Material
Materials are tangible goods that are purchased, resold, allocated to or consumed on a Job. The easiest way to determine if something is a material is to think of materials as a quantity of item multiplied by costs.
Example : 1 Bag of bolts bought @ $3.50/bag
This table shows your Material Base Rate and Default Sell rate for each item. A Materials Net Cost is set by each and its Billable Rate is by no charge, each, once, hourly, daily, weekly or monthly.
Materials can not be planned or scheduled within QicWorks Job Schedule unless they are entered as a Job Milestone.
Materials can be created from within the Net Cost Table, added from Task and Shift Reports via Ad hoc materials.
Materials can be created from within the Net Cost Table, added from Task and Shift Reports via Ad hoc materials.
Navigation
Click on Business from the main menu, then click on Settings . From the Financial Settings menu click on Cost Management . Then click on Materials from the Type menu.
Click on Business from the main menu, then click on Settings . From the Financial Settings menu click on Cost Management . Then click on Materials from the Type menu.
Materials Management Table
Manage all your Materials from within the Classification Management table.
A Navigation Breadcrumbs: Click on hyperlinks to jump to that screen
B Page Toggle Width: Click to increase or decrease the page width
C Net Costs Menu: Click View Table to view your Net Cost Table
D Billing Costs Menu: Click View Tables to view all your Pricing Tables
E Types Menu: Click to select from Classifications, Resources or Material Management tables
F Show entries : Change the view settings to Show 5, 10, 20, 50, 100 or All entries
G Search: Click in the Search field and enter search criteria to find data from within the Classifications Management Table
H Materials Table: Overview of Material details
Contained in this table is:
Material Table
Field Name
Function
Description
Description of Material
Frequency
Rate this material is billed at
Supplier
Supplier of Material
Code
Internal part number. Use to help prepopulate description in purchase orders and expenses.
Status
Status of this Classification Active/Not Active
Controls
Choose from Edit or Delete this Classification
Manage all your Materials from within the Classification Management table.
E Types Menu: Click to select from Classifications, Resources or Material Management tables
F Show entries : Change the view settings to Show 5, 10, 20, 50, 100 or All entries
G Search: Click in the Search field and enter search criteria to find data from within the Classifications Management Table
H Materials Table: Overview of Material details
Contained in this table is:
| Material Table | |
| Field Name | Function |
| Description | Description of Material |
| Frequency | Rate this material is billed at |
| Supplier | Supplier of Material |
Code | Internal part number. Use to help prepopulate description in purchase orders and expenses. |
Status | Status of this Classification Active/Not Active |
| Controls | Choose from Edit or Delete this Classification |
Editing a Material
1. Click on the Material name or pencil edit icon under Control.
2. Supplier: Use the dropdown to select Supplier of this material
3 . Name: Mandatory * Name of Material.
4. Code: Internal part number used to help prepopulate material name in purchase orders and expenses
5. Unit of Measure (UOM): Mandatory * how this material is bought ie metre, bag, lot
6 . Status: Toggle between Active/Inactive
7. Save & Cancel buttons
Don't foget to click Save to save any changes made
Not sure what assigned or booked materials are see: What is the difference between assigned and booked materials? see:For more information on how to assign a Staff member a classification see: Staff
Want to change a Resource's classification? See: Can I change the classification of a Resource to suit a job?
For more information about how to create a Classification see: Net Cost Table
1. Click on the Material name or pencil edit icon under Control.
2. Supplier: Use the dropdown to select Supplier of this material
3 . Name: Mandatory * Name of Material.
4. Code: Internal part number used to help prepopulate material name in purchase orders and expenses
5. Unit of Measure (UOM): Mandatory * how this material is bought ie metre, bag, lot
6 . Status: Toggle between Active/Inactive
7. Save & Cancel buttons
Don't foget to click Save to save any changes made
Not sure what assigned or booked materials are see: What is the difference between assigned and booked materials? see:
For more information on how to assign a Staff member a classification see: Staff
Want to change a Resource's classification? See: Can I change the classification of a Resource to suit a job?
For more information about how to create a Classification see: Net Cost Table
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