Here is how Office users can create, edit, and enable Material Lists in your Kojo account, to more efficiently organize, and select material to be ordered.
First navigate to the Materials Lists section of your Admin Settings:
Then click on "Create New List":
Next, create a name and description for your list. If you want this to be available to all jobs across your org, make sure the "All Jobs" box is ticked.
If you want to make it accessible to only specific jobs, un-check this box and enter the job or jobs you want. If you don't see the job you want in the drop-down, start typing the name of it and it will appear for you to click on!
Make sure to click "Create" when you're done with this section.
Now you're ready to add your items!
As you type in the line, the dropdown will populate with other commonly used items first, then as you continue to scroll down, the Kojo catalog will appear.
If you don't want to use anything from the dropdown, you can just type in the line item and use it as you have entered it! You can also choose to download our CSV template, and import this in a bulk fashion to create your material list.
When you've finished adding items, make sure to click "Done Editing"!
Once complete, you will be re-directed back to the main Material Lists page, where all the lists are shown for your account. If you're ready to make your newly created list available to your users, make sure the toggle under the "Enabled" column is blue. If it isn't, and you'd like to turn it on, simply click it!
If you have any questions, please reach out directly to your CSM, or to our Support Team at support@usekojo.com