When a dealer places a purchase order, you receive it instantly on your end. From there, it's your job to review the details, make any necessary adjustments, and send back the invoice. Here's how the process works:
Web
Open the Orders section on the left side of your distributor dashboard.
You'll see two tabs, PO and Invoice. Click Invoice to see all incoming orders ready for processing.
Browse the list or use the search bar to find the relevant order. Each order card shows the dealer name, job name, order number, date, and current status.
Click on the order to open the full invoice view. Here you'll find:
Invoice Number — the unique reference for this invoice.
PO Number — the purchase order number submitted by the dealer.
Job Name — the project name that the dealer assigned to the order.
Created Date — when the order was placed.
Shipping Info — whether the order ships to an address or is a Will Call pickup, and the assigned delivery location.
Product breakdown — the full list of ordered products with quantities, unit prices, and line totals.
Make revisions if needed. If any details need to be adjusted, such as quantities, pricing, or shipping, you can make changes before sending.
If you need to cancel the invoice entirely, click Cancel.
Once everything is confirmed and accurate, click the Send button. The invoice is delivered to the dealer instantly, and the order status updates in real time on both sides.
Mobile
From the bottom navigation bar, tap the Orders icon.
Choose Invoices.
Check the full order details:
Invoice number and PO number
Job name and created date
Shipping info — Ships to or Will call, plus the delivery location, phone, and address
Order total price
Once everything looks correct, tap Send Invoice.
Before sending, you can adjust an order if any details need to be changed, such as quantities, custom fields, or products.
Tap the quantity shown under a product (for example, "1.0 sqm"). The Item Quantity panel will open, where you can type a new quantity directly or use the – and + buttons to adjust it.
Once you've made your adjustments, tap See Revision to review the updated order before sending.
If you need to cancel the invoice entirely, click Cancel.
Order Statuses at a Glance
Status | Meaning |
Draft | Order received, not yet processed |
In Revision | Changes are being made to the invoice |
Sent | Invoice sent to the dealer |
Invoiced | Fully processed and invoiced |
Questions about processing orders or invoices? Reach out via the chat on the website or inside the app. We’ll be happy to assist you.