Materials are components used to make products.Together with labor and machines, they are used to create assemblies. The system comes preloaded with some basic materials, however materials can be added directly.
Note: It is recommended to clone an existing material that is similar instead of adding new materials. For more information go to Cloning a Material.
Creating New Materials
Navigate to Settings / Components / Materials.
1. Select the Green Plus icon.
2. Click on the Material Details tab.
3. Enabling Vendor Catalog Items and Variants is for vendor catalogs and viewing lowest to highest cost. This is limited by the program package and by default is Disabled. Contact Sales at Sales@corebridge.net for more information on packages.
4. Enter the information about the material in the Materials Details section.
Note: All fields with a red asterisk are required fields in order to save the material. Additional information will be needed for the material to be used in assemblies.
a. Upload Images of the material.
b. Name - This is the part name, it is recommended to start with the type of material then physical attributes, such as thickness, color, and sizes, as this will be listed in your material list using this name.
c. Internal SKU - A unique Stock Keeping Unit used for internal inventory and tracking purposes if available.
d. Name on Documents - This pertains to how this material will display on customer facing documents such as estimates and invoices.
e. Description - This is a broader description of this material for internal purposes.
f. Material Category - Categories help to organize the materials in the system. This list can be managed by clicking on Manage Material Categories in the dropdown if more categories are needed. For more information go
to Managing Material Categories.
g. Default Line Item Category - This is an optional field used to organize components into common areas for better sorting and reporting options internally. Default Line Item Category can be managed in Settings / Sales / Line Item Categories.
h. If this material is not readily available or special order and requires a lead time, enter the days. This will alter the production due date on the order.
i. This material can be hidden from searches during order entry if this is a material that is special order or not something that is typically used.
5. Material Properties are physical attributes of the material that will be used for layout, stocking units and calculations. Enter the information where applicable for this material.
a. Material Type, such as Roll, Sheet, or Other.
b. Width and Unit.
c. Height and Unit.
d. Thickness/Depth and Unit.
e. Weight and Unit.
f. Volume (Liquid) and Unit.
g. Color and Finish.
h. Qty in Set
Example: A box of 500 business cards has a quantity of 500 in one set.
6. Material Consumption is how the material is consumed, rounded for usage, and scrap calculations.
a. Consumption Unit Type - By Area, Length, Discrete, or Countable Units.
b. Consumption Units - This is how this material will be consumed in production.
c. Round Up To - To the Next 10, Next Whole, or No Rounding.
d. Minimum Consumption in Each - Enter 0 unless a minimum amount of this material is used regardless of what the assembly calls for. such as .25 of a sheet, or feet off a roll every time.
7. Cost of the material and how it will be accounted for.
a. Cost Per Each - This is the cost of the material used for costing out the job and for accounting.
Note: In cost based pricing, this will be marked up for pricing.
b. COGS/Expense Account - This is where the material cost will be accounted for, either in Cost of Goods Sold or the material will be expensed.
8. Price of the material in market based pricing, that is, charging a price per for this material and how the income will be accounted for.
a. Retail Price Per Each - This is the price of the material used for pricing out this job.
Note: In a costing pricing structure, that is, marking up cost this field does not need to entered.
b. Income Account - The income account when this material is sold.
c. Taxability Code - Goods, Service, or Tax Exempt material.
9. Custom Fields can be created by going to Settings / Custom Fields / Material Details for Quick Custom Fields.
Note: Reach out to Sales@corebridge.net for packages including Custom Fields.
10. Click Save and Continue.
Note: Files and Notes can be added on the main material screen on the tabs next to the Material Details tab