Material Management - Setup

Before you start adding items or creating estimates, 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

1. Click on Material Brand from the top menu under the Material section.

2. Click on the Create button to add a new brand.

3. Enter the Name of the brand.

4. Enter a short Description for the brand (optional).

5. Click Add to save the new brand.

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 - Setup