Adding materials to an estimate

Adding materials to an estimate is a refined operational playbook for Estimates teams in Klaus Connect.

Objective

Build accurate bill-of-materials aligned with measured scope.

Article profile

• Primary audience: SALES
• Content type: HOW_TO

Primary app screens

• pages/portal/products/product-list.tsx
• pages/portal/estimates/estimate-details.tsx

Execution workflow

1. Select materials from standardized product catalog.
2. Verify quantity formulas and unit conversions.
3. Apply substitutions only with documented approval.
4. Re-check gross margin after material updates.

Common failure points

• Manual quantity overrides without notes.

Handoff and follow-through

• Procurement uses finalized material lines for ordering.