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Supplier Integration – Wilson & Bradley

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Supplier Integration – Wilson & Bradley

  • February 21, 2025
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Back to: Complete Jobman Set-Up Guide for Administrators

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Easily integrate with Wilson & Bradley by connecting them to your Jobman organisation for faster and more accurate purchase ordering.

Please note: Supplier integrations are an optional extra and must be added to your subscription before proceeding.

How to Connect to Wilson & Bradley

  1. Reach out to your Wilson & Bradley sales representative to request a login for their supplier platform for connection to Jobman. This process may take a few days.
    Please note: Only Wilson & Bradley sales representatives are aware of the process to follow. We do not recommend contacting Wilson & Bradley directly, as they may not be familiar with what you’re requesting. These credentials are not the same as your normal Wilson & Bradley site login. You must request a login to use the Jobman integration from your Wilson & Bradley sales representative.
  2. From the User Menu Panel in Jobman, go to Settings > Supplier Integrations > Wilson & Bradley.
  3. Click Connect to Wilson & Bradley:
  4. You will be redirected to the Wilson & Bradley site. All your data will be pre-populated and the correct configurations will be pre-selected, so you can simply click Yes, Allow:

  5. You are now connected!

Setting Up Your Wilson & Bradley Catalogue Materials

Before sending purchase orders to Wilson & Bradley, ensure your catalogue is up to date with Jobman’s supplier download:

Download Now: https://jobman.com/support/supplier-downloads/

Before importing the supplier download CSV file…
– You must have Wilson & Bradley set up in Jobman as a contact.
– The contact type must be “Supplier”.
– The contact name must be “Wilson & Bradley”, to match the CSV file. (For example, if the contact is named “Wilson & Bradley Pty Ltd”, the import will fail.)

 

Feature Explained: Send a Purchase Order Direct

To send a purchase order direct, first create a purchase order as you normally would, then click Send to Wilson & Bradley to generate an order directly within their system. No need for emailing back and forth, or waiting to receive an order number. Receive instant feedback on pricing, availability, and estimated delivery times.

If there are any issues with your order, an alert will be generated so that you can resolve the issue immediately.

 

Previous Lesson
Supplier Integration – Hafele
Lesson 7 within section Purchase Ordering and Inventory Picking.
Next Lesson
Reports in Jobman
Lesson 1 within section Reporting.

Course Syllabus

  • General Navigation and Usability
    • General Navigation
    • User Control and User Settings
    • User Licenses and Staff Types
    • Staff Roles and Permissions
  • Getting Started
    • Connect to Your Cloud File Storage
    • Connect to Your Accounting Software
    • Setting Up Your Staff
    • Setting Up and Managing Staff Login Details
  • CRM Management
    • How to Add Contacts
    • How to Manage Contacts
    • Contact Types, Roles, and Sources
    • Contact Emails and Resources
  • Lead Management
    • What is a Lead?
    • How to Create a Lead Workflow
    • How to Create a Sales Labour Centre
    • How to Create an Agenda Screen for Your Sales Team
    • Lead Settings: Types and Statuses
    • Lead Settings: Details
    • Lead Settings: Members and Member Types
    • Create Lead Item Types and Specifications
    • Automated Triggers in Lead Workflows
    • How to Create a Lead
    • How to Manage and Edit a Lead
  • Job Management
    • How to Create a Job Workflow
    • Automated Triggers in Job Workflows 
    • Job Settings: Types, Statuses, Details, and Members
    • How to Create Labour Centres for Your Jobs
    • How to Create Agenda Screens for Your Jobs and Staff
    • Understanding Your Capacity
    • How to Create a Job
    • How to Manage and Edit a Job
    • How to Create a Work Order from a Job
    • How to Use Your Target Calendar
  • Kiosk
    • How to Set Up Kiosk Staff Working Hours
    • Overview of Kiosk Mode Functions
    • How to Create Agenda Screens for Your Kiosk Staff
    • Staff Member Types and Automated Task Allocation
    • How to Create Activity Screens for Your Staff
  • Quoting
    • The Four Levels of a Jobman Quote
    • How to Build Products
    • How to Create Styles and Range Options
    • How to Build Quote Presets
    • Quote Templates
    • Quote Statuses
    • How to Create and Send a Quote
    • How to Refresh Quote Pricing
    • How to Copy and Revise Quotes
    • How to Create, Send, and Sync Invoices
  • Catalogue Management and Inventory
    • Catalogue Settings
    • Setting Prices and Measurements for Catalogue Materials
    • How to Create and Import Catalogue Materials
    • How to Create Catalogue Services
    • How to Add and Manage Inventory Items (Stock)
    • Price Matrices
  • Purchase Ordering and Inventory Picking
    • How to Create Purchase Order Statuses
    • Managing Job Resource Materials
    • How to Create and Send Purchase Orders
    • How to Manage, Edit, and Receive Purchase Orders
    • Picking List and Inventory
    • How to Set Up Minimum Stock Quantities for Purchase Ordering
    • Supplier Integration – Hafele
    • Supplier Integration – Wilson & Bradley
  • Reporting
    • Reports in Jobman
    • Quote Summary Report
  • Job Alerts and Forms
    • How to Create and Use Job Alerts
    • How to Create and Use Job Forms
  • Payroll Set-Up and Time & Attendance
    • How to Set Up Staff Pay Rates
    • How to Log Staff Time and Attendance
    • How to Log Staff Leave, Public Holidays, and Temporary Business Shutdowns
  • CAD/CAM Integration
    • How to Connect Your CAD/CAM Software
    • Cabinet Vision
    • Mozaik
    • Microvellum
    • Winner Flex
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