Here are a few of the key take-aways about the Products & Materials Add-on Package:
- Natively, the Add-on Package does NOT include a Roll-Up Summary of the Estimated Materials Costs, this is created during the configuration of the package.
- Related List Custom Settings must be created, and Related Lists must be configured with the appropriate Fields and Buttons (the installed package does not configure any of this OOB).
- Custom Report Types have not been built in the Package. Clients will likely want to report on Materials using a “Projects with Materials" or "Sales with Materials" Report Type. The creation of these Report Types is also included in the Configuration steps for this package.
- Pricing for this Add-On Package is $1200 and includes one (1) load of Product and Materials records. The client must format their spreadsheet exactly matching the one attached.
See also, Products & Materials Add-On Package Configuration