Price Quotes > Add Materials to a Price Quote
- Kye Hush
- Chris Vo
- Nicky Harvey
Materials in WorkBook refer to items or assets that your company owns or has pre-purchased and you want to on-sell to clients across projects, e.g. warehouse storage space or stock image credits.
Material types and material lists (similar to price lists/rate cards) are setup by system administrators and can only then be selected and added to price quotes.
ADD MATERIALS
To add material items to a price quote, go to the material calculation tab
Click create material calculation button to add line items
Select the relevant materials list from the dropdown
Click ok
The page will refresh with a list of default materials and rates according to the selected list
Enter quantities against the materials you would like to add
Once complete, click transfer total amount to price lines icon to copy values across to your main price quote
In the pop-up, complete the following:
Select the price quote from the dropdown list to copy data to
Select insert current material costs
You can then decide how you wish to display your materials, the most common method is:
create material calculations as phases and insert lines as activities (no total)
Click ok
You will be returned to the lines tab of your price quote and the materials will appear according to the method selected
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