Creating and Managing Plants

Created by Jared Hislop, Modified on Tue, 15 Sep at 11:07 AM by Jared Hislop

Plants are the physical locations where you source Materials like asphalt, base, rock, and stone, or where you return Materials like millings.


TABLE OF CONTENTS


View our Plants video on YouTube


Other helpful videos associated with Plants:


Bitumio > Left Navigation Bar > Product Settings > Plants


Within the Organization Plants screen, each Plant is displayed and their information tabulated via various columns that include Plant Name, Address Line 1, and ZIP.



You can search for a specific plant using the search bar at the top-right corner of the grid.



By default, 10 records are displayed per page. However, you can set it to 25, 50, or 100 using the dropdown at the top-left corner.



Creating a Plant


Step 1: Click the button located at the top-right corner of the grid.



Step 2: Upon landing on the Create Plant screen, enter the name of the Plant using the Name field.



Step 3: Enter the contact number of the plant in the Phone field.



Step 4: Use the Address Line 1 to record the physical address of the plant.



Step 5: Select the type of Material this Plant supplies using the Type dropdown under the 'What Material does this Plant supply? (Required)' heading.



Step 6: Enter the cost of the Material to buy from the Plant using the Rate field.



Step 7: If you want to add another Material the Plant supplies, click the button. This adds another row having the Type dropdown and Rate field.



Step 8: If you do not see the desired Material in the dropdown list, you may add a Custom Material Type. Click the button to open the Add Custom Material Type popup.



Step 9: Here, use the Name field to enter the custom material type name. Once entered, click the  button.



Step 10: Once the details of the plant are recorded, click the button.



Updating a Plant


Step 1: To update, click a Plant name or choose 'Update Plant' from the Actions menu icon. Either takes you to the Update Plant screen where you can edit the details of the selected Plant.



Step 2: Once the required changes are made, click the button.



Deleting a Plant


Step 1: From the Organization Plants screen, find the Plant you wish to delete and click the icon under the Actions column. From the options displayed, choose 'Delete.'



Step 2: Doing so displays a confirmation popup. To confirm, click the  button.



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