All Videos
ManoPlan Tutorial – Material Sets and Item Catalogue
0:535 Scenen
Bundle recurring materials into sets, import them via CSV and use items and prices from the wholesaler catalogue.
Learning Goal
Plan materials for every job in a few clicks.
Contents
1
Material sets bundle what a job type always needs – for example the gas boiler service kit. They are assigned to jobs and land on the loading list automatically.
2
A new set gets a name, category, description and a default duration for planning.
3
Existing sets can simply be imported as a CSV file.
4
The item catalogue holds your articles with list and purchase prices – imported from your wholesaler via Datanorm or created yourself.
5
Under wholesalers you manage your suppliers and your customer numbers with them for the import.
