What is the difference between assigned and booked materials?

What is the difference between assigned and booked materials?

Problem

What is the difference between assigned and booked materials?


Solution 

QicWorks allows users to Assign and/or Book materials to their jobs.


Assigned - is allocating materials to a job without committing their costs.
                  Think of this as you have picked all the materials you need for this job and they are sitting on a pallet in your laydown yard.

Booked - is used when you 'physically' use the materials and want to commit the cost to your job.
                  You can book assigned materials ie 5 tins of paint are assigned and you booked (or used) 2 tins on Monday.

Materials can be assigned to a Task either within a Task Template or on Task creation/edit mode, where as materials are booked via a shift report (created in the webserver or the companion app) or by clicking Book Material from the Actions Menu when in overview mode for that specific Task.

Assigning Materials

Click on the Assign Materials button when in creation or edit mode for your specific task.



Here you will be able to enter your assigned material details. Click the applicable tab to enter.


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.

Booked Materials

Materials can be booked using the Book Material menu item when your are in view mode of your specific Task.


Or from within a Shift Report - Click on Add Materials button to add.


Here you will be able to enter your assigned material details. Click the applicable tab to enter.


Select from Assigned Material: Matches the volume booked against the volume assigned.
Select from Stock Material:  This tab features all materials listed in your Nett Pricing Table
Add New Material:   Here you can enter a single free text item. You can also elect to add this new material to your Nett Cost and the Billable Price table assigned to this Job/Task.


For more information about what is a Material see: Material
To add materials to your Tasks see: Action: Add Material to Task



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