Managing who can add new materials and controlling how pricing updates flow between job cards and your material database is now more flexible with enhanced security controls and pricing update preferences.
New Security Control
You can now restrict which staff members can create new materials and services through an enhanced security role setting.
How to Set Up Material Creation Restrictions
Go to Settings > Security Roles
Select a security role or create a new custom role
In the Items/Services tab, disable "Can add new items/services"
Save your changes and assign the role to relevant staff
When this setting is disabled:
Staff will see "No items match your search" instead of being able to create new items
The option to add new items is removed from dropdown menus
In the mobile app, the + button for creating new materials is hidden
New Default Security Role
A new "Default Staff Role (Can't Create Materials)" is now available with material creation disabled by default, making it easier to set appropriate permissions for field staff.
Material Pricing Update Control
You can now control whether changes made to material pricing on job cards update your main material database.
Pricing Update Options
Go to Settings > Preferences > Job Settings to configure the new "Update Material Pricing when changed on jobs" preference with three options:
Always updates materials in the database - Every price change on a job updates the master record
Only updates materials if the price goes up - Price increases update the database, decreases don't
Never updates materials in the database - Job pricing changes remain isolated to that job
Pricing Update Notifications
When working on job cards, you'll see helpful notices:
"Changes made to materials will update database pricing" appears when your changes will affect the master database
If a job has outdated pricing, you'll see "Items on this job card are -$45 different from the database" with an "Update Items" button to sync current pricing
Note: Price difference notifications only appear when the variance is significant (over 1% difference from database pricing).
