How to enter materials
In this module, learn how to enter materials against a project.
Step 1Head to Materials under Time, Materials & Expenses to create a material entry.
We've got two options here:
New Material and New Planned Materials.
Click on New Planned Materials and select a project.
As we planned these two materials in the initial quote for this project, they appear here. Select them to create a material entry and enter the dimensions if applicable.
Tick "Items require purchasing" to add them to the order queue.
You can also enter a New Material that wasn’t planned.
Choose your project, search for the material used, add the quantity and dimensions (if relevant.
Click Purchase Order Required, and save.
Posted: Sun 04 Jun 2023