Materials List View

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. These can be classified into three main categories:

1. Raw Materials: Basic, unprocessed items that are transformed into finished goods (e.g., wood, metal, chemicals).

2. Work-in-Progress (WIP): Partially finished products that are still in the production process.

3. Finished Goods: Completed products ready for sale or distribution.

Effective management of materials in inventory helps optimise production, reduce costs, and ensure the timely availability of resources needed for manufacturing.

Navigation: Main Menu > Materials > Setup Materials

List View: Default View

Buttons Explained

• Reset: Resets the selected Data Filters.

• View: Generates a report based on the select Filters.

• New: Creates a New Material Item.

• Edit: Allows users to edit the fields.

• Output: Allows users to Print, Preview, Email, or SMS various reports.

• Actions

  • Batch Update

  • Changes the major fields and those on the Detail tab for all the selected records. The available options are:

    • Account - Cost of Sales

    • Account - Inventory

    • Account - Sales

    • Add Inventory

    • Add to Description

    • Category (This field can only be updated if all the selected Categories have the same Type).

    • Customer

    • Depth

    • Height

    • Price Type

    • Resolve

    • Round Up

    • Status

    • Subcategory

    • Tracking

    • Type

    • Unit (Weight)

    • Weight

    • Width

  • Update Checklist

    • Allows users to update Checklists for the selected material items.

    • If the material items are not linked to Categories with Checklists, nothing will happen

  • Format: Formats the descriptions of the selected material items into sentence case.

• Menu

  • Views

    • Default: Changes the view to the default list view.

    • Signage: Changes the view to the Signage view.

  • Settings

    • Edit Categories: Allows users to add or edit Categories.

    • Edit Locations: Allows users to add or edit Locations.

  • Import: Online Library: Allows users to import material items from the Online Library.

  • Export

    • Email Excel: Opens the default email template and attaches the list of materials as a .xlsx file.

    • Email Substrates (Phoenix): Opens the default email template and attaches the substrates for the selected Category (paper or board) as a .csv file that can be imported into Phoenix.

    • Export Grid: Generates a .xlsx file with the current grid and allows users to choose a save location on the server.

  • Layout

    • Auto Row Height: Formats the rows of the current view to fit on the screen.

    • Auto Column Width: Formats the columns of the current view to fit on the screen.

    • Save Grid: Saves the current grid view.

    • Restore Grid: Restores the default grid view.

Filters Explained

• Category: Allows users to select all or a specific Category.

• Locations: Allows users to select all or a specific Location.

• Supplier: Allows users to select all or a specific Supplier.

• Status: Allows users to select all or a specific Status.

• Data: Filters the data based on checklist criteria as follows:

  • • All: Shows all records.

    • Pass: Materials items that meet the checklist criteria set for their category.

    • Fail: Material items that fail their checklist criteria set for their category.

• Inventory Items: Checkbox to only show materials that are Inventory items (i.e. where a location was added in the Inventory (tab)).

Fields Explained

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

• Status: Displays the current status of the material item.

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

• Description: User-provided description of the material item.

• Specification: User-provided specification of the material item.

• Reference: User-provided reference of the material item. 

• Code: Code allocated to the material item (can be user-provided or auto-generated).

• Unit: The Base Unit (Inventory Unit) selected for the material item. (Default = ea (each)).

• Category: The category selected for the material item.

• Subcategory: The subcategory (linked to the main category) that was selected for the material item.

• Customer: The customer account if the material item is linked to a specific customer.

• Account - Sales: The Sales Account selected for the material item.

• Account - CoS: The Cost of Sales Account selected for the material item.

• Account - Inv: The Inventory Account selected for the material item.

• Tracking: The tracking option selected for the material item (e.g. Batch or Serial No.).

• Resolve: The resolve option selected for the material item (i.e. what action to take).

• Type: The type of material (e.g. Raw Materials, Finished Goods) selected.

• Depth: The user-provided dimension depth.

• Width: The user-provided dimension width.

• Height: The user-provided dimension height.

• Weight: The user-provided dimension weight.

• Unit (Weight): The weight of one unit.

• Price Type: The selected price type from the options: Unit Price (e.g. $10 / unit), Fixed Qty (e.g. $900 for 1000 units), or Price Range (e.g. $10 ea for units between 0 & 100).

• Round Up: The number by which the price is rounded up.

• Checklist

  • If the material item fails its checklists, the applicable checklist code is shown in red.

  • If the material item passes its checklist, the applicable checklist code is shown in green.

  • This column is blank for material items with no checklists. 

• Status Note: The note typed into the status bar.

• Attachments: Indicator that the material item has attachments.

• Linked Estimate: The numbers of all the estimates linked to the material item.

• Costing: Indicates whether or not a Production Estimate Costing is linked to the material.

• Add to Description: Checkbox to indicate if the material description is added to the estimate description.

• Menu (...): A submenu that allows users to:

  • Edit the material item

  • Copy the material item to create a new item

  • Delete the material item (if it has not been used in transactions)

  • View Material Summary: Displays a summary of the material item.

  • View Audits: Displays all the transaction changes along with the username and date.