Materials

💡These articles explain material records, Material Categories, locations, units and settings, the Materials Price Manager, the Online Library, checklists and signage.

Articles#

• Checklists: Describes the category checklists that check required Material fields are filled in.
• Checklists Tutorial: Shows how to show the checklist results on the materials list, update several checklists at once and fix checklist failures on a material.
• Creating and Editing Materials Tutorial: Shows how to create and edit Materials and Material Categories.
• Material Categories: Describes how to create and edit Material Categories and Subcategories for reporting.
• Material Locations: Describes the Inventory Locations that mark a material as an inventory item.
• Material Summary: Describes the Material Summary, which shows a Material's setup details and a summary of its transactions.
• Materials Edit View: Describes the tabs, fields and buttons used to set up a material.
• Materials List View: Describes the materials list, its filters and the actions available from it.
• Materials Price Manager: Describes the Materials Price Manager, which updates Material prices in batches.
• Materials Price Manager Tutorial: Shows how to use the Materials Price Manager to update prices in batches.
• Materials Settings: Lists the user and general settings required to use Materials.
• Online Library: Describes how to import standard Materials and prices from the Online Library.
• Online Library Tutorial: Shows how to import Materials and prices from the Online Library.
• Signage: Describes the Signage view, which compares Signage Estimate prices with Material selling prices.
• Units: Describes Material units, the Base Unit and the conversion quantities used for buying and selling.