Overview
The Materials tab inside the Catalog is used to manage all materials that will be used while creating an estimate.
When a user creates an estimate, materials are selected from this section, making it a core part of cost calculation and estimation.
When the user opens the Catalog tab, the Materials tab is selected by default
Page Layout (Materials Tab)
Top Section
Search Bar → Search materials or categories
Add Category Button → Create a new material category
Material Categories
Below the top section, users will see a list of categories.
Categories are expandable
When expanded, they display a list of materials inside them
Zevbit provides pre-added material categories and materials
Users can:
Use existing materials
Add new materials
Modify categories
Adding a New Category
Click the "+Add Category" button to create a new material category. This will open a pop-up to fill the following Fields:
Category Name
Show Price (Toggle)
If enabled → Price will be visible in estimates
Editable on Estimate (Toggle)
If enabled → User can modify price and unit while creating an estimate
Cost
This is a default system field
Cannot be deleted or modified
Custom Fields
Users can click Add Custom Field
This allows adding additional attributes (e.g., brand, grade, size)
Custom fields:
Can be named
Can be deleted
Will appear in the category’s material list
Editing and Deleting Categories
Edit Category
Modify:
Name
Toggles
Custom fields
Delete Category
Categories can be deleted except the “Uncategorized” category:
Cannot be deleted
Is a system default
Category-Level Features
Each category includes:
Add Material Button
Import Button
Edit Option
Delete Option (except default category)
Material List (Inside Category)
When a category is expanded, it shows materials with the following fields:
Material Name
Cost
Unit
Units can vary depending on the material:
Bag
Each
Ton
Sq. Ft.
Custom Field (Only if the category has any custom field)
Adding Materials to a Category
Each category has an "+Add" button.
Click Add under a category
Enter:
Material Name
Cost
Unit (from dropdown)
Custom Field (Only if the category has any custom field)
Click Save
Importing Materials (Bulk Upload)
Users can import multiple materials at once instead of manually entering them using CSV.
Click Import next to a category
"Download Template CSV" to help users format data correctly
Upload a CSV file
Editing and Deleting Material
When a user expands any material category, they will see a list of materials along with checkboxes beside each item.
This allows users to perform bulk actions on one or multiple materials at once.
How It Works
Expand any category
Select one or more materials using the checkboxes
Once selected, action options will appear
Available Bulk Actions
1. Delete: Deletes the selected material(s) to permanently remove the material from the category
2. Assign Unit: Allows changing the unit of selected material(s)
How it works
Click Assign Unit
A pop-up will appear with a unit dropdown
Select the new unit (e.g., Bag, Each, Ton)
Confirm to update
3. Move Category: Moves selected material(s) to a different category
*Note: Move Category is not always available
This option is only visible if the category does NOT have custom fields
If the category contains custom fields:
The Move Category option will NOT appear
Only Delete and Assign Unit will be available
Why This Limitation Exists
Custom fields create structured data specific to that category
Moving materials to another category may cause:
Data mismatch
Missing fields
Incorrect structure