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. It is downloadable below. This spreadsheet is formatted with multiple lines of Material records corresponding to one Product. Be sure the spreadsheet you use is formatted exactly the same way as the attachment.