SRS/Roof Hub Integration Setup
Requirements
1. You will need an SRS invoice to add a supplier, as it contains the account number, invoice number, invoice date, and invoice amount that you will need to enter.
2. Click on the user menu on the upper right, and from the drop-down, select “GiddyUp Setup.”
On the left hand side, select “Suppliers” from the menu.
To add a new supplier, click “+ Add Supplier” on the right hand side.
For email only suppliers, you can enter the name, account number, and website. Once this information is added, you can click the green plus icon to add branches. This will open a new window where you can enter the branch name, email address for inbound orders, address, and phone number. You can add any relevant notes for this branch as well.
For Electronic Suppliers, you will see the list of suppliers displayed by their logo. Clicking a supplier will take you to a configuration screen. This is where you will need your SRS invoice to enter account and invoice number, invoice date, and invoice amount.
3. Entering this information will locate a match in the SRS system and link the account instantly.