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      QXO Integration: How To Order Materials

      Order job materials and track delivery with ease using Roof Quote PRO™

      Requirements

      REQUIRED: Connect Your QXO Account and associate Roof Quote PRO markets with QXO branches.

      RECOMMENDED: Set up formulas and associate with products. Orders can still be placed without formulas set up, but quantities need to be entered manually.

       

      NOTE: Before starting your order check for a completed EagleView Premium Report or GAF QuickMeasure. These are used to auto-populate product quantities using measurement data.

       

      1. Log in to your portal
      2. In the dashboard, find the contact you’ll be ordering for and open their details.
      3. To start an order, switch to the Orders tab. Then select Order MaterialsScreenshot 2025-07-09 at 08.53.56

      4. Add a PO reference for this order. Click Next or the Measurements tab to continue.beacon-ordering-customer-info-1
      5. Measurements will automatically populate from EagleView or GAF QuickMeasure. If no EagleView or GAF QuickMeasure were loaded, it will rely on the measurements from the Instant Quote.beacon-ordering-measurements-inputs-1-1
      6. Set your waste factor, number of penetrations, ice and water (if needed), and decking (if needed)beacon-ordering-measurements-penetrations-ice-water-decking
      7. Click Next or click the Material Template tab to continue
      8. Select which QXO Template to use and your items will automatically show suggested quantities based on the measurements & your formulasbeacon-order-materials-template copy
      9. From here, you have several actions you can take:
        1. Change variations such as product color and size
        2. Adjust the quantity for each item
        3. Verify the formula used to calculate the quantity
        4. Exclude items from your order & hide excluded items
        5. Verify products in-stock (can still be included if out of stock as your QXO branch will check the product availability with nearby branches.)
      10. When your order looks good, click Next or click the Delivery Info tab to continue
      11. Select from Ship to Address or In-Store Pickupbeacon-ordering-delivery copy
      12. Select a date at least 24 hours in advance and a preferred time of day
      13. Add Order Notes
      14. Click Next or click the Review Order tab to continuebeacon-ordering-review copy
      15. If everything looks correct, click Create Order to submit your order to QXO

      16. Once an order has been placed, you’ll be able to track its status and delivery. If you need to make changes, contact your QXO branch for assistance.

        beacon-ordering-track

      17. All orders including drafts can be found in the My Orders sectionbeacon-ordering-my-orders

      Congrats!  You’ve successfully launched material ordering!

      Win more and build faster with the QXO integration