Assign Stock Item : This tab features all materials listed in your Nett Pricing Table
Assign Adhoc Item: Here you can enter a single free text item.
Upload Adhoc Items: Download our template to add items multiple items that are assigned specifically for this job. Items added this way will NOT be included in your pricing tables.
Complete the following steps to add Stock materials to your Task.
A Show entries: Change the view settings to Show 5, 10, 20, 50, 100 or All entries.
B Search: Click in the Search field and enter search criteria to find a particular material from within the Material Table.
C Material Table: Material code, description, UOM and quantity to be assigned.
D Page Navigation: Click move through material pages.
E Add to Task & Cancel buttons: Click as appropriate.
Contained in this table is:
| Field Name|
Unique code for this material
Unit of measure for this material
Enter a quantity to of material to be assigned
Adding a Stock Material and Booking it to the task will show this cost within the Purchases category in your Job Financials
Assign Adhoc Item
Complete the following steps to assign an adhoc item.
1 Warning Bar: Materials only can be added this way. Should you wish to add an Equipment item it must be added from within the Nett Cost pricing table.
2 Date of Use: Mandatory * Click in field to open calendar. Select the date this material was used. Default is today.
3 Supplier: Select Supplier from dropdown or click on Add Supplier hyperlink to create new.
4 Name: Mandatory * Free text field to add name/description of material.
5 Code: Text field to assign company code ie part number.
6 Unit of Measure (UOM): Mandatory * Text field for unit of measure ie Length, m, each, roll etc.
7 Net Cost: Mandatory * Enter the purchase price for this item.
8 Billable Price: Mandatory * Enter the value this item is to be sold for. If this material is not being on sold enter $0.00.
9 Charge/Frequency Type: Mandatory * Select from dropdown how this item be charged.
10 Quantity Used: Mandatory * Enter quantity used on this Task.
11 Staff Reimbursement: Is this cost to be reimbursed? If so, to whom. Select name from dropdown.
12 Add to Material List: Tick to have this material automatically loading into your Nett Costs table as Active. This item will also appear in your Base Pricing Table with the billable price, but will be marked as Inactive.
Once you have added your materials your Materials table will populate.