Materials

Add

• Go to Costbook - Materials.

• Click the + New Material button to open a new page.

• Enter the following information

  • Details Tab

    • Details:

      • Material Name (required)

      • Spanish - (optional - only visible if Spanish is set as the Alternate Language)

      • Description (optional)

    • Settings:

      • Division: The division that this material would typically belong to. This will affect the pricing displayed on this page. This material can be used on an Estimate in any division.

      • Cost Code: This can be used for grouping (if desired) on Job Management reports.

      • Unit Type: How will this material be measured. Only applicable if Unit Pricing is enabled.

      • Category: Category that this material belongs to.

      • Sales Taxable: Will Sales Tax be applied on this material.

    • Status:

      • You can choose to set this as a Favorite so that when you are adding this to an estimate, you can choose to filter by your favorite materials.

      • Hide on Proposal: The plant will not be displayed on the Proposal even if the specific Plant Type is selected.

      • You can choose to set this as a General Condition, which enables this cost to then be spread across the estimate automatically, so they are evenly distributed across your different work areas.

    • Production Labor:

      • If this material requires labor to install, then you can choose a Labor Type which will then give you options to input how many hours it would take to install this material.  You can choose a Labor Type from the drop down then you can enter the following:

      • Hours/Plant: How long it takes to install the Material measured in hours.

      • Round to (Hrs.): The precision on how to round the hours.

  • Items Tab:

    • The Items tab allows you to enter materials that may have a different supplier and price, the item entry is outlined below:

    • At the top of the items screen you will be able to change the default Purchasing Tax, Warranty %, Overhead Markup %,Override and set the Profit Margin or set the Material to be Fixed Price, each is explained below:

      • The Purchasing tax will be set based on the Division that was set in the Details tab, but you can change this by choosing a different tax from the dropdown.

      • The Warranty percentage is used to calculate the added expense of replacement cost of warranty items, you can type in a new value from the default if the Warranty % is higher or lower for this item.

      • The Overhead percentage is set based on the Division setting and cannot be overridden, this ensure the full overhead amount is recovered based on the division setting.

      • The default Profit Margin is set based on the Division setting but can be overridden by clicking the Override checkbox then entering a new percentage.

      • You can override the price by clicking on the Use Fixed Price checkbox and entering a price manually.

    • Once you have kept or changed the default settings for the item, you can now enter the details for each Material:

      • You can set whether the item will be Active or not by checking or un-checking the Active box

      • Entering a SKU for the Material is helpful when you are updating the cost for the next year, but this is optional.

      • You can choose a Supplier from the drop down list, if your Supplier is not listed you can enter a new Supplier, further details is located in the Create a Supplier area.

      • Enter a Unit Cost, the system will automatically calculate the Unit Price using the Overhead and Profit to the unit cost to calculate the unit price.

    • Click the  to add another Material that could be from a different supplier, or which has a different cost, for more details see the Add Multiple Suppliers for a Material section below.

• Click the Save and Close button to save the Material to the Costbook or Cancel if you would like to discard the entry.