Create and manage Material Sets

A Material Set is a grouping that you define. It is made up of Material Lists, each of which contains multiple Material List Products.

To add or change sets, go to

Configuration
Advanced Setup
Materials

Use Create Material Set
to add a new set.

Enter the Company
, Name
, and Description
.

The Name
needs to be unique to the company and is case-sensitive.

The Company
field can't be changed after you create this set.

Error messages will appear if the required fields are blank.

Select Create
to save your changes.

Use Edit
to change an existing set's Name
or Description
. After you make your changes use Save Changes
to update the set.

Use Delete
to remove a set or select multiple sets to bulk-delete.

When you delete a set, everything in it will be permanently removed, such as associated lists and products.

This article applies to: