Objective
This feature enables your field teams to request materials in the unit of measure they are familiar with, while calculating the price that was given by an estimate, plus allows your team to see all of this data when both confirming delivery of the PO and approving the invoice matched to the PO.
Background
Common with drywall contractors, materials are estimated, priced, and ordered in various units of measure, and this information needs to be calculated and displayed for both internal users and on Supplier communication based on the user persona.
Points to Consider
This feature is designed for adding items to the Company Items or to a project’s BoM (Bill of Material).
System Admin permission is required to add new items to the Company Items.
Adding items to the Company Items using "Price By" and "Qty per Unit"
You can import your list of items in the Company Items following this article: Importing your Item List into StructShare
You will want to look specifically at the fields of "Price By" and "Qty per Unit".
For example:
4x8 drywall unit of measure = sheets
Price By = "Sq ft"
Qty per Unit = 32
Adding Item(s) to a Purchase Order
Search for the item after selecting the project and supplier for the PO.
After selecting your quantity and unit price, you will see a calculation within the "Qty per Unit" field.
This detail will be shown consistently in StructShare throughout the life of the PO (including on the PDF and after an invoice is matched as well).
The Purchase Order PDF will look like this:
The Single Invoice Screen will look like this:
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Questions?
Live Chat through StructShare:
Email: support@structshare.com
Phone: 929.567.3474