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How to enter materials

In this module, learn how to enter materials against a project

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Step 1

Head to Materials under Time, Materials & Expenses to create a material entry.

Step 2

We've got two options here:

New Material and New Planned Materials.

Click on New Planned Materials and select a project.

Step 3

As we planned these two materials in the initial quote for this project, they appear here. Select them to create a material entry and enter the dimensions if applicable.

Tick "Items require purchasing" to add them to the order queue.

Step 4

You can also enter a New Material that wasn’t planned.

Choose your project, search for the material used, add the quantity and dimensions (if relevant.

Click Purchase Order Required, and save.

Related Guides

Want to learn more? Check out these related guides

All TidyEnterprise Written Guides

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Set up your account in the global settings of Tidy

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Learn how to store, manage, and do more with stock and material items in Tidy

Sales & Pricing

Learn how to create and credit sales, and use different types of custom pricing in Tidy