We've improved the Add Material experience by allowing users to choose whether a new material should be saved as a Cost or Price item during creation. Previously, all newly created materials had to be updated afterward because this option was not available on the Add Material screen, adding unnecessary extra steps to the workflow. With this enhancement, users can make the correct selection upfront, reducing manual edits and making material setup more efficient. This improvement is available in both the Manage Install Materials page and the Installation Details page, providing a consistent experience across ESM material management.

Adding Materials from Manage Install Materials Page:

1. Go to Settings

2. Under ESM Setup, click on Installation Details

3. Click on Add Material button

4. Enter in the details

5. Save

Adding Materials from Manage Install Materials Page:

1. Go to Settings

2. Under ESM Equipment, click on Manage Install Materials

3. Find a System Type or Individual Equipment Type then click to Expand

4. Click Add Material

5. Click Add New Material

6. Enter in the details

7. Save

Screenshots

Adding Materials from Manage Install Materials Page

 

 

 

 

Adding Materials from Manage Install Materials Page