When a (new) project is created and at least a date is filled in, materials and material groups can be added in the "Materials" tab.
To add materials to your project, open the "Materials" module. You can search for items by typing in their names, codes or by selecting them from the folders. More information on adding materials to your database.
Searching for name
If you have found the item/set/case, select it, enter the number you would like to add and click on "Add". Instead of pressing "Add"you can also use the Enter key to add the article or simply double-click on it to only add one unit.
Searching for codes
Searching for code is done by filling in the item's code and clicking on the arrow next to the field or by pressing enter.
Searching in folders
Material items can be directly selected from folders as well. In the column on the left side the folders can be found. If the item is found in the folder the item can be added by double clicking on the item or by adding a quantity and pressing "Add material".
As soon as you start adding materials a new group will automatically be created.This group has the factor 1 by default. Depending on the project type you have selected the group name will automatically be adapted from what "standard material group" name you have chosen in the administrator panel. Within a project you can create different groups to sort your materials properly. Therefore you can for example create a single group for materials you need for the projects but won't include in the bill. To create a new group select "New Group". You can choose between two different time periods, the "Planning period" and the "Usage period".
Planning period: This is the time period in which the equipment is reserved in the system. During this time the equipment is not available and can therefore not be used.
Usage period: This is the time period your customers will be able to see and which will also be displayed on the invoice.
If you select "
In the definition you can enter what you deliver. This does not only include the type of materials you will deliver but for example the light show as well. If you want to create a group of materials that are need but should not be displayed on the bill (e.g ladder) you can deselect the option "in price calculation". By doing this the group will not be taken account on the bill.
Properties of materials
Remark: The remark is additional information about the material that will be displayed on the packing list and on the quotation.
Option: Selecting yes here means that the item will not yet be included in the price calculation. Your client will then have an overview on the quotation where possible costs are mentioned. You can also create a new group that only includes optional materials.
Factor: The standard factor will be taken from settings in the administrator panel. Nevertheless you can adjust it for every item individually. The change in factor only accounts for this project.
If an item is not available at the time of the project it is marked red in the list of materials.
You can easily check which of the items are already being used at that moment by selecting the desired materials and clicking on "Check availability".
In there lower part a timeline will then appear which provides an overview of the items' availabilities. By scrolling you can zoom in or out.
Sets can be uniquely changed for a project. this means that set will only be changed for this specific project but will stay the same in the database. Therefore it does not change in other projects. To change a set select it and click on "Edit" or double-click on . You can change the number of items in the set or add new ones to it. This can be done by double-clicking on the item that should be added or by selecting the item and clicking on "Add". Keep in mind that the set's editing window still needs to be open during these actions.