Do I have to run two systems?

Your team keeps working in the ERP, while Pros use Toolbx to order, pay, and manage their accounts. We'll show which records move for your setup and which tasks stay in the ERP.

What does the switchover take?

We'll scope the work against your ERP and account setup before you commit, including what your team and customers need to do.

Keep the ERP you already run

Your customers order and pay online. Toolbx connects the portal with the ERP your team already uses.

Book a demo

Your ERPYour system of record

Out of your ERP

Products & pricingCustomer accountsInvoices, AR & statementsJobs & job sites

Back into your ERP

PaymentsOrdersQuotes

Where your customers order and pay

ERPs we support

Don’t see yours? Tell us what you run. We’ll confirm what Toolbx can support

What syncs

Portal orders and payments go to your ERP. Account data comes to Toolbx.

The exact records and direction depend on your ERP and how it is set up.

Products & pricing
Your catalog, trade pricing, and stock come from your ERP. A signed-in Pro sees pricing for their account.
Customer accounts
Account details, contacts, and credit terms come from your ERP, keeping online orders tied to the house accounts your team knows.
Invoices, AR & statements
Open invoices, balances, and statements appear in the portal, where customers can see what they owe and pay online.
Jobs & job sites
Jobs and job sites come from your ERP, so a Pro can choose the right job when ordering.
Payments
Card and ACH payments made in the portal post into your ERP against the related invoice.
Orders
Online orders arrive in your ERP on the Pro's account, without anyone retyping them from an email.
Order updates made in the ERP return to the portal.
Quotes
Quotes built in the portal push into your ERP, where your team can turn an accepted quote into an order.
Quote numbers, status, and pricing sync back from your ERP.

Alan Espenschade, Director of Operations at Moscow & Pullman Building Supply. — Alan EspenschadeDirector of Operations, Moscow & Pullman Building Supply

Frequently asked questions

It depends on the ERP and how your system is set up. Choose yours above for the details, or tell us what you run and we'll confirm what Toolbx can support.