Purpose
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.
Module Access
Purchasing Module
This import can be found within the “POs” module within a selected Purchase Order. Userd to effortlessly import line items.
Available PGT Files
- Order Acknowledgement (PDF) - Complete order specifications
Common Workflow Questions
How do I enable PGT integration?
- Navigate to Company Preferences
- Select Integrations
- Enable the PGT checkbox
Where can I access PGT import functionality?
- Open the Purchasing module
- Select a purchase order
- Switch to Items mode
- Click the "⚙️" icon
- Select Integrations
- Choose PGT
- Drag and drop supported files
What information is imported from PGT?
- Product specifications
- Order quantities
- Pricing information
- Delivery details
- Configuration options
Can I modify imported PGT data?
Yes, after import the data can be modified within the purchase order
How do I verify successful PGT imports?
- Review the imported items in the purchase order
- Check that quantities and pricing match the original order acknowledgement
- Verify product specifications are complete