Materials Settings

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

The following settings are required to use Materials:

User Settings

Navigation: Main Menu > Office > My Organisation > Double-click to open a Staff File > Settings (tab)

Copy Rules for the transactions listed below:  Allows a User to copy from one transaction to another. Options are Yes or No. 

• Customer Credit Notes - Copy to Materials Movement (Receive)

• Delivery Notes - Copy to Materials Movement (Issue)

• Materials Movement (Receive) - Copy to Materials Movement (Return)

• Materials Movement - Copy to Materials Movement (Receive)

• Purchase Orders - Copy to Materials Movement (Receive)

• Sales Orders - Copy to Materials Movement (Issue)

• Work Orders - Copy to Materials Movement (Issue Materials)

• Work Orders - Copy to Materials Movement (Receive Output)

• Work Orders - Copy to Materials Movement (Return Materials)

Default Transaction View > Materials Movement: Options are Today, All Pending, All Active, All Pending & Active.

Materials & Inventory > 

• • Inventory - Access Allowed: Options are None, Read-only, or Full Access.

  • Material Movement - Allow editing Date: Options are Yes or No.

  • Material Movement - Deleting Allowed: Options are Yes or No.

  • Material Movement - Edit Status on read-only transactions: Options are Yes or No.

  • Materials/Materials Price Manager - Access Allowed: Options are Yes or No.

  • Signage View - Access Allowed: Options are Yes or No.

  • Stock Check - Access Allowed: Options are None, Count only, or Full Access.

  • Transfer Orders/Material Movement - Access Allowed: Options are Yes or No.

• Default Locations: Options to select a default location from a dropdown list of all Locations.

  • Point of Sale (PoS) > Default Inventory Location 

  • Purchase Orders

  • Sales Orders

  • Work Orders > Default: Inventory Location (Material)

  • Work Orders > Default: Inventory Location (Output)

General Settings

Navigation: Main Menu > Settings > Settings & Defaults > Settings (tab)

• Materials & Inventory > Default - Days to Material Movement Receive (MMR) Expiry Date: A field to type in the number of days in the Value column.

• Materials & Inventory > Enable automatic costing on Inventory Items: 

  • Allows users to customise the cost price calculation.

  • Options are No (for no automatic costing), Weighted Average Price or Last Received Price.

• Materials & Inventory > Flexo Dies Category: Options to allocate a category from a dropdown list of categories.

• Materials & Inventory > Materials Movement Receive (MMR) - Set Quantity from Serial No.: Options are Yes or No.

• Materials & Inventory > Update Material when linked Estimate is copied: Options are Yes or No.

• Purchase Orders > Update Material Supplier Prices from Completed Purchase Order: Options are Yes or No.

• Customer Credit Notes > Inventory: Auto Receive Inventory when Customer Credit Note is changed to a Complete Status: Options are Yes or No.