Remove Client Defined Materials

Use the Material Types submodule to remove 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 remove a 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 from which you want to remove a 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 with the material that you want to remove.
  5. In the right pane, highlight the material that you want to remove and click Remove selected material group .
    Note: There is no confirmation dialog box for this action. WorkBook removes the client defined material at once.