Adding and editing material

How to add and edit existing lengths of material in ToolBox for Rotary

Adding a new sheet of material

To add a new length of material into the relevant material group you need to first have this material open. To open it, navigate to it by using the search icon and then select the desired material.

Once you have selected the material you want to add material lengths to, you can now select Add Record as shown above in the materials page. This will then add a side menu which you use to complete the record data.

Again in this menu all you need to do is complete the data in the form for the length of material you are adding into this group, the fields you have in this window are as follows.

  • Profile: What profile of material are you adding for this record.

  • Wall Thickness: The thickness of the wall of material being added.

  • Width: The width of the profile you are adding.

  • Height: The height of the profile you are adding.

  • Material Length: The total length of the material record you are adding.

  • Unit cost: The cost to purchase this length from your supplier.

    • Note: this will be calculated from the sheet rate, and changes to this will recalculate the sheet rate.

  • Unit rate: The length rate per kg/lb if supplied to you by your supplier.

    • Note: this will be calculated from the sheet cost, and changes to this will recalculate the sheet cost.

  • Extra markup: This is used if you want to apply additional markup on the cost of this material in particular on top of your standard mark up for this material. For example, for non-stock sheets.

  • Expiry: The expiry date for the cost of this material. Quoting parts with this length after the expiry date will produce a warning while in the quote, prompting you to check if the material price needs to be updated.

  • Default material consumption mode: Whether you want the material consumption for this material to default to Nest Bounds or Whole Length.

Once this data has been completed, you can now select Add to save this sheet into the material.

Your new length will now appear in your materials table.

Editing an existing length of material

To edit the details of a length already in ToolBox, you will first need to open the relevant materials page to view the record data. From here you will be able to edit any individual record one at a time by selecting the edit button for this record.

Once you have selected the edit pencil on a sheet you want to change, ToolBox will open the sheet details in the side menu for you to change and save.

As you would when adding a new sheet, make the relevant changes you need to in this sheet and then select Update to save these changes.

Editing records in bulk

In ToolBox, it is possible to make changes to certain record properties in bulk by using the tick boxes in the table on the left hand side.

Once you have selected the records you would like to edit in bulk, you will be provided with the pop-up box in the materials screen presenting you with the three options you may change in bulk.

  • Expiry: Change the expiry dates for these selected sheets of material.

  • Unit rate: Update the sheet rate per kg/lb for the selected sheets.

  • Unit cost change: Increase or decrease the sheet costs of the selected sheets by a percentage.

When you have completed the details you want to update on these records in bulk, select the Save icon to make the changes all in one.

If you change your mind about updating these records, click the 'X' cancel icon to close the pop-up box.

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