ASSIGN JOB RAW MATERIALS
Building your list of materials for a job from items in Stock and Availability Charts ready for purchasing is done through Raw Materials. This can be accessed in within each Job under the Raw Materials tab.
Items can be added to the job’s raw material section in two ways;
- By clicking
and using the filters search bar as outlined below. - Importing is a .CSV file generated from a materials report by your CAD software (Note: product codes referenced MUST be the same in both software).
When searching for Availability Chart items in the raw materials tab, the following fields are available for you to define what you are looking for. If the product code is not known, it is helpful to define the following:
- Stock Type
- Brand
- Finish
Double click on any result in the two windows will fill in the remaining blank fields. Always check the length, width, thickness and the quantity required are correct. Be sure that the supplier field is filled in for an Availability Chart item. This will assist in purchase orders being created easily.
Note: It is also possible to add a material to the order that does not exist in the Availability Chart as there is an option to order the item and then have it added to the Availability by Jobman. To do this simply select the pre-defined fields for Stock Type, Brand, Product Code, Price, Rate Type and Supplier and click OK.
Changing the source of a raw material
You can change the source of a raw material by opening that raw material and then double clicking on the appropriate line.
Note: Once the items have been assigned to the job’s raw materials, the quantity will be locked for the items listed with the source type of Purchase Order cannot be changed as Jobman will assume that it has been ordered from the supplier. However, stock items can still have the quantity amended in the job raw material tab.
Raw Material CSV.File import
Note: You may have to speak with your CAD software support to configure the materials report to save as a csv.file, and have your products listed with the required product codes to match what you have populated in Jobman’s Availability Chart items.1. Click on the Raw Materials tab in the job, click the Import button, select the import type available from the drop-down tab options.
Note: Current supported CSV.file imports are for Cabinet Vision, Cab Master, Go Cabinets, Microvellum, and Mozaik. If your CAD software is not listed as an option, you can use the Jobman CSV option. You will need to copy & paste the required data over from your materials report into the Raw Materials Template .csv and save it prior to the upload. If you use Cabinet Vision and have the CV integration setup with Jobman, click here to learn more about the Sync Back Pro and CSV materials import: Cabinet Vision/Sync Back
