Purpose

The PGT Integration enables direct import of PGT (PGT Windows) order acknowledgements into TRUE, streamlining the process of transferring window and door specifications while maintaining accuracy in purchasing records. This integration helps window and door contractors efficiently manage PGT product orders within their workflow.

Order Acknowledgement Import

Import PGT order acknowledgement PDFs directly into purchase orders

Auto Line Item Creation

Automatically creates PO line items from imported specifications

Pricing Transfer

Import quantities and pricing from PGT order confirmations

Delivery Date Tracking

Capture expected delivery dates from order acknowledgements

Configuration Options

Modify imported data before finalizing purchase orders

Purchasing Integration

Access directly from the POs module for streamlined procurement

Module Access

Access the PGT integration from the Purchasing module

The PGT integration is accessed from the POs module when a purchase order is selected. Use this integration to effortlessly import PGT order acknowledgement line items into your purchase orders.

How to Import PGT Order Acknowledgements

Import PGT order acknowledgement PDFs directly into your purchase orders to automatically create line items with quantities and pricing.

Navigate to the POs module
Open an existing purchase order or create a new one
Switch to Items mode
Click the Gear icon (⚙️)
Select Integrations
Choose PGT
Drag and drop your PGT order acknowledgement PDF into the import area
Review the imported line items
Modify data as needed before finalizing

Supported PGT Files

File Type	Format	What It Contains
Order Acknowledgement	PDF	Complete order confirmation with quantities, pricing, and delivery details

Information Imported from PGT

The following information is extracted from PGT order acknowledgements:

Product descriptions and specifications
Quantities
Pricing
Delivery details
Configuration options

Frequently Asked Questions

Common questions about using PGT integration with TRUE

Setup & Configuration

How do I enable the PGT integration?

Navigate to Company Preferences
Select the Integrations section
Locate PGT and enable the checkbox

Once enabled, the PGT option will appear in the Integrations menu when working with purchase orders.

Where can I access the PGT integration?

The PGT integration is available from the POs module. Open a purchase order, switch to Items mode, click the Gear icon, and select Integrations > PGT.

Import & Data

Can I modify imported data before saving?

Yes, imported data can be modified before finalizing your purchase order. After the import completes, review the line items and make any necessary adjustments to quantities, pricing, or descriptions.

How do I verify a successful import?

After importing, review the purchase order line items to ensure they match the original PGT order acknowledgement. Check quantities, pricing, and product descriptions for accuracy.

Purpose

Module Access

Frequently Asked Questions

Setup & Configuration

Import & Data

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