How to Configure Material Options and Pricing

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Overview

Material options let you dial in the pricing of a line item's materials cost in more detail than the generic pricing per unit of measure. Configuring these options also helps ensure your materials list reflects exactly the materials you want to order, including supplier, purchase method, and wastage.

Before You Begin

• Identify the line item whose material pricing you want to configure in more detail.

1. Click the cube icon on the line item.
2. Click into Unit Pricing.
3. Locate the Materials Cost section.
4. Click the plus icon for Materials Option.
5. Review the available options, which can include:

• Supplier
• How you purchase the product
• Wastage percentage
• Base materials cost
• Minimum materials cost
• Item price
• Item weight (if needed)

6. Set the values for any of these options you want to use.

Once configured, these options refine the pricing of the line item's materials cost beyond the generic per-unit pricing, and help ensure the materials list reflects exactly what you want to order.

Tips & Best Practices

• Only Use What You Need: These options are all optional -- use whichever ones help you dial in pricing or ordering for that particular material.
• Think About Ordering: Setting supplier and purchase details accurately makes it easier when you go to order materials later.

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Why This Matters

• Lets you set more detailed materials pricing than the generic per-unit-of-measure cost.
• Helps ensure your materials list reflects exactly the materials you intend to order.

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Summary

Configuring material options lets you refine a line item's materials pricing -- including supplier, purchase method, wastage, base and minimum materials cost, item price, and item weight -- by clicking the line item's cube icon, opening Unit Pricing, and adding a Materials Option under Materials Cost.