Discover seamless synchronization as Loc8 effortlessly connects with Reece, ensuring your invoice data seamlessly integrates into Loc8 Jobs. This integration simplifies Reece's Punch Out process, allowing users to redirect to the Reece platform, build a shopping cart, and effortlessly associate it with ongoing jobs.
The below benefits empower users to streamline processes, reduce manual efforts, and enhance overall collaboration between Loc8 and Reece.
Effortlessly synchronize inventory items from Reece to Loc8, ensuring accurate and up-to-date information through streamlined invoice synchronization.
Loc8 creates Reece products in jobs, eliminating the need for manual entry and ensuring a comprehensive inventory across your platform.
Enjoy an organized Job List that prominently displays Loc8 jobs with Reece quote/cart records, providing a clear overview for efficient job management.
For Reece, the configurations include turning on the sync invoices option, allowing Loc8 to poll for invoices and map Reece invoices line items’ data to a job. Users need to select a default Loc8 category for new inventory creation from Reece with an empty category when choosing this option.
Upon integration, Loc8 undergoes several changes based on the defined configurations:
Inventory items sync to the Job’s Inventory Usage from Reece to Loc8 through invoice synchronization.
Reece products synced into jobs, not existing in Loc8 Inventory, will be created.
The job list page displays Loc8 jobs with at least one quote/cart record from Reece.
Accessible through the “View” option in the Job List page or directly through Loc8 Job, this page appears once the Reece Integration app is successfully added through our AppStore.
Clicking this button redirects users to Reece product pages, enabling the selection of products for the cart. Upon checkout, the details carry forward to the integration, associating with the current job.
Displays selected cart details with contact name, number, and email populated from job customer details. It also populates job address details if required by the order type (e.g., Delivery).
Users can check the integration’s status at any time by examining the timestamp against the Last Successful Poll in the header or the HISTORY page.
All changes made to the synced-in data while the integration is active are recorded in the HISTORY log. This log serves as an excellent tool for tracking and troubleshooting sync issues.
Read the article on enabling integration between Loc8 and Reece
Whether you're aiming to streamline workflows, access real-time data, or bring together your business operations in a unified platform, SmartPath's integrations offer the flexibility you're looking for.
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