Add New Client Defined Materials

Use the Material Types submodule to add new client defined materials.

To use the Material Types submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To add a new client defined material:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company to which you want to add a new client defined material
3. In the left pane of the Settings screen, click Price Lists & Activities > Material Types.
4. Click the Client Defined Material Price List tab and in the middle pane, highlight the client defined material price list that you want to add a new material to.
5. On the toolbar of the right pane, click Add new material group .
6. In the Select Materials to Add dialog box, select at least one material from the drop-down list and click OK.
7. You can edit the different fields by double-clicking on them.