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Materials

Overview

Materials optionally define the Company's standard items ordered via Purchase Orders. Material data will populate when user begins to enter the material name or number on a purchase order.

  • Material lists may be imported or added individually
  • To add a material using a non-default Units Per type, users must add the new Units Per type prior to adding the material
  • Materials that have been used may not be deleted
  • Each Material must have a unique Item Number
Table of Contents

Create Material

Materials added in this manner will be available for All Projects.

  1. Select the eSUB (e) icon
  2. Go to Navigate > Administration > Company Setup > Material Database
  3. Select Enter Material
  4. Enter the material Description and other optional fields as desired
  5. Select Sava Data

Edit Material

  1. Go to Navigate > Administration > Company Setup > Material Database
  2. Select the Edit (pencil) icon on the material
  3. Modify the fields as desired
  4. Select Save Data

Delete Material

  1. Go to Navigate > Administration > Company Setup > Material Database
  2. Select the Delete (X) icon on the material
  3. Select Yes on the pop-up message

Import Materials

NOTE: To avoid complications, it is recommended that users download and complete the materials import form and send to eSUB Support (support@esub.com) for assistance
  1. Download and fill out the Materials Import form
  2. Email the Materials Import form to support@esub.com
  3. User will be notified via email as soon as the material data is imported to the account

To go against recommendation and manually import materials, follow the steps below:

  1. If using Units Per types that are outside of the default options, add new Units Per types before proceeding to the next step
  2. Ensure that all Item Numbers are a unique value
  3. Go to Navigate > Administration > Company Setup > Import Materials
  4. Select the project(s) to import the materials to in the Project drop-down menu (All Projects is recommended)
  5. Select Browse
  6. Select the import form and click Open
  7. Select Upload

Add Material to a Specific Project

Materials added in this manner will only be available for use on the specified project. Materials cannot be moved in between projects after they have been created.

Select the project, then:

  1. Go to Navigate > Administration > Company Setup > Material Database
  2. Select Enter Material
  3. Enter the material Description and other optional fields as desired
  4. Select Sava Data

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