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Overview

A branch quote is a document you can ask Reece for to competitively price the goods you are buying from them. With the Reece maX integration, you reach branch quotes through the Reece Catalogue option while you build a quote in FieldPulse. The Reece Catalogue opens a lite version of Reece maX, where you can either build your own quote by adding Reece items to your cart or open an existing branch quote and pull its items in. Embed video - https://vimeo.com/667469846?fl=pl&fe=sh

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Before you begin

  • The Reece maX integration must be set up and authenticated with your Reece maX account.
  • You need a branch quote already prepared by your Reece branch to pull one in.

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Pull a branch quote into a FieldPulse quote

  1. While building a quote in FieldPulse, open the Reece Catalogue option. The Reece Catalogue opens a lite version of Reece maX. FieldPulse Create Invoice screen with the Reece Catalogue button highlighted
  2. Select Branch Quotes in the top right-hand corner.
  3. Select the branch quote you want. FieldPulse adds the items from that quote to your cart.
  4. Open your cart and review the items.
  5. Select Proceed to Purchase. Your Reece goods carry back over to FieldPulse and are added to your customer’s quote.
Your branch quote is working when you select it in the Reece Catalogue, proceed to purchase, and the Reece items land on your customer’s FieldPulse quote at the branch-quoted price — no margins re-figured by hand.