Supplier Integrations
Integrate with your suppliers by connecting them to your Jobman software. Streamline your catalogue and purchase ordering process, reduce the likelihood of errors, and save precious time!
Please note: This is an optional extra and must be added to your subscription before proceeding.
How to Connect to a Supplier
- Go to Settings > Supplier Integration.
- Select your supplier.
Click Update and choose a contact to represent this supplier within your Jobman software. Add any other necessary configuration settings (these can be different depending on the supplier), then Save changes.
- Click Connect.
- You should now see that your Purchase Order CSVs for the contact that you selected are formatted to suit that supplier.
For more specific information about connecting to a supplier please refer to the list of Supported Suppliers below.
Supported Suppliers
| Supplier | Custom Purchase Order CSV Template |
Send a Purchase Order Direct |
| Hafele | ✓ |
✓ |
| Laminex | ✓ |
× |
Can't see your supplier in this list? Let us know which supplier you want to see added next!
Feature Explained: Custom Purchase Order CSV Template
When you send a purchase order to the supplier, the CSV will be created in the exact format requested by the supplier. Your order will be easier for them to process, and there will be less chance of communication errors.
Feature Explained: Send a Purchase Order Direct
Simply click Send to generate an order directly within the supplier's system. No need for emailing back and forth, or waiting to receive an order number. Receive instant feedback on pricing, availability, and estimated delivery times.
If there are any issues with your order, an alert will be generated so that you can resolve the issue immediately.
