Items
Introduction To Items
In most ERPs, items are created to represent all the components needed to build a home. For example, in other systems, typical items may include: 2X4 Stud. Square Foot of Countertop. Labor by Square…
Navigating Items
The Item Library All items are housed in what we refer to as the “Item Library” and while we have not yet reviewed how to create or use an item, here is an overview of what the item library looks lik…
When to Create a New Item
When to Create a New Item. There are certain item elements that impact if you can reuse an existing item or you need to create a new item Posting Group. Default Tax Code. Classification/Cost Code. Mo…
Unit of Measure
In terms of homebuilding, unit of measure refers to the type of measurement used to purchase materials and labor. Some examples include: Square Foot. Linear Foot. Each. When apply costs to the items…
PO - BoM on Purchase Orders
How Items in an Assembly Appear on Purchase Orders. Vendors are issued purchase orders for the goods and services they provide. However, in most cases vendors will likely receive more than 1 purchase…
Cost Model - Budgets
This application may be found in the “Process” tab within the Item Library: The purpose of this tool is to apply items to jobs for validation of primary vendor as well as the unit cost that will be a…
Bulk Item Creation and Modification Tools
BuildBase offers 2 great tools for bulk creation and modification of items: Bulk Item Library Update AND Bulk Item Update While these 2 tools are very similar, their intended functions and uses are d…
Items FAQ
How do I remove items from multiple bill of materials (BoMs)? Using the bulk tool, bulk item library, in the first tab of the tool for "BoM" change the column value in the column "Delete" to Yes. Man…
Attributes
Creation of items in Dynamics is simple and while each item must have an item category code, attributes allow us to further categorize our items which will provide even more functionality when it com…
Item Costing & Primary Vendors
This guide will review: How to assign items to vendors. How to assign primary vendors for items by Project (Community). How to manage item vendor costs. This guide will not cover how items are create…
Classification Codes
Classification Codes are used as a way to classify building elements, systems, and assemblies. Additional terms used to describe these would be “Cost Types” or “Cost Codes”. Classification Codes are…
Creating Styles/Pallets/Storyboards
Styles, sometimes referred to as pallets and storyboards, are collections of items that have been predefined by the Builder that are applied to a model to configure things like color, flooring and ot…
