Material Entry

Material Entry

Material Entry (or Batch Material Entry)

Select Input, Material.

The date and job number are already entered for you. If you do not need to change these just enter over them. The cursor will move to the code field and the Find button will be enabled.

There are many ways to use the code field.

In the first line we will assume that you know the code of the item you want. Enter ‘15’. The system opens the price file, finds the information stored there for a ‘15’, then you select OK. Enters the description, cost rate and sell rate for you. The cursor moves to the quantity field. Enter the quantity. You now have the opportunity of changing the cost rate or sell rate if you wish. Generally just enter over these fields.


In the second line we will assume that you can remember that the code for a mounting block starts with ‘499’ but can’t remember the exact code. In the code field type in ‘499’ and then click on the Find button.

The price file is displayed and the cursor is at the first code that satisfies the part code you entered.  You can now navigate this screen until you have the item you want highlighted.  Now double click the code or click the OK button.  The code, description, cost rate and sell rate are returned to the material screen

In the next line we will assume that you have an item to enter that is not in the price file. In the code field enter ‘SUNDRIES’ press the "tab" key to go to the description field. The cursor moves to the description field. This allows you to enter ad-hoc items and enter you own cost and sell rates.

If you are following the Do & Charge Tutorial stream, jump to Tutorial 12, Invoicing

Batch Material Entry

Same process as entering Material to an individual job, with the exception of adding the Job number first before adding the material.

You can make changes to any line just by clicking on the selected line and adjusting. To make adjustments to a closed job (Greyed out line) you need to click on "Open Jobs for Editing" first then continue.




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