It is recommended that you have a fully built material library updated in your system with accurate pricing. You can separate your material list by "tags" which allows you to associate a material with one or multiple tags for example: Cleaner may exist inside general, misc, single-ply.
Navigate to the material library which is in settings. On the top right click the 3 dots, generate the missing material codes, and download to CSV. This is your default material list you can modify, add to, and make any other alterations. When complete you can take the same file and Import it back into the system.
It is recommended that each material has a material code which is shown here:
Material code could be the manufacturer's material code, or if you don't have material codes you can let the system generate these for you. We use those material codes to match up materials when we re-import any changes such as pricing.
If you are updating your material list the steps should be as follows.
1. Generate Missing Material Codes
2. Download CSV
3. Make any modifications in Excel, save as .CSV
4. Upload back into CP by clicking "import CSV"
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