ManagePlaces allows you to create an inventory list such as products from suppliers, alongside their costs and billable rates, and reuse them across your projects through the Finance screens. You can change the cost or billable rates whenever you need to.
To create Inventory Items:
1. You can create multiple material & expense Items by going to Settings.
2. Then select Materials. You will be presented with a list of any existing inventory items such as the below. Click on Add Item (note that you can also import lists of materials from your own files).
3. Here is an example of a complete new Item. Setting fields such as Task Type, will allow you to categorise expenditure. Task Types can also be defined in Settings. However, most fields are optional (e.g. if you do not wish to set a price):
4. Select Create Item or Create and add another if you wish to enter more items to reuse across projects.
You only need to do this once per Item you need in your inventory. You can also edit Items as required from the same list above.
To use Items across your projects:
1. From now on, the Item is available to use across your Projects. Select a Project, go to the Finances tab, and click Add Materials/Expenses. Here is an example of a selected item (you can also type to search in the drop-down list!) - you can change the default value if, for example, the price has changed:
2. Click Log Materials/Expenses to record the Item in the Project. Below you can see the result. Notice that the total Cost to you, and Billable amount, is also presented.
The information can also be exported and used from your accountancy package using the CSV option.