Back to: Complete Jobman Set-Up Guide for Administrators
Go to Settings > Catalogue to manage your preferences for catalogue materials, product types, etc.
Jobman’s catalogue settings are as follows:
Click into any of these settings options to add a new setting (e.g. new brand, new colour, new product type, etc.), or click into an existing setting (e.g. existing brand, colour, product type, etc.) to update it.
Brands
Add and update supplier brands for catalogue materials.
Categories
Create categories to easily manage your materials and services. (More on this below.)
Colours
Add and update the colours that your catalogue materials might come in.
Finishes
Add and update the finishes that your catalogue materials might have.
Price Matrices
Add and update matrices for catalogue materials you might have that vary in price depending on their size or quantity. (More on this in a later lesson.)
Pricing
Set the cost for labour, as well as the overhead/wastage/profit margin percentages for labour, materials, services, appliances, and sundries.
Product Types
Add and update product types to categorise your product library in the way that best suits your business.
Ranges
Add and update ranges to arrange your materials into sub-categories.
Example: Laminex sells boards, which are broken into a few categories such as “16mm MDF”, “32mm HMR”, “Decorative Board”, etc. Each of these categories has thousands of products available. Searching through this would be too difficult when trying to select a material in Jobman. So you might create ranges to further define your boards, such as “White board Natural Finish.” Then, when looking for a material in Jobman, you could search: Category: 16mm MDF; Range: White board Natural Finish; Colour: White.
Styles
As covered in a previous lesson, set up styles and style options for fast, flexible quoting on products.
Categories
In Settings > Catalogue > Categories, you can create categories to easily manage your materials and services in your catalogue.
Any materials linked to a given category can be mass-updated, rather than you having to update every single material individually.
Creating a New Category
- Go to Settings > Catalogue > Categories and click Create:
- Name your category.
- Leave the code field blank.
- If applicable, tick the box for Handle in whole quantities. Enable this setting for material categories where you buy and sell items at a square metre rate but you pick and handle them at a sheet rate, for example, particle board, sheet metal, etc.
- Select an Invoice item type, if applicable.
- You can choose to override your default material pricing for this category by entering values into the Overhead, Wastage, and Profit Margin fields. Leave these blank (i.e. do not enter “0%”) if you want to use your default pricing for this category.
- Save Changes.
Updating a Category
To update all materials in a given category, go to Settings > Catalogue > Categories and click into the category you wish to update.
Make any updates needed to the information fields, then Save Changes.
How to Apply Categories to Materials/Services in Bulk
You can change which category a material or service in your catalogue belongs to. This is useful if you have mass-imported a number of items and they have defaulted to an “Import” category.
To update the category of your materials/services, follow these steps:
- Go to your Catalogue.
- Select one or more materials/services.
- Click With Selected > Change Category:
4. Select a category from the drop-down, or type in your chosen category:
5. Click Change Category:
