Search for Client Defined Materials

Use the Material Types submodule to search for client defined materials.

To use Material Types in the Price Lists & Activities submodule, you must have access to Settings as defined in User Access Rights under Settings.

To search for a client defined material:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the client defined material that you are looking for.
3. In the left pane of the Settings screen, click Price Lists & Activities > Material Types.
4. Click the Client Defined Material Price List tab and in the middle pane, highlight the client defined material price list with the material that you are looking for.
5. On the toolbar of the right pane, use the Search field to enter a keyword associated with the client defined material.