Reece maX setup

Before you start

1. You need an active Reece Trade account.
2. You need a Reece maX profile for that account.
3. You must be the AllQuote business owner to connect or disconnect Reece.
4. Use the same Reece account whose prices, branch quotes and invoices you want AllQuote to read.

Connect Reece maX

1. Open Business Settings, then Connections, then Reece maX.
2. Choose Link Reece maX.
3. Reece opens an account-selection page. Sign in and select the Reece customer account to link.
4. When Reece sends you back to AllQuote, the page should show connected account details and the home branch.

AllQuote uses the Reece partner API credentials for the app connection, then each tradie links their own Reece Trade/maX account. If no Reece account is linked, Reece catalogue, pricing, quote, invoice and ordering features stay locked.

Sync pricing

1. On the Reece maX page, choose Generate latest file if Reece is still preparing the current file.
2. Choose Sync price file.
3. AllQuote stores your account buy costs in your price book as Reece supplier rows.
4. Future quotes use your Reece price-booked costs before falling back to AllQuote seed pricing.

AllQuote also refreshes linked Reece price books every Monday at 03:00 fixed AEST (UTC+10), after Reece's Sunday-night price update. Reece pricing is stored per AllQuote business and is not shared across customers or sent through public webhooks.

Use Reece branch quotes

1. On the Reece maX page, load Branch quotes for the date range you need.
2. Choose Create PO beside a quote.
3. AllQuote creates a purchase order with the Reece quote lines, product numbers, quantities and prices.
4. Open the PO to preview, check, or submit the order when your account allows it.

Invoices and daily sync

1. Choose Enable daily invoice sync on the Reece maX page.
2. AllQuote pulls Reece invoices daily at 02:00 fixed AEST (UTC+10), aligned to Reece's server-side invoice batch.
3. Use Run invoice sync now when you want to test the connection immediately.
4. You can also load invoice headers by date range and open the Reece invoice PDF from AllQuote.
5. Choose Sync to accounting only if you want AllQuote to create draft supplier bills and supported draft supplier credits in your active Xero, QuickBooks or MYOB connection.

Accounting sync is separate from invoice visibility. Leave it off if your Reece account already syncs documents directly into Xero, so the same supplier document is not posted twice.

Supplier credits are created as drafts for review and manual application in the accounting package. MYOB supplier credits stay flagged for review until its debit/refund mapping is confirmed.

Ordering safety

1. Preview Reece order checks price/cartage without placing an order.
2. Check order validates the order payload with Reece.
3. Submit live order places the real order and asks for confirmation first. It stays disabled unless live Reece orders are explicitly enabled.
4. Cash-account testing still uses the tradie's own linked Reece Trade/maX account. AllQuote does not fall back to a shared customer account.