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Using Notifications and Orders in myBLDR

Updated over 3 weeks ago

Place a Repeat Order

myBLDR doesn't have a dedicated repeat order feature. To place a repeat order, create a new quote and re-import or re-upload the same data, then publish and submit the order.

Place an Order from a Published Quote

To place an order from a published quote:

  • To order the entire quote, select Purchase Quote.

  • To order specific packs or items, select the checkboxes next to the packs or items you want to order and select Submit Order.

About Order Submission

When an order is submitted, the following occurs:

  • The customer enters a Requested Delivery Date.

  • myBLDR generates an ERP order.

  • The submitter and sales rep receive an email confirmation.

About Modifying Quantities and Pricing During Ordering

Customers can't modify quantities or pricing during the ordering process. Only BFS team members can make these changes. Customers must request changes through their sales rep.

About myBLDR Orders in OnLine

myBLDR creates DI Sales Orders in OnLine.

To convert a DI order to an SO:

  1. Go to Order Entry/Invoicing > Sales Orders.

  2. Look up the DI order number.

  3. Change the order type from DI to SO.

  4. Update the required fields.

  5. Press Esc to save.

Process a Special Order in OnLine

To convert a Special Order in OnLine:

  1. Go to Order Entry/Invoicing > Sales Orders.

  2. Select Add, Change, Delete, Inquire.

  3. Look up the Sales Order number from the automated email.

  4. Delete the line item from myBLDR.

  5. Change the order type from DI to SP.

  6. Enter items at the PO screen and add them to the SP.

About myBLDR Orders in Trend

myBLDR creates a QU in Trend. To convert a QU to an SO:

  1. Open Order Setup.

  2. Enter OEET.

  3. Enter the QU number and select Change.

  4. Press F4, then press F7.

  5. Fill in the conversion fields and save.

About Order Status Tracking

You can track order statuses in myBLDR from the Quote Dashboard:

  • Order statuses. Update automatically based on ERP updates.

  • Unscheduled orders. Appear under All Unscheduled Orders.

  • Cancelled orders. Orders cancelled in the ERP are removed from the list automatically.

About Sales Desk Orders

Sales Desk Orders are orders created directly in the ERP without a published quote in myBLDR.

  • Enter the order directly in OnLine or Trend.

  • The order status appears in myBLDR automatically.

  • There's no need to create or publish a quote in myBLDR for Sales Desk Orders.

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