Copy Purchased Materials to a Job

Topic

Within the Cost section of the Job, Tradify offers the ability to copy your material line items over from any Bill (supplier invoice) which has been assigned to the Job.

Copy Purchased Materials to a Job

Important Note: To complete the steps below you bill needs to be attached to the job. You can check if a bill is attached by opening the Bill and clicking Options > Open Job (if it's attached to one) or Options > Attach to Job (if it hasn't been done yet).

1. Select Jobs from the left hand navigation panel.
2. Search and select the Job.
3. Select the Costs tab.
4. Click New Cost > Copy Materials from Bill.
   
   
   
   
5. Select the Bill you are wanting to copy items from.
6. Select the items you want to copy from the bill.
   Note: Only one Bill can be selected at a time. 
7. Set your Markup for Miscellaneous Line Items, this applies to all Miscellaneous items in the bill.
   
   
   
   
8. Click Ok and Tradify will add them as a cost to the Job (as shown below).
   
   
   
9. Click Save.

To add costs from more bills repeat this process.

Additional Information

If you would like to copy your material line items over from a Purchase Order, you'll need to convert your Purchase Order into a Bill first. To convert a Purchase Order to a Bill, see here.