A. Item Name:

This is a required field and cannot be left blank.

Enter the common name for the item. This name is visible on proposals and when estimating.

1" Backflow, Amethyst False Spiraea, Compost

B. Item Type:

This is a required field and cannot be left blank

Select the item's Type from the available dropdown menu.

Types are predetermined by Aspire and can't be customized.

Choose from Labor, Material, Sub, Equipment, or Other

C. Category Name:

This is a required field and cannot be left blank.

Used to group kinds of Items.

Gravel, Stone, Trees/Shrubs Hardscape, Perennial, or Chemical.

D. Item Alternate Name:

This is a required field and cannot be left blank.

Often the same as Item Name, but can be used for botanical name or other name for customer facing documents.

If you are not using an alternate name, then insert Item Name.

Additional info on where names are visible through Aspire can be found by clicking the Item Alternate Name header in the spreadsheet.

1" Backflow, Astilbe a. 'Amethyst' VIO/PK, Compost

E. Item Description:

This note becomes available when the item is placed onto a service in the estimate.

Additionally, you can choose to include it in the layout for a proposal as extra information for the customer.

Compost for landscaping side yard, gravel to cover driveways, covers full day of work

F: Item Code:

Code used by you or your vendor to identify an Item.

G. Purchase Unit Cost:

This is a required field must be two decimals and cannot be left blank.

Cost is what you pay for the item prior to any markups.

You can include tax in the cost if you pay sales tax and do not charge sales tax to the customer, states vary.

12.22, 5.00, 100.00

H. Purchase Unit Type Name:

This is a required field and cannot be left blank.

Specify the unit of measure that provides the basis for ordering the item from a vendor.

Unit types are customizable and defined by the user.

2 gal, 40 lb bag, 2" B&B

I. Allocation Unit Type Name:

This is a required field and cannot be left blank. Often the same as Purchase Unit this is the unit of measure for the item when it is allocated or sold to the job.

Unit types are customizable and defined by the user.

ea, 1 gal, oz

J. Allocation:

This is a required field and cannot be left blank.

The conversion factor to get is from Allocation Unit to the Purchase Unit.

Most items will have conversion of 1:1.

Examples include:

Purchasing a yard of mulch and allocating a yard of mulch.

Another example would be: Purchasing 1 ton of Salt ➡️ Allocating it by the Pound ➡️ the conversion would be 2000. Enter a single number in the Allocation column.

2000, 1, 50

K. Allocation Unit Price Item Override:

Use this field if you need to override the price based on your Allocation.

Set the unit item override price directly at the catalog level, ensuring the correct price is used in estimates.

When an item with an override price is added to an estimate, Aspire uses the catalog price as the overridden price.

0, 500, 49

L. EPA Name:

Enter your materials' EPA name if reporting on chemical usage.

2217-976, 2217-976

More examples of chemical usage reports can be found by clicking the EPA Name header column in your downloaded spreadsheet.

M. EPA Number

This would be your materials’ EPA number if you need to report on chemical usage.

N. Inventory:

This is a required field and cannot be left blank.

Enter 1 or Yes if this is an Item you will keep in your inventory.

Enter 0 or No if it is not.

1,0,0

0. Available to Bid:

This is a required field and cannot be left blank.

For your initial item import, items will be marked as 1 or Yes for all items. If the item is marked as Available to Bid, your Aspire employees will be able to use it during bidding.

If you are doing a import of items after your initial import, then you can use 0 or No to mark the item as Not Available to Bid.

1

P. Allocate From Mobile

This is a required field and cannot be left blank.

This will make the equipment item available to be allocated from Aspire Mobile.

Use 1 or Yes to mark this item available to be allocated from mobile.

Use 0 or No to make this item unavailable to be allocated from mobile.

Use 0 or No if you do not plan to allocate from mobile.

1

Q. Takeoff Item Name:

Use this field to set an Item Takeoff Name.

Make sure your Takeoff Names are created in your system before completing your import!

If the name does not match a Takeoff Item in your system, it will be tied to a Takeoff that most closely relates to a Takeoff that exists in your system.

R. Material Item ID 1:

Enter or customize the unique identifier of any item type (material, equipment, etc..) except kits to utilize as tags.

These tags can then be selected when creating an estimate and then used to generate Reports.

S. Material Item ID 2

Enter or customize the unique identifier of any item type (material, equipment, etc..) except kits to utilize as tags.

These tags can then be selected when creating an estimate and then used to generate Reports.

T. Branches:

This is a Required Field and cannot be left blank.

Allows your branch admins to set the branches for which the item can be used. Use a | symbol (pipe symbol) to add multiple branches in this field.

If the Item should be available for all branches, write ALL Branches in this column.

Main | Jefferson | South | Western, ALL Branches, Main