The Materials module is the recommended approach for Glazier Studio users. Import your takeoff data to create comprehensive material lists, then generate purchase orders in bulk.

1. Complete your takeoff in Glazier Studio for the job
2. In Glazier Studio, click Export and select the file type you need
3. Save the export file to your computer
4. In TRUE, navigate to View > Materials from your contract or job record
5. Click the Gear icon and select Integrations > Glazier Studio/PartnerPak
6. Drag and drop your Glazier Studio export file into the import area
7. Review the imported materials with measurements and pricing
8. Select the material items by clicking their checkboxes, then use the Procurement batch action and choose New PO to generate purchase orders

Import Glazier Studio files directly into Quotes, Jobs, or Bids for estimating and project setup.

1. Navigate to your Quote, Job, or Bid record in TRUE
2. Select the Items tab or Estimate mode
3. Click the Gear icon
4. Select Integrations > Glazier Studio/PartnerPak
5. Choose the appropriate import file from your computer
6. Review and adjust the imported line items as needed

Create the report from Glazier Studio or PartnerPak in Excel format (PDF is not supported), then drag and drop it into the matching named zone in TRUE. The available file types differ depending on whether you're importing into the Materials module or into Quotes/Jobs/Bids.

Materials Module:

Quotes, Jobs & Bids Modules:

After importing materials from Glazier Studio, you can generate purchase orders directly from the material list without re-entering line items.

1. Navigate to View > Materials from your contract record
2. Select the material items you want to order by clicking their checkboxes
3. Click the Procurement batch action button and choose New PO from the dropdown
4. Select the vendor for the purchase order
5. Configure PO settings including drop ship, tax, and delivery dates
6. Click Send to activate the purchase order

The recommended approach depends on your workflow and what you need to accomplish.

Use Materials Module when:

• You need to generate purchase orders from the takeoff data
• You want to combine materials from multiple projects for bulk ordering
• You have detailed sizing requirements with 50+ line items
• You need to track materials before ordering

Import directly to Quotes/Jobs/Bids when:

• You primarily need the data for estimating purposes
• You want line items to appear on the quote or bid
• You don't need material procurement tracking

The information imported depends on which file type you select in Glazier Studio. Generally, imports include:

• Parts and pieces descriptions
• Measurements and dimensions
• Quantities
• Pricing (if included in the export)
• Fabrication notes and special instructions

Glazier Studio and PartnerPak reports must be created in Excel format — PDF exports are not supported. When exporting, select the report matching the named drop zone in TRUE to ensure the file imports correctly.

Yes. The Materials module allows you to view all active materials across all contracts. You can select items from different projects and combine them into a single bulk purchase order.

1. Navigate to the Materials module
2. Select All Active Materials view
3. Select items from different contracts by clicking their checkboxes
4. Click the Procurement batch action button and choose New PO
5. TRUE creates a single PO with items from multiple contracts while maintaining contract tracking per item

Benefits: Bulk pricing from vendors, reduced number of orders to manage, single delivery for multiple jobs.

When creating a purchase order, check the Drop Ship checkbox to have materials delivered directly to the job site instead of your shop. The shipping address on the PO e-form will automatically change to the job site address from the contract's Options and Setup section.

If you don't see the Glazier Studio/PartnerPak integration option in the gear menu, check the following:

• Ensure you're in the correct module (Materials, Quotes, Jobs, or Bids)
• Navigate to the Items tab or Estimate mode first
• Verify your user account has permissions to access integrations
• Contact your system administrator to confirm the Glazier Studio integration is enabled for your company

Partial imports typically occur when the export file contains items that don't match expected formats or are missing required fields. To resolve:

• Re-export from Glazier Studio using the Glazier Studio integration option
• Verify the export file wasn't modified after creation
• Check that all required fields (description, quantity) have values in the source data
• Try importing a different file type if available (e.g., Glass Cut List vs. Stock Length Usage)