Adding Materials

To add the Materials your business uses, go to Settings/Components/Materials.

1. Click the plus sign to add a new material.

Note: Materials can be used independently on an order or through an assembly.

2. Enter the material's Name.

3. Enter the Name on Documents as you want it to appear to customers.

4. Add this material to any Material Categories you want it associated with which will save you time and give you more flexibility when creating Assemblies later.

Note: You can also add materials to categories under Settings/Components/Component Categories/Associated Materials.

5. Select one Default Line Item Category for this material if needed.

Note: This can be useful when running reports to determine how to spend your budget.

6. Choose whether or not this material will be an option users can select when adding items during order entry.

Example: You can hide a material from this menu so that it is not added to the order twice—once as a material and once as part of an assembly.

Material Properties determine how a material will be consumed, as well as how it's purchased, based on the dimensions and units entered here.

7. Enter the Material Type you’re adding, then fill in all of the applicable dimensions and units.

8. Enter the Quantity in Set or how many items are sold in one set of this material.

Example: A box of 500 business cards has a quantity of 500 in one set.

9. Select the Consumption Unit Type for this material.

Note: The subsequent dropdown menus will change to reflect the type you choose here.

10. Select the Consumption Unit you want to use based on the Consumption Unit Type you chose.

11. Select how or if the material consumed will be rounded up to the next unit.

Example: If you select Round Up to Next 10 and the order will consume 57 sq. ft., the total material consumed will be rounded up to 60 sq. ft.

12. The Minimum Consumption reflects the type you chose and can be used to set the basic amount utilized.

13. Enter the Cost per Consumption Unit you’ve selected.

14. Select the COGS/Expense Account that this material will be billed to.

Note: This will be included when you set up Cost Plus in Assemblies and need to assign an expense account.

15. You can enter a Retail Price per unit to use when a customer wants to only order this material and not the assemblies it may be associated with.

16. Select the Income Account for this material.

17. Select the Taxability Code, which determines the tax rules for this material.

18. Click Save when you're ready to complete this material setup.