Set Up Materials

Overview

Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > System Setup > Materials to start setting up pricing tiers. You can also set up units of measurement.

Pricing tiers

Pricing tiers allow you to create numerous markup rates including both flat rate and tiered markup options. These pricing tiers can be applied to catalogue items, catalogue groups and subgroups, customers, contracts, quotes, and jobs.

Pricing tiers set at certain levels override pricing tiers set at other levels. For example, the pricing tier set for a job overrides the pricing tier set as a default in System Setup.

Learn more in How to Set Up Pricing Tiers.

Units of measurement

Use units of measurement to manage quantities of items.

For example, you may have an item that you buy from your suppliers in bulk, but sell to your customers in smaller increments. You can then use units of measurement to distinguish whether certain items can be sold as fractions of the whole item or not.

Learn more in How to Set Up Units of Measurement.