1. PURPOSE<br>

# 1. Purpose

Instal-mat is designed for drawing up and editing bills of materials based on data files (referred to as the calculation files) of the InstalSystem software package. These bills may be modified and appended and consequently transformed into material orders or offers and printed. The bills are saved to Instal-mat files, referred to as the projects. You can also compile bills of materials by selecting products from material catalogues without using the calculation files.

Each bill of material can be edited by changing the quantities of products, prices, discounts (discount group) and VAT, and the currency, if necessary.

Instal-mat requires the use of material catalogues that provide information on products expanded in relation to that included in catalogues used by calculation software. Such expanded information includes, for instance, available versions (e.g. radiator colours) and delivery units. In addition, material catalogues contain descriptions of products that cannot be found in calculation catalogues, e.g. accessories, optional equipment, etc. Material catalogues are developed by InstalSoft.

Prices for the products are specified in price catalogues, which are linked to the material catalogues. Several price catalogues may be associated with one material catalogue. Lack of a price catalogue is admissible – the user can enter prices, and upon completing a project, he or she is prompted to save these prices to the user’s price catalogue.

Instal-mat makes no changes in bills of materials in calculation files – these are only read.

Instal-mat consists of four main tabs:

- Customer data

- General data

- Edit bill

- Print and export

There are two ways in which you can move from one tab to another:

- by selecting the tab directly in the upper part of screen,

- by using the “Back” and “Next” buttons in the upper right part of screen.

An additional button in the upper part of screen is used for saving the project in its current status in any location (tab) of the program.