Feature

Material ordering, standalone or from a quote.

Create a material order from an accepted quote, import a quote from another tool, or start from scratch. Quantities, product codes, and profile drawings included. No re-counting, no spreadsheets, no phone calls with missing details.

QuoteCore+ - Material Order
QuoteCore+ material order showing roofing materials with quantities, cut lengths, supplier details, and profile drawings

Three ways to start

From an accepted quote, import a quote from elsewhere, or start a blank order from scratch. The tool works standalone.

Supplier-ready format

Orders include product codes, cut lengths, delivery address, and contact details. Suppliers get exactly what they need.

Profile drawings included

Custom flashings include technical profile drawings with dimensions, so suppliers know exactly what to fabricate.

What is material ordering in QuoteCore+?

Material ordering is a standalone tool. You can generate an order from an accepted quote in QuoteCore+, import a quote from another tool, or start with a blank order from scratch. However you start, the order builder gives you a supplier-ready document with quantities, product codes, cut lengths, and delivery details.

When you do start from a QuoteCore+ quote, every Smart Component already knows what material it is, what quantity is needed, and what product code it uses. The material order takes that information and turns it into an order in seconds.

How it works

1

Start from a quote or from scratch

Generate an order from an accepted quote in QuoteCore+, import a quote from another tool, or start with a blank order. Three ways in, same result.

2

Review and adjust

Quantities, product codes, and descriptions flow from the quote's Smart Components™. Edit quantities, add items the quote didn't include (like fixings or consumables), or remove items you already have in stock.

3

Supplier-ready format

The order includes everything your supplier needs: quantities, cut lengths, product codes, delivery address, and contact details. Custom flashings include technical profile drawings with dimensions.

4

Send and track

Send the order directly from QuoteCore+. Every order is stored against the job, so you can see what was ordered, when, and for which quote.

Who it's for

Contractors who order materials from suppliers. Whether you quote in QuoteCore+ or elsewhere, the material ordering tool gives you a clean, supplier-ready document without re-counting or re-formatting.

What problem it solves

Re-counting from the quote

After acceptance, materials have to be counted and formatted for the supplier. The order builder does this automatically from the quote's Smart Components™.

Missing product codes

Supplier orders without product codes lead to delays and wrong deliveries. Smart Components™ store product codes, so every order includes them.

No order history

Every material order is stored against the job. You can see what was ordered, when, and for which quote, without searching through emails.

Supported inputs and outputs

Inputs

  • - Accepted quote with Smart Components
  • - Product codes and quantities from components
  • - Supplier details (name, contact)
  • - Custom line items (add manually)
  • - Blank order (start from scratch)

Outputs

  • - Material order with quantities and product codes
  • - Supplier delivery details
  • - Order stored against the job
  • - Printable order document

Worked example: ordering tiles and ridge

A contractor accepts a quote for a 180 m2 gable roof:

  1. 1. Open the accepted quote: The quote has 198 m2 of concrete tiles (with waste) and 12 m of ridge.
  2. 2. Generate order: Click "Create material order". All line items pull through automatically with product codes and quantities.
  3. 3. Add extras: The contractor adds 2 rolls of underlay and 1 box of nails manually.
  4. 4. Send to supplier: The order is emailed or printed for the supplier with all details.

What it does not do

No direct supplier API ordering

Material orders are generated as documents (printable or emailable). The system does not place live orders into supplier e-commerce systems.

No delivery tracking

Orders are stored against the job, but delivery status tracking is not included. You track delivery through your supplier as normal.

When it may not be the right fit

You order from a single supplier with a fixed list

If you always order the same materials from the same supplier with no variation, a phone call or email may be simpler. The order builder adds the most value when quotes vary in scope and materials.

Frequently asked questions

Do I need a quote to create a material order?

No. You can create a material order from an accepted quote in QuoteCore+, import a quote from another tool, or start with a blank order from scratch. The material ordering tool works standalone.

Can I send material orders to my supplier?

Yes. Material orders can be sent directly from QuoteCore+. The order includes quantities, product codes, cut lengths, delivery details, and profile drawings for custom components.

Can I edit a material order before sending it?

Yes. You can adjust quantities, add or remove items, and edit delivery details before sending the order to your supplier.

Related

Roof plan used in the QuoteCore+ interactive takeoff demoInteractive demo

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