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How do I create a Material Order from within Buildxact?

Learn how to create and pay for your The Home Depot Material Order from within Buildxact

Matt Govett avatar
Written by Matt Govett
Updated this week

You can now create Material Orders with The Home Depot from Buildxact.

Generate a Material Order from within one of your estimates or jobs, or directly from the Material Orders tab in the left-hand navigation menu.

From within your Estimates or Jobs

To begin, navigate to your estimate and click on the Estimate or Job Costings tab.

  1. Select existing categories or items from within your estimate by checking the box beside the category and/or item. Then click Create Material Order.

  2. You'll now have an option to select/unselect any items as you wish.

  3. Clicking to add your selected items to cart will now create your Material Order with your selection.

From the Material Order menu

  1. Click on Material Orders in the left-hand navigation menu.

  2. Click Create new order.

  3. Start typing into the search box. This can be a description or item code copied directly from The Home Depot's website.

  4. When you see the item, click Add to Cart.

  5. You can increase the quantity of your items in the cart by typing directly into the quantity box or using the - and + buttons.

  6. Once you're happy with your selected items, click Continue. This will progress to Completing your Order.

Completing your Order

  1. Include a description of your order for your own record. For example, 'Flooring for 123 Smith St'.

  2. Select a delivery address. Do this by selecting a job with a Work Location OR by manually typing in the address and selecting from the dropdown.

  3. You can go back and edit your cart at any point to add any extra items.

  4. Choose either delivery or pickup for your items.

  5. Select, Submit quote OR Go to checkout.

    1. Submitting a quote will create a Quote record in your ProXtra account that you can then continue to work directly with The Home Depot on.

    2. Go to checkout will apply the known automated discounts and will calculate delivery costs.

  6. Once you've selected Go to checkout, you'll have the option to confirm your payment method before payment.

    1. If you don't have any cards registered in your ProXtra account, you'll be able to add them from the Add & manage cards in ProXtra button.

    2. All cards will need to be authorized within your ProXtra to be usable. For instructions on how to authorize see this guide.

  7. Once your payment method is selected, click Pay & order material.

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