This section assumes that you have completed the integration and imported your materials from Cabinet Vision, a spreadsheet or QuickBooks.
Familiarize yourself with the navigation and detail material records
Material items are consumed and purchased by a unit of measure such as Each, Pair, LF, Roll etc.
Set up your units of measure by creating names units of measure and a conversion multiplier to convert from one to another.
Material items appear in the job budget with a designation of ‘M’ in the type column.
When you bring materials into a budget and the final material choice has not yet been made, you can bring in a “place holder” type of material so that the quantity and basic information is there and ready to be changed to the final choice. Place holder materials appear highlighted in the material budget.
Replace the placeholder items before final Material Release.