The video below will guide you through Assigning Sale Items and their related Material records to a Project. 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.
See also: Creating Materials on each Product
See also: Enter Installed Qty of Materials after Installation
See also: Troubleshooting Materials on a Project
NOTE: An added feature to the Supportworks and Products and Materials package in 2021, it is no longer a requirement that all Sale Items be assigned to a Project.
- Users assigning Sale Items are no longer required to select a Project for all Sale Items. Use case is if discounts, or specific sale items are not being Installed, or do not need to be added to the Project.
- In the Select Project dropdown menu, Users can now select None. See also: Supportworks 2021 Release Notes (available to Supportworks and Contractor Nation Admins only).
*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)