How to add products and materials

Topic

Your products and materials list is the catalogue you pull from when quoting and adding parts to jobs. Each item has a code, price, unit and stock settings.

Instructions

1. 1
   Go to Inventory → Products & Materials and click New part.

   Give it a code and name your team will recognise.

2. 2
   Set the unit, cost and sell price.

   These are used when the part is quoted or added to a job.

3. 3
   Set the safe stock level.

   When on-hand stock drops below this, the part is flagged for reordering.

4. 4
   Assign a preferred supplier (optional).

   This pre-fills the supplier when you raise a purchase order for the part.

5. 5
   Save.

   The part is now available across quotes, jobs and purchase orders.

Additional Information