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

Create Material

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

1. Go to Start > Settings > Administration > Company Setup > Material and Item Database
2. Select Enter Material and Item
3. Enter values into the Description and other optional fields as desired
4. Select Save Data

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Edit Material

1. Go to Start > Settings > Administration > Company Setup > Material and Item Database
2. Select the Edit pencil  icon on the material
3. Modify the fields as desired
4. Select Save Data

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Delete Material

1. Go to Start > Settings > Administration > Company Setup > Material and Item Database
2. Select the Delete icon next to the desired material
3. Select Yes on the pop-up message

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Import Materials

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:

IMPORTANT NOTES:

• If using Units Per types that are outside of the default options (FT, EA, OZ), add new Units Per types before proceeding to the next step
• Ensure that all Item Numbers are a unique value. The system has the capability to update information such as Item Descriptions and List Prices, so long as the Item Number is already loaded into the system. If the Item Number is duplicated on the file, the last line on the file with that Item Number will be the one loaded into the system.
• When using the eSUB Materials Import Template to load Materials and Items it is important to keep the overall format of the file the same. The tab name must remain ‘Materials’ and the file format must remain Microsoft Excel 97-2003 Worksheet (.xls). If the file presents a ‘Minor Loss of Fidelity’ error when attempting to save, this is expected and fine. Simply select ‘Continue’.

1. Go to Start> Settings > Administration > Company Setup > Material and Item Database > Import Materials and Items
2. Select the project to import the materials to in the Import Only for Project drop-down menu (All Projects is recommended)
3. Press the Choose File button next to ‘Import File Path’
4. Select the import form file and click Open
5. Select Import File

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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 Start > Settings > Administration > Company Setup > Material and Item Database
2. Select Enter Material and Item
3. Enter the material Description and other optional fields as desired
4. Select Save Data

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