Guide to Making Orders with City Plumbing
1. Introduction to Direct Orders 0:00
You can now make orders directly with City Plumbing.
Orders will go directly into your City Plumbing online account.
This process saves time by eliminating manual purchase orders.
2. Automatic Purchase Order Creation 0:12
Purchase orders are created automatically.
They sync with your accounting software (Xero or QuickBooks).
3. Connecting Your City Plumbing Account 0:18
Go to the Connections page to connect your City Plumbing account.
Click on 'Connect City Plumbing'.
4. Accessing Materials for Your Project 0:33
Navigate to the Materials tab to access City Plumbing materials.
Check the stock availability for your project.
5. Adding Items to Your Order 0:46
Select items you need (e.g., heating equipment, solar items).
Add selected items to your order summary.
6. Creating a Purchase Order 1:12
Click on 'Create PO' to pull items into the purchase order.
Review stock availability and proceed.
7. Setting Delivery Options 1:25
Set the collection or delivery address (pre-populated options available).
Choose between delivery or collection options.
8. Finalising Your Order 2:06
Review the summary of items and prices before submitting.
Submit the order to create the purchase order.
9. Order Acknowledgment and Notifications 2:18
The order status will change to 'acknowledged'.
Receive updates on delivery status and notifications in-app.
10. Tracking Material Costs 2:31
The purchase order will convert to a purchase.
Track material costs without manual checks.
11. Viewing Submitted Orders 2:55
Access your City Plumbing online account to view submitted orders.
The process is now easier and more efficient.
12. Conclusion and Feedback 3:13
The new process simplifies ordering and provides live stock information.
Feedback is encouraged to improve the service.
Full video