improveit 360's Products & Materials Add-On Package allows your team to create Materials related to the Products you sell. Once you've configured the Product template and related Materials, when a Sales Rep sells that Product, Material records will be auto-populated on the Sale.
Your company may sell Products that require different installation processes. Perhaps your Rep sold Windows and Roofing. If you are accustomed to creating multiple projects for one Sale, you'll need to become familiar with Assigning those Products (Sale Items) to each Project. This allows the system to allocate Materials from one Sale to two different Projects. So, the Materials for our Window job are allocated to one Project while the Roofing Materials are allocated to a second Project.
The Product and Materials template record dictates the allocated or "estimated" Quantity. We all know, projects change and sometimes additional Materials are needed. Your Foreman or Installer will indicate the Installed Quantity of each Material, allowing you to report on Estimated Costs versus Actual Costs. This also allows your team to Report on upcoming Installs and look at material forecasting needs for ordering.
The final feature of this Package is automated job costing of Materials. Once the Installed Quantities of all Materials on the Project have been entered, and the Project Status is changed to Completed, improveit 360 will auto-create a Project Cost record with a Type of Materials. This allows your Production team to get a jump start on calculating Profit on each and every job!
See also: Creating Materials on each Product
See also: Assigning Sale Items to Projects
See also: Print a Materials List PDF
See also: Troubleshooting Materials on a Project
NOTE: Products Configurations are NOT part of the Products & Materials Add-On Package. Product Configuration choices will NOT impact Materials, their Quantities, Colors, etc.
NOTE: Material records are NOT related to Purchase Orders in improveit 360. Purchase Orders will pull in Sale Line Items.
Download the attached PDF diagram.