INTRODUCTION: CONSTRUCTION ITEMS AND CATEGORIES
Construction Items & Categories Setup: The Key to Unlocking Automation and Reporting in HomeBuilder
This is a key component of the whole HomeBuilder system. Correctly creating Construction Items, Construction Item Categories, and the surrounding structure allows many forms of automation and will improve:
- Accuracy.
- Consistency.
- Deliver better reporting and controls.
Although not mandatory, if you decide not to create good-quality Construction Items, you will get mediocre results from the software.
If you decide not to set up the whole construction catalog, you can still use GL Accounts to post costs to Lots. However, you will not be able to use Vendor Contracts, among many other useful features, in HomeBuilder.
Start on the Construction Item page and follow the instructions described in the setup area.
Construction Items Help article explains the setup and structure of Construction Items. Sub-articles elaborate on the content of an Item Card and the use of Global Items vs. Local Items.
Construction Item Categories article explains the use of Item Categories to classify Items and their role in House Areas. sub-article explains the use of Global Item Categories.
Bundles in HomeBuilder outlines advantages and challenges when it comes to using Bundles in HomeBuilder. It is a complex functionality but is used by certain clients of ours.
Item Worksheet Manual is a tool used for bulk management of Construction Items that are already in your Company.