Note: You need to have an active "PlaceMakers Customer Account" in order to use the NextMinute integrated ordering to PlaceMakers feature. Please contact your local Branch for more information on setting up a PlaceMakers account.
Step 1: Navigate to Accounts & select Orders
Step 2: Select "Add" from the Orders page
Select to Add a new order from the Add on the Orders page.
Your Orders page will show the Order number, Supplier, the assigned Job and/or Task, a reference, Total $ amount, Supplier Order Number, Order Status and Date Sent. To amend an order Status, click into the Order, select More and Set Status.
Step 3: Select to Add an Order using one of the following
Using a Blank form (which we have selected in this example) or using a Quote, Order, Invoice, Supplier Invoice or Pre-Built template.
Step 4: Select Supplier & the PlaceMakers logo
Select Supplier to assign to PlaceMakers.
If there is no PlaceMakers logo (as shown below), you will need to refresh your Hardware supplier integration by going to Admin > Setup Hardware Supplier Integration and select Refresh Integration. If you haven't registered for a KnowMe account and completed this integration follow this article PlaceMakers Know Me Set Up & Authentication Process.
Step 5: Select Your PlaceMakers Account
You may have multiple accounts to select from.
Step 6: Fill in the Order Form & Save
Edit the order's Title, select the Order Date and Due Date, Assign the order to a Job and/or Task and select whether you would like to Pickup the order or have it Delivered to an address. If you need to make any edits to this form, after saving, you can by selecting the Order header.
Step 7: Build your PlaceMakers Order
The status of your order will now show as Pending, add materials by selecting the + Add a new item button.
Search for materials
Search for PlaceMakers products and materials using the search bar and narrow your search down using the refiners.
Get Pricing and Show Stocked Items Only
After narrowing your search down using the refiners on the left, you can select "Get Pricing" to view product pricing. You can then tick to only Show Items that your Branch Stocks.
Select the material, add the quantity and save
Search for materials using the product SKU number
Eneter the SKU number in the search bar, select the material, add quantity and save.
Make any Edits before submitting
When happy Save
In this example we have amended the quantity for Gib, you can also Tag line items here which will save these products locally to your Sale Items Materials list.
Get Latest Prices
- Update Buy Price Only - The buy price is the what you are paying
- Update Sell Price Only - The sell price is the PlaceMakers retail price
- Update Buy and Sell Price - The buy price is what you are paying and the sell price is the PlaceMakers retail price
After Submitting your order the status will automatically chnage to Submitted and a PlaceMakers order number generated, as shown below;
PlaceMakers Order Acknowledgement email
After submitting your order you will receive a confirmation email from placeMakers. Your branch may also call you to confirm your order.