Material Summary

Overview 

In the context of inventory and production, materials refer to the Raw Goods, Components, or Supplies that are used in the manufacturing process to create Finished Products.

A Material Summary displays the main setup information of a material along with a summary of transactions. It is available from most context menus that include materials.

Navigation: Main Menu > Materials > Setup Materials > Right-click a Material > View Material Summary

View Material Summary 

The Material Summary is available from the Material's list view context menu.

Available Tabs

• Detail: The information from material setup: Detail (tab).

• Pricing: The information from material setup: Pricing (tab).

• Inventory:

  • The information from material setup: Inventory (tab).

  • A graphic representation of the stock movements for the past year.

• Dependencies: The information from material setup: Dependencies (tab).

• Transactions: A list of all transactions using this material.

Detail (tab)

• Code: The item's code (short description).

• Unit: A description of the item's unit.

• Active: A checkbox that if checked indicates the item is Active.

• Category: The category selected for the item on Detail (tab).

• Subcategory: The subcategory selected for the item on Detail (tab).

• Customer: The customer selected for the item on Detail (tab).

• Specification: Any specification notes filled in on Image & Notes (tab).

• Instruction: Any instructions filled in on Image & Notes (tab).

• Image: Any image uploaded on Image & Notes (tab). 

Pricing (tab) 

Units & Prices

• Unit: A description of the unit.

• Sell Price (Exc): The VAT exclusive Sell Price.

• Sell Price (Inc): The VAT inclusive Sell Price.

• /Qty: The quantity included in the Sell Price (Quantity per Unit).

Supplier Prices

• Supplier: The name of the supplier.

• Price (Exc): The Supplier's VAT Exclusive price.

• Price (Inc): The Supplier's VAT Inclusive price.

• /Qty: The quantity included in the price (Quantity per Unit).

• Unit: A description of the Unit.

• Total: The Price per Unit.

Inventory (tab) 

Inventory

• Location: The Location of the inventory.

• Unit: A description of the Unit.

• In Stock: The Quantity of the material In Stock.

• On Order: The Quantity of the material On Order.

• Reserved: The Quantity of the material Reserved.

• Available: The Quantity of the material Available.

• Unit Price: The Unit Price of the inventory at that location.

Checks

• Date: The Date of the Stock Check.

• Location: The Location that the stock was in.

• Unit: A description of the Unit.

• Est Qty: The Estimated Quantity that should be in stock.

• Act Qty: The Actual Quantity that was in stock.

• Var Qty: The difference between the Estimated and Actual Quantities.

Movement

• Chart: A chart depicting stock movements for the past twelve months.

Dependencies (tab) 

• Field Chooser (*): Allows users to add or remove columns.

• ID: The system-generated number for the dependency.

• Quote No.: The Quotation Number that needs this item.

• Description: The description of the item that is on the transaction.

• Category: The transaction's category.

• Specification: Details of the specification that appears on the quotation.

Transactions (tab) 

Filters

• Transaction Types: Transaction Types can be filtered by the following options:

  • All

  • Purchases

  • Inventory

  • On Order

  • Reserved

  • Work Orders

• Dates: Transactions can be filtered by the following dates:​

  • No Date (default) shows all transactions

  • Today

  • This week

  • This month

  • This year

  • Fin year

Fields

• ID: The system-generated number allocated to the transaction.

• Status: The Status of the transaction.

• Trans: A code indicating the Transaction Type.

• No.: The source document number.

• Date: The Date of the transaction.

• Created by: The username or Auto for automatically created transactions.

• Company: The name of the Customer or Supplier.

• Type: The impact on stock:

  • Issue

  • Receive

  • Order

  • Reserve

• Location: The Location from where the stock was taken.

• Qty: The Quantity of stock.

• Unit: The Unit that matches the quantity.

• Base Qty: The Stock Quantity in the Base Unit.

• Base Unit: The Base Unit (Inventory Unit) indicator.

• Price: The Stock Price.

• Total (exc): The transaction Total.

• Qty Out: The Reserved Quantity.

• Submenu

  • Open Transaction: Opens the original transaction.