As a ServiceWorks user, you’ll have access to our exclusive integrated features with Marcone Supply. Here’s the typical workflow for how this should work within your ServiceWorks account
Setting Up Your Marcone Credentials
Before you can begin, you must first ensure that your login information for Marcone is setup properly within ServiceWorks. To do so, click on the cogwheel to open up the Configuration tab, and once open, navigate to Inventory Settings ->Distributor
Once in the Distributor, use the New Distributor button in the upper right hand corner to add Marcone as one of your distributors, if not already present. Once created, you can continue to the next steps
More information on distributors here | Distributor Setup
Using the Marcone Cart Feature
Once you’ve verified your credentials are correct, you’re ready to utilize the cart feature.
To do so, use the following steps:
Step 1: Create a purchase order (PO) for any item carried by Marcone from a job. This will add the items from the job ticket to the Items Needed page
Step 2: Either immediately after (or at the end of the day), head over to the Items Needed page and you should see the items required for purchase orders listed there. Click the checkbox next to the items you wish to select and then click the Add To Marcone Cart button. (Note: This feature will only work with parts carried by Marcone. Any attempt to add a part not carried by Marcone will result in an error message)
Step 3: Once added to the cart, use your browser to visit the Marcone website and log in. Once logged in, navigate to the Your Account section and click on Order History -> Cart Manager
In the following menu, you’ll see a list of all the currently saved carts within your Marcone account. Locate the cart number that matches the invoice number from ServiceWorks and click the Use link
Once clicked, you’ll be able to verify the items in the cart, confirm your shipping address, select your desired method of shipping, and then finalize the order
Step 4: Now that your order has been finalized for shipping, return back to ServiceWorks. In ServiceWorks, hover over the Inventory tab on the toolbar and select Purchase Order. Once in the purchase order screen, there should be a Marcone Cart to Sync section detailing your previously added items within your cart at Marcone.
Note: To delete entries in the Marcone Cart to Sync section, you’ll need to delete the carts from within your Marcone account
Select the submitted cart orders you wish to synchronize with your Marcone account and click the Sync button. Once clicked, it will both synchronize the information with your Marcone account and create a trackable purchase order within ServiceWorks containing the items from your cart in Marcone
Once synchronized, the new purchase order should now appear within the list in the Purchase Order menu
Error Messages:
When attempting to submit a PO, either using the Marcone cart option or with the Purchase Order option, you may encounter an error message. Within these error messages, you’ll find both the PO number and a description of what part caused the error and why
Need More Assistance?
Contact us:
Use the chat bubble on our site here
Email: support@service.works
Phone: 636-220-4363 Ext #1
