This lesson will show you how to add materials to a job. It will show you first how to add an existing material, then how to add a new material.
Search for an item by typing in the item code or name field
Hit enter or click on it to accept the selection.
The oil filter item has now been added to the job
We will now add an item, that isn't in the system.
Fill in the fields
This item has now been added to your inventory, so you can bring it up by searching on your next job that uses it.
You can add as many items as you need to, either by searching or creating new ones.
- Bulk import materials with a CSV
- When integrated with your accounting package materials will be imported automatically, and will be automatically added to your accounting package.
- Edit existing material costs on a job by job basis, changes will not affect other jobs or the default.