Creating Materials

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{Ellery Curran}
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  1. Click the Accounting tab and navigate to the Materials feature.

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  1. Click the blue Add Materials button at the top right corner of the page.

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  1. Enter the Name of the material you are creating and select the category the material belongs in from Amenity, Building Equipment, Electrical, Elevators & Lifts etc.

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  1. You can choose to enter Manufacturer, Part Number, Inventory Number and SKU. These are optional.
  2. Select a Currency and enter the Cost of the material. 

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  1. If you would like to add a markup for the material, select the $ or % button to create either fixed amount markup or percentage markup.Then enter the amount of percentage you want as a markup. This is optional.  

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  1. If you would like to add a charge code for the material, click the down bar to select a pre-existing charge code from your account. This is optional.

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  1. If you would like to choose a PM organization for the material, click the down bar to select to choose a PM organization from your account. This is optional. 

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  1. When finished, click the blue Save button on the bottom of the page to add the material.

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