# Active Materials ## Purpose of This Page This page allows you to configure how activated materials behave across system design, cost calculations, ROI analysis, and customer proposals. Only materials listed here can be used in the projects. This ensures consistency, accuracy, and full control over your proposals. ## What You Can Do Here For each active material, you can: * View all materials that have been activated from the **All Materials** section * Set and update material prices and currencies * Define whether a material is **In Stock** or **Out of Stock** * Control how materials are included in **Proposal Settings** and **Financial Settings** by opening **Detailed Settings** from the three-dot menu * Disable materials without removing them from the database {% hint style="info" %} All changes you make on this page, except in the **Detailed Settings** section, are applied instantly to ensure your settings are always up to date. {% endhint %} {% embed url="" %} ## How to Activate a Material Materials must be marked as **Active** to be available in project workflows. Activation gives you full control over which products the team can use during project design and proposal preparation. 1. Go to **Settings > Materials** 2. Search or filter to find the relevant product 3. Toggle the **Status** field to **Active** To deactivate a material, follow the same steps and switch the status to **Inactive**. This flexible structure helps you keep your material database organized, prevent outdated products from being selected, and maintain clean, standardized project configurations aligned with your business needs. {% hint style="info" %} If a material is used in a project design, it cannot be deactivated until it is removed from the project. {% endhint %} ### What Happens When a Material Is Active? * Can be selected in project design configurations * Can be added to Bills of Materials (BoM) and proposals ### What Happens When a Material Is Inactive? * Cannot be used in new system designs * Does not appear in Bill of Materials (BoM) or cost calculations ## Pricing & Currency * Enter the unit price directly in the **Price** field * Select the currency from the dropdown (e.g., EUR, USD) * Prices are used in project cost calculations and proposals ## Detailed Settings For each active material, click the **three-dot (⋯) menu** at the end of the row to access additional configuration options. {% hint style="info" %} Any changes you make in the Detailed Settings will apply to all future projects, and existing projects will not be affected. If you want to make specific changes to an existing project, please go to the **Bill of Materials (BoM)** page’s detailed settings part. {% endhint %} From this menu, you can: ### Proposal Settings The **Proposal Settings** section allows you to control how each material is presented in customer-facing proposals. * Decide whether the material appears at all in the proposal. * Control whether the customer can see the individual price of the material or only the total system cost. * Choose whether applied discounts are visible to the customer in the proposal. * Decide if the exact manufacturer and model information is displayed. > If brand/model display is disabled, a default category image is shown instead. {% hint style="info" %} Proposal settings are linked to each other. For example, to display the unit price of a material in the proposal, you must select both **“Show this material in the proposal”** and **“Show unit price of this material in the proposal.”** {% endhint %} ### Financial Settings The **Financial Settings** section allows you to customize how each material affects project costs and financial performance calculations. * Include or exclude from ROI calculations * Set a material-specific discount that invalidates default pricing rules. * Define a unique margin for the material * Apply a specific tax rate You can reset everything using **Return to Default Settings**, which restores the system’s standard pricing and financial logic. {% hint style="info" %} Proposal settings and financial settings work dependently. For example, not selecting “**Show discount of this material in the proposal**” in the proposal settings does not affect whether “**Custom Discount**” is selected in the financial settings. {% endhint %} ### Stock Status (In Stock / Out of Stock) The **stock status** feature is designed to support real-life sales and deal management workflows, especially for organizations working with **partners** to keep aligned. * **In Stock**: Mark materials as available through your partners so they can be used in projects and proposals. * **Out of Stock:** Mark materials as temporarily unavailable due to logistics or commercial reasons, preventing them from being used in project creation for a certain period. {% hint style="info" %} On the Active Materials page, a green indicator shows materials that are **In Stock**, while a red indicator shows materials that are **Out of Stock**, allowing you to manage availability through the detailed settings. {% endhint %} *** ## Related Pages * [All Materials Page](/configuration/materials-page/all-materials.md) * [Partners Page](/configuration/organization-page/partners.md) * [BOM page](/project-design/create-a-project/bill-of-materials-bom.md) Still stuck? 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