ToolBox
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  • Getting Started
    • Registering for an account
    • Using our guided walkthrough
    • Creating a simple quote
    • Personalising your organisation settings
    • FAQs
  • Quoting
    • Quoting in detail
    • Adding parts
      • Adding 2D parts
      • Adding 3D parts
      • Adding rotary parts to a quote
      • Adding a Quick Part
      • Adding parts from a PDF
      • Adding parts from Part Library
      • Adding miscellaneous items
    • Alerts and notifications
    • The original CAD view
    • Cleaning drawing files
      • Drawing Doctor® commands
      • Dealing with multi-part files
      • Dealing with parts within parts
      • Removing unwanted paths like title blocks
      • Quickly removing open inners
      • Identifying open end points
      • Changing line types with layers
      • Changing line types of individual paths
      • Resized scaled drawings
    • Assigning materials to parts
      • Customer-supplied materials
      • Material consumption mode
    • Assigning folding to parts
    • Assigning custom secondary processes to parts
    • Calculating a quote
    • Adjusting quote prices
      • Price adjustment function
      • Part price adjustment
    • Emailing customers
    • PDF documents
      • Accounting documents
      • Production documents
      • Print settings
    • Downloading drawings and CSV
    • Taking payment for orders
  • SHIPPING
    • Shipping options and delivery pricing
    • Setting up ToolBox's smart shipping calculator
    • Delivery price calculation
  • Materials
    • Creating a new material
    • Adding and editing sheets
    • Nesting settings
  • Cutting Processes
    • Cutting technologies and rate tables
    • Adding a cutting technology and linking it to rates and materials
    • Adding & editing cutting technologies
    • Adding & editing rate tables
    • Fine feed rates and small hole limits
    • Tube cutting
      • Creating your Rotary process
      • Adding & editing rate tables for Rotary
      • Creating a new material for Rotary
      • Adding and editing material
      • What Rotary parts will ToolBox work with?
  • Secondary Processes
    • How folding works in ToolBox
    • Managing folding settings
    • Creating custom secondary processes
    • Secondary process types
      • Quantity-based secondary processes
      • Area-based secondary processes
      • Weight-based secondary processes
    • Example secondary processes
      • How to price powder coating
      • How to price drilling, tapping & countersinking
      • How to price welding
      • How to price galvanising
      • How to price delivery
  • Customer Central
    • Customer Central overview
    • Adding a new customer
    • Editing customer details
    • Customer Central tabs
      • Summary
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      • Quote History
      • Pricing
      • Part Library
  • Web Store
    • Web Store: 24/7 online sales
    • Setting up your Web Store
      • Controlling access to your Store
      • Branding
      • Shipping options
    • Hosting your Store online
      • Host your Store on a website
    • How customers use the Store
      • Quoting in the Web Store
      • Quote screen additional features
      • Placing an order in the Web Store
      • Checking out your order in Web Store
    • Accept payments through Web Store
  • Integrations
    • Xero integration
    • QuickBooks integration
    • Google Drive integration
  • SUBSCRIPTIONS & FEATURES
    • Adding additional users
    • Improvement to the allocation of setup time across common materials
    • Unsubscribing from ToolBox
    • Release notes
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  1. Quoting

Assigning materials to parts

How to assign materials and quantities to parts within ToolBox.

PreviousResized scaled drawingsNextCustomer-supplied materials

Last updated 5 months ago

Use the Properties menu on the right hand side of the quote screen to specify the material for the parts.

To assign a sheet of material:

  1. Set the cutting technology that you want to cut the part with (for example, Laser)

  2. Choose the material the part will be made from

  3. Choose the thickness of material

  4. Select the sheet size that you want to quote the part on

Hint: Keep in mind that the selection options are coming from your materials settings

The thickness options will be the list of thicknesses you have in your sheets table for the selected material. Likewise, the sheet size options will be the list of sheet sizes for the chosen thickness of the material.

In your material settings, it is also possible to disable or enable individual sheets for a specific cutting technology. For example, if the Laser cutting technology has been assigned to the Mild Steel A36 material but has been disabled for all 0.5 inch sheets, the 0.5 thickness will not be selectable from the thickness drop-down.

Applying your material and quantity data to a part can be done individually or you may select multiple parts at a time in bulk. To do this, multi-select parts using the tick boxes in the parts list, then set the material selection in the right Properties menu. This will apply the changes to all selected parts.

Properties menu within the Parts screen of ToolBox
Multiple Parts being selected for Material & Quantity changes within the Parts screen.