Materials
What are materials?
Section titled “What are materials?”Materials are parts and supplies you add to a quote — pipes, fittings, ducting, electrical components, etc. Each material usually has a name, code, unit (e.g. each, metre), cost, and may be linked to a vendor or category. brix uses your business unit’s markup rules to calculate the sell price on the quote.
Materials list
Section titled “Materials list”The Materials list (under Services and Pricing or Materials in the sidebar) shows all materials available in your book. You can search by name or code and filter by category or vendor. When building a quote, you pick from this list to add material lines (with quantity and unit).
Viewing and editing a material
Section titled “Viewing and editing a material”Click a material to open its detail. You’ll see name, code, category, unit, cost, vendor link (if any), and possibly description. Use Edit to change these (if your role allows). Changes apply to future quotes; existing quote lines keep the values they were created with.
Categories
Section titled “Categories”Categories group materials so you can find them quickly and filter in the list (e.g. “Pipe”, “Electrical”, “Ducting”). Your admin sets up categories; when adding or editing a material, you choose its category. Categories can also be used in pick lists so technicians see a logical grouping when adding materials to a quote.
Packs (if your company uses them) are bundles of materials sold together — for example “Standard install pack” might include several parts as one line. When you add a pack to a quote, the system may add one line for the pack or expand it into multiple material lines, depending on configuration. Packs save time on common combinations.
Pick lists
Section titled “Pick lists”Pick lists are predefined sets of materials (and sometimes categories) that appear when building a quote — for example “AC install – standard parts”. Instead of searching the full materials list, you choose a pick list and then select from its items. This keeps quoting consistent and faster. Pick lists are often configured per job type or book by your admin.
Summary
Section titled “Summary”| Feature | Purpose |
|---|---|
| List | Browse, search, and select materials for quotes. |
| Categories | Organise and filter materials. |
| Packs | Add multiple materials as a bundle. |
| Pick lists | Quick selection of common materials for a job type. |
For supplier and brand information used with materials, see Vendors.