Inventory Management - Setup
Before you start Before you can start managing inventory items, you must complete the setup configurations in the correct order. This setup ensures accurate inventory tracking, proper pricing calculations, and smooth inventory operations, the Material Management module must be configured.
In the Setup section, you will define your material categories, units, sourcing types, pricing, and other foundational data. Completing this setup ensures accurate takeoffs, smooth estimation workflows, and consistent pricing across all projects.
Declaring UoM (Unit Of measurement)
To define and edit Units of Measurement (UoM) for materials in your BLDON software, follow these steps.
Define and Edit Unit of Measure – Steps
1. Click on Setup from the left side menu. 2. Under Material, select Define and Edit Material Unit of Measure. 3. Click on the Create button to add a new Unit of Measure. 4. Enter the Name for the Unit of Measure. 5. Enter the Value for the Unit of Measure. 6. Click Update to save the changes.
Adding Identifiers
Identifiers help you tag materials with specific attributes for better organization, filtering, and selection during material creation.
1. Click on Material under the Setup menu. 2. Click on the Create button to add a new identifier. 3. Enter the required details such as Name, Type, Group, and Visibility. You can also add multiple values by typing each one on a new line. 4. Click Update to save the identifier.
Adding Characteristics
Characteristics allow you to define specific traits or attributes for your materials. By adding characteristics, you can create more detailed classifications, improve material accuracy, and support better filtering and selection during estimation and project setup.
1.Click on Material under the Setup menu. 2. Click on the Create button to add a new Characteristics. 3. Enter the required details such as Name, Type, Variable name, and Description. You can also add multiple values by typing each one on a new line. 4. Click Update to save the identifier.
Adding Labor Productivity
Adding labor productivity in BLDON allows you to estimate how efficiently labor will be used in a project. Labor productivity typically refers to the amount of work a worker can complete in each amount of time. This helps in calculating accurate labor costs and ensuring that project timelines are met.
By defining labor productivity, you can determine how much labor is required to complete a specific task or assembly, taking into account the expected output for each unit of time or unit of work.
Navigate to the "Labor Productivity" Section:
From the left-hand menu go to Setup > Labor Productivity.
Create New Entry:
In the top-right corner of the "Labor Productivity" table, click the Create button
Add Subcategory:
In the popup window that appears, click the Add Subcategory button to add a new productivity entry.
Enter Basic Information:
In the fields shown in the popup:
Enter the Name (e.g., Exterior) in the appropriate field
Select the Unit (e.g., Hours).
Specify Additional Details:
Fill out the following fields:
Subcategory: (for specific productivity subcategory).
Value: Define the numerical value associated with the entry.
Productivity, Cost Code, Category, GL: Select appropriate values for each of these fields
Save the Changes:
Once all details are entered, click the Update button to save your changes.
Add Subcategories:
You have multiple rows where you can add subcategories for this productivity item.
For each subcategory:
Enter the Subcategory Name (e.g., "Barn and Fence", "Door", "Trim").
Specify the Value for each subcategory (e.g., 0.5, 1, 0.25).
Select the Productivity Unit (e.g., "Hours").
Choose the Cost Code, Category, and GL (General Ledger) for each subcategory.
Add More Subcategories:
You can click the Add Subcategory button (shown at the top-right corner) to add new rows for more subcategories.
Adding Brand Name
When adding materials in any module, including the brand name is an important step for better organization and tracking.
A brand name helps you identify the manufacturer or supplier of each material, which is especially useful for quality control, warranty reference, cost comparison, and maintaining consistency across projects.
Open Material Management
Click on Material Brand from the top menu under the Material section.
Click on the Create button to add a new brand.
Enter the Name of the brand.
Enter a short Description for the brand (optional).
Click Add to save the new brand.
Account Setup - Control File
The Account Setup section contains three critical configurations: Control File, Price Rule, and Taxes. The Control File defines inventory control settings and accounting integration.
Click on Setup from the left side menu
Under Inventory Management, select Inventory Management (or click on the Inventory Management setup option).
Click on the Account Setup tab.
Click on the Control File tab within Account Setup.
Enter the Account Information here if you're using accounting integration. These account will be used for accounting.
Set the Current Year and Period to define the current accounting period for inventory transactions.
Define Average cost calculation rule for pricing calculation. ( LIFO | FIFO | AVERAGE )
Configure any other control settings as needed for your organization.
Click Save or Update to save the changes.
Important Notes
- The Inventory Account should be a valid GL account from your accounting system if integrated.
- The Current Year and Period affects how inventory transactions are dated and reported.
- Average cost calculation rule will affect the stock price calculation.
- These settings can be updated later if needed.
Shipping Instructions
Shipping Instructions define the methods and procedures for receiving inventory shipments. These instructions are used in purchase orders and receipts.
1. Navigate to Setup → Inventory Management.
2. Click on the Shipping Instructions tab.
3. Review existing shipping instructions in the table (if any).
4. Click the Add or Create button to add a new shipping instruction.
5. In the modal/form that appears, enter the Name for the shipping instruction (e.g., "Standard Delivery", "Express Shipping", "Pickup").
6. Enter a Code for this shipping method.
7. Check the Default checkbox if this should be the default shipping method for new purchase orders.
8. Click Create to save the shipping instruction.
9. Repeat steps 4-8 for additional shipping methods as needed.
Stock Types
Stock Types categorize inventory items based on their nature or stage in the production process (e.g., Raw Material, Finished Goods, Work in Progress).
1. Navigate to Setup → Inventory Management.
2. Click on the Stock Type tab.
3. Review existing stock types in the table (if any).
4. Click the Add or Create button to add a new stock type.
5. In the modal/form that appears, enter the Name for the stock type (e.g., "Raw Material", "Finished Goods", "Work in Progress").
6. Click create to save the stock type.
7. Repeat steps 4-8 for additional stock types as needed.
Important Notes
- Stock types help organize and report on inventory.
- You can filter inventory items by stock type.
- At least one stock type must be created before creating inventory items.
Landed Price Confirmation
Landed Price Confirmation configures how total landed costs are calculated. Landed cost includes the base price plus additional costs like freight, duty, packing, tariff, overhead, and cushion.
1. Navigate to Setup → Inventory Management.
2. Click on the Landed Price Confirmation tab.
3. Here you will get the options to choose your additional cost like freight, duty, packing, tariff, overhead, and cushion.
4. Enter the Overhead Percentage - Default percentage for overhead costs.
5. Review the configuration to ensure the selection is appropriate for your business.
6. Click Save to save the landed price configuration.
Configure Serialization
Serialization enables tracking of individual items by serial number. This is essential for high-value items, warranty tracking, or items requiring individual identification.
1. Navigate to Setup → Inventory Management.
2. Click on the Configure Serialization tab.
3. Check the Enable Serialization checkbox or toggle to enable serial number tracking for the system.
4. Click Save or Update to save the serialization settings.
Critical Warning
- Serialization setting on an inventory item CANNOT be changed after the item is created.
- Decide before creating inventory items whether they need serial tracking.
- Serialized items require serial numbers for ALL quantity transactions (receipts, issues, transfers).
When to Use Serialization
- High-value items requiring individual tracking
- Items with warranty requirements
- Items subject to regulatory tracking
- Equipment or assets that need unique identification
Email
Please ensure that the email configuration is properly set up so that we can receive all notifications without interruption. Refer to the Email Setup section below for detailed instructions and additional information.
Email And Notifications - SetupLast updated