Learn how to set up ABC supplier pricing in Roofr, ensuring you get accurate, up-to-date pricing from your preferred ABC branches.
What it Does:
By syncing Roofr with ABC, you’ll streamline your workflow and ensure pricing comes directly from your ABC supplier.
Prerequisites:
- Current ABC Supply account owner credentials
Available on:
- Roofr Premium or Elite
Setting Up Your Supplier
Step 1: Enter your credentials
- Navigate to the Integrations section of your Roofr Dashboard
- Click ‘Connect’ in the ABC Supply section
- Enter your ABC Supply Username and Password
Step 2: Confirm your Branches
- Choose the branches that you would like accessible in your integrated pricing and click ‘Confirm’.
Step 3: Add Branch Contact Information
- Click ‘Add branch contact’ to your selected branches
👉 NOTE: Each branch must have a contact before you can save the supplier.
- Add branch contact name and at least one contact method (phone or email). Click ‘Save’.
- Click ‘Save’ again on the contact information screen when each branch is complete.
Prefer a video? Checkout our tutorial here:
Setting up your ABC supplier integration
Step 1: Navigate to the Integrations tab in your Roofr Dashboard.
Step 2: Connect with ABC
- Click Connect. A new tab will open with the ‘My ABC Portal’ login.
- Log in using the ABC account owner credentials (the same ones the owner of the account uses for the ‘myABCsupply’ app).
- Enter the account password and click Next.
💡 Pro Tip: Be sure to use the ABC account owners login, or check with your ABC branch rep to ensure you’re using the correct one. The integration will not work with a ‘myABCsupply’ account that does not have ‘owner’ credentials.
Step 3: Choose your ship-to account
- Select the ship-to account number you’ll use for ABC orders.🚨 Heads up: You can only select one account for now, so choose the one your company primarily uses for pricing.
Step 4: Pick your branches
- Roofr will display all branches you've worked with.
- Add the branches where you want pricing visibility and from which you'll send orders (usually, the top branch on the list).
Step 5: Add your branch contacts
- Add the ABC branch contact. This will be the person to reach out to if there’s an issue with an order.
That’s It!
Boom! Your supplier is set up and ready.
You’ll now see it under Material Order > Supplier in the app, complete with an Integrated badge.
💡 Pro Tip: Star your integrated supplier and branch as “Preferred” to keep them front and center!
FAQs
I already have an ABC supplier with history. Will I lose it when I add my ABC Integrated account?
To keep it separate, rename your old supplier (e.g., “ABC - Old”) and start using the new one for all future orders.
Can I set up multiple ship-to account numbers?
Not yet! We’re working on this for later this year, but right now, you’ll need to stick with one account.
Can I update my branches or contacts?
Yes, you can! Simply edit your supplier details in your Material Orders page. Just note: Deleting a supplier is final and will wipe your catalog setup. Deleting branches is safe, though—it just removes the pricing visibility for that branch.
Why do I see branches I don’t use?
ABC sends us the whole list, so pick the top 2-3 branches you work with most often for pricing.