The video below will guide you through creating Material records for each Product sold by your company. Keep in mind, you need to have the Products & Materials Add On Package, or the Supportworks* Package from improveit 360 to take advantage of these features.
*NOTE: If your company uses SolutionView for quoting, be sure SolutionView is linking to the Product in improveit 360 which has related Material records. See also, Link SolutionView Products to improveit 360 Products (available to Supportworks and Contractor Nation Admins only)
See also: Assigning Sale Items to Projects
See also: Troubleshooting Materials on a Project
During this video we reference a Products and Materials sample spreadsheet. There are two downloadable spreadsheets below for reference, one specific to Flooring products, one specific to Roofing products. Be sure the spreadsheet you use is formatted exactly the same way as the attachments. Notice how the spreadsheet is color-coded, each Product should have multiple Material lines (unless the Product/Material is a 1:1 relationship).