The Materials & Inventory SetUp Wizard has 6 main components: General, Tracking, Custom Fields, Custom Detail Fields, Purchasing and Kitting.
Costing methods and Purchasing preferences and permissions will be set up in this section based upon Company preferences and decisions made during Implementation.
Material Charge Handling is a new feature which allows optional negative settings when no material is available.
Choose preferred setting: Default option is “Do not allow material charges to a job if none on-hand or available”
TracManager allows for tracking of Materials by Lot.
Reflects Custom Fields set up in Company>Custom Lists Management>Inventory Fields.
Allows further item detail customization
Set Purchasing preferences
This is only used if all materials for a job are to be pulled at once and stored together for a specific Job/Phase.