Review and delivery
Order the bill of materials online
For dealers: turn the design’s bill of materials into an order, matched to the catalogue at your dealer price, sent to your portal cart and submitted.
On this page
For dealers, the design does not have to end in a list. It can end in a purchase: every line of the bill of materials matched to the catalogue and dropped into your portal cart, at your dealer price and in your currency, with no retyping.
Note
Ordering uses your dealer-portal session, so it is for dealers signed in to the portal. Other companies use the bill of materials as a CSV with their own suppliers. See Build the client proposal and price the job.
Order the design
- Open the tool from the dealer portal, from Shop → Tools, so it uses your portal session.
- Open the Equipment tab in the Inspector and choose the whole project. It ends with the total bill of materials.
- Choose Match against the catalogue. Every line is matched by its SKU or model code, the same way the proposal pulls catalogue prices, so the list carries your dealer prices.
- Choose Order online, under the total bill of materials. Your portal cart opens in a new tab with every matched line in it.
- Review the quantities, then submit the order.
The portal prices the order on its side, against your account, and gives it a DP-#### order reference. The order note is filled in with “From design:” and the project name, so everyone knows where it came from.
Good to know
- Items already in your cart stay. The design’s lines are merged in, and quantities add up for the same product.
- Lines with no catalogue match are listed in a message, so you can order them through your account manager. Everything else goes ahead.
- The final price is the portal’s. The portal prices the order again when you submit it, so the price in the cart cannot be altered on the way.
- Prices are dealer prices in your account’s currency.
This is the path from quote to order in one project: design, review, price, order.
