1. Dictionaries
☐ Adjust Material related Dictionaries to match your company Terminology
Budget Groups are an important dictionary to review since it determines how materials are grouped during estimating and job costing review
2. Units of Measure Library
☐ Add/delete Common UoMs
Common UoMs are used for inventory and purchasing
☐ Modify/add/delete UoM Groups as needed
UoM Groups are used to group Common UoMs together
3. GL Accounts
☐ Create GL Accounts related to Materials
☐ Set Account Defaults in the Company Profile > Accounting section
Expense or Cost of Goods Sold
Inventory
Accounts Payable
4. Material Library
☐ Adjust Material Tree as needed to help organize your materials
☐ Add your Stock / Commonly used Materials (manually add or import)