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Setting Material Prices and Units

When you are creating catalogue materials via import, you will have several fields to complete in your CSV template, which look like this:

Here is what these fields correlate to when creating a catalogue material manually:

Notes:

• Units per Price and Units per item are the same thing.
• Price per unit is calculated automatically, hence there is no column for this in the import CSV template.

What Do These Terms Mean?

• Price: The amount that you pay your supplier for this item.
• Price Unit Id: The unit of measurement in which your supplier provides this item.
  Examples: If you buy a pack of 100 screws, the Price Unit Id is “pack”. If you buy 50 sheets of white melamine, the Price Unit Id is “sheet”. If you pay a service provider for 3 days of labour, the Price Unit Id is “day”.
• Units per Price / Units per item: The number of individual units you buy at a time.
  Examples: If you buy a pack of 100 screws, the Units per Price is 100. If you buy a sheet of white melamine at 2.88m2 per sheet, the Units per Price is 2.88. If you buy 1 tin of paint, the Units per Price is 1.
• Price per Unit: This is the Price, divided by the Units per Price.
  Examples: If you buy a pack of 100 screws for $5, the Price per Unit is $0.05. If you buy a sheet (2.88m2) of white melamine for $155.40, the Price per Unit (square metre) is $53.96. If the Units per Price is 1, then the Price and Price per Unit will be the same.
• Unit Price Unit Id: The unit of measurement which you use for individual units of this item.
  Examples: If you buy a pack of 100 screws, the Unit Price Unit Id is “piece” (pce) or “each” (ea). If you buy 50 sheets of white melamine, the Unit Price Unit Id is “square metre” (m2).
• Pricing Strategy: Can either be Variable (recommended), meaning you will sell this item at a price that varies depending on supplier prices and other circumstances; or can be Fixed, meaning you will always sell this item for the same amount, regardless of how much your supplier charges.

If your material price varies according to the measurements or quantity purchased, you will want to set up a price matrix instead of using unit pricing. (See next lesson.)

Units of Measurement

Units of measurement (UoM) are used to create materials and products in Jobman.

Available UoM – Creating or Importing Catalogue Materials

When creating a material manually or importing materials, you can choose from the following UoM:

Length/Width/Depth (or Length Unit Id if importing):

• centimetres (cm)
• feet (ft)
• inches (in)
• metres (m)
• millimetres (mm)

Volume (or Volume Unit Id if importing):

• cubic metres (m3)
• cubic millimetres (mm3)
• gallons (gal)
• litres (litre)
• millilitres (ml)

Weight (or Mass Unit Id if importing):

• grams (g)
• kilograms (kg)
• tonnes (t)

Available UoM – Price Unit Id and Unit Price Unit Id

When setting the price and units for your materials, you can choose from the following UoM, which are case sensitive:

• each
• sheet
• roll
• piece
• square_feet
• square_metre
• lineal_metre
• litre
• pack
• pair
• kilogram
• kilometer
• mile
• minute
• hour
• day
• week

If you enter this information incorrectly while attempting to import materials, your import will fail and you will see the following error message:

UoM – Optimisation Id

When selecting the optimisation for a material, you can choose from the following UoM:

Creating a Material:

• Square Feet
• Square Metre
• Lineal Metre

Importing Materials (Optimisation Id field):

Note: These are case sensitive.

• square_feet
• square_metre
• lineal_metre

Important: When optimising your material, you will need to use the same Length Id and Optimisation Id.

• If using lineal metre or square metre optimisation, you must set the Length Id to metre.
• If using square feet optimisation, you must set the Length Id to feet.

UoM – Products and Product Parts

When creating a product, the available UoM for length/width/depth, volume and weight are the same as for creating materials:

• centimetres (cm)
• feet (ft)
• inches (in)
• metres (m)
• millimetres (mm)
• cubic metres (m3)
• cubic millimetres (mm3)
• gallons (gal)
• litres (litre)
• millilitres (ml)
• grams (g)
• kilograms (kg)
• tonnes (t)

When creating a product part or component (specifically a proportional item or style item) the available UoM for length/width/depth, volume and weight are the same, but abbreviated:

• cm
• ft
• in
• m
• mm
• m3
• mm3
• gal
• litre
• ml
• g
• kg
• t