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.
Select MATERIALS in the "Line Items" section.
Click the (+) sign at the top right.
Enter the name of the Material.
Enter description of that Material - optional.
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.
Select "SAVE" at the top right.