Here's a polished version that breaks this into clearer sections and maintains your help article style:
Creating Mix Designs (Material Sales -- Sites, Products & Inventory)
Before creating a mix design, you must first create a Mix Type. Both the mix type and the mix design must be set to Active status in order to be added to bids.
Required Fields
- Mix Design Name -- Must be unique across all mix designs
- Mix Design ID -- Must be unique across all Product IDs. This ID is shared with the Product Master, and the mix design will automatically appear on the Products page once created.
- Unit of Measure -- Select either Tons or Each
Optional Fields
Additional fields are available for internal reference, including:
- JMF Number
- Year
- Notes or descriptions
These fields do not impact downstream functionality but may be useful for tracking or compliance purposes.
Adding Products to Mix Designs
Once the mix design is created, you can define its composition by adding input products and their percentage contributions.
The total percentage of all input products cannot exceed 100% but does not need to equal and can be less than 100%. This allows you to define only the components relevant to your pricing or inventory tracking needs.
Using Price Indexes with Mix Designs
Price indexes can only be applied to products that are part of a mix design. To use price indexes:
- Add the price-indexed product to the mix design
- Define what percentage of the mix design that product represents
For example, if DOT Asphalt is a price-indexed product that makes up 5% of Mix Design A, BulkSource will calculate pricing based on 5% of the total quantity ordered. If a customer orders 10 tons of Mix Design A, the system will apply the DOT Asphalt price index to 0.5 tons (5% of 10 tons).
This allows automated price adjustments for volatile input materials without requiring manual recalculation on every quote or order.
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