Whether you are a lawn care company, pool cleaning company, window cleaning company, or any other type of service company you will most likely be using materials in some (if not all) of your services.
In this manual, we will be going over the simple steps of setting up materials and adding them to jobs.
The first thing you will need to do is log in to CLIPitc and go to the Customize Tab.
Next, you will need to look at the list to the left of your screen and find the entry for materials. Go ahead and click on "Materials".
To add your first material to CLIPitc, click on the "Add" button.
Now you will see a screen show up that will allow you to enter the details of this material. Keep in mind that, like patterns, this is more or less a template for the material and may be changed or require a little more interaction when you actually apply the material to the job depending on what you're wanting out of it.
5. The fields marked with the red asterisk are required fields.
Part Name will be the field that is whatever your company uses as the stock info for this material. Make it something easy to spot in your lists, or you can categorize out your Part Names by applying a prefix to certain selections of materials.
Material Name is simply the title, label, or name of what the material is.
Unit Type is the measurement you will be using to calculate and charge for this material.
Unit Cost is the price your company pays for this material per Unit Type.
Unit Price will be the price you charge your customer for this material per Unit Type used.
Unit Measure of Active Ingredient is the measurement of the mixtures being used.
Inactive if this box is checked, it renders the material inactive in your system and unable to be applied to jobs.
Item & Class are what QuickBooks Item and Class you want to attach the material's usage to. These options will only appear if you are connected to a QuickBooks program.
Active Ingredient Percent would be the percentage of the material that the active ingredient makes up.
Unit Measure of Active Ingredient is simply how you are measuring your active ingredient.
Target Organism is what organism your material is geared towards affecting.
Unit Rate per 1000 when used on jobs, this calculates the projected quantity of materials for when you key in the Job Area and fill the checkbox to use this feature. It's how much of this material you use per 1000 Area.
Active Ingredient Name is, of course, the name of the active ingredient in your material
Formulation Type the defaults are "Broadcast", "Liquid - blanket" and "Liquid - target", though you can add as many new ones as you require.
TransfertoQB determines how to want to track this material. You can set it to do nothing, reduce Inventory in QuickBooks and not charge the customer, or to both charge the customer the Unit Price and reduce the Inventory in QuickBooks. This option only shows if you are connected to a QuickBooks program.
Charge on Invoice will determine whether or not you want to charge the customer for the material's Unit Price when used. This option only shows if you are not connected to a QuickBooks program.
Method of Application is your declaration of how you are applying this material to a location. You've got a dialogue box here, so enter whatever you like.
EPA # is available to be used for your documentation purposes.
6. Once you have your material setup, just click Save. If you made changes to an already existing material and need to push that change out to materials that are already assigned to jobs, click on the Update All button to do so.
Now that you have materials set, you can begin to add them to your jobs that require materials!
To find out info on recording materials in jobs in ITC check out the Recording Work In CLIPitc article in the Help Center.