New Materials can be created from the QUICK INVOICE, JOBS or ESTIMATES detail screens.
New Materials can be created while entering details of a Quick Invoice, Job or Estimate.
Only Admins are able to edit or delete a Material from the Master List (through their More menu). This is why we suggest Admins create any popular and widely-used Materials to the Master List, so Employees can simply select it rather than creating a new one.
From the QUICK INVOICE (button on Home), JOBS (clipboard icon) or ESTIMATES (calculator icon) screens:
- Select or Create a QUICK INVOICE, JOB or ESTIMATE.
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Select MATERIALS in the "Line Items" section.
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Click the green Add New button at the bottom of the page.
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Enter the name of the Material.
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Enter description of that Material - optional.
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Enter pricing (quantity and unit price) for the Material.
- Choose whether the Material is taxable or non-taxable.
- Switch the toggle for "Save to materials list" to ON, if you'd like to save it to the Master List for the entire Company to use in the future.
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Select "SAVE" at the top right.
