Overview
Materials represent the colours and finishes available for a product, such as Plain, Stainless Steel, or Colorbond. Assigning a material to a product creates a dedicated tab in that product's pricing table, allowing users to set different rates for each finish without duplicating the product itself. This keeps the catalogue lean and quoting consistent across jobs.
👥 Access Permissions
Only users with access to Products can add or edit them. Review user roles before commencing.
📍Location in the app
Products > Materials
Key Feature
Search Materials
The search field locates a material by name, providing quick access to edit, duplicate, or archive any item in the list.
📝 Note
Search supports partial matches. Typing "color" returns "Colorbond".
Show Archived Materials
Ticking the Show Archived Materials checkbox includes archived items in the list, keeping historical materials accessible for reference or reactivation.
📝 Note
Materials can only be archived, not deleted, preserving any historical pricing data attached to them.
Add Materials
New materials can be added from scratch or created by duplicating an existing material.
Not sold in colours
Used for materials with a single price point, such as raw stock or finishing services that have no colour variants.
Select
Add material.Enter a Material name.
Tick
Not sold in colours.
Select
Save.
Sold in colours/finishes
Used for materials offered in multiple colour variants, where each colour can carry its own price.
Select
Add material.Enter a Material name.
Add each colour or finish under Colours / Finishes, pressing
Enterafter each one to add it to the list.
Select
Save.
Duplicate Materials
Duplication speeds up setup when a new material shares most properties with an existing one.
Open the other options menu next to the material
Select
Duplicate.
📝 Note
Duplicated materials appear in the list as "Copy of [material name]" and are sorted alphabetically.
Archive Materials
Archiving removes a material from active use while preserving its history and any pricing data attached to it.
Open other options menu next to the material.
Select
Archive.
Archived materials remain accessible via the Show Archived Materials checkbox.