Overview 

In QuickEasy BOS Professional, inventory, services and goods for resale are referred to as Materials. During the production process materials can be purchased, converted to finished goods, and sold. The process of issuing materials from inventory to production or to customers is referred to as a Materials Movement (Issue). 

These tutorials describe the various ways in which materials can be issued.

Navigation: Main Menu > Materials > Materials Movement

⚠️ For the transaction to be recorded the material item must be set up as an inventory item (i.e. it must have a location). 

The location, quantity and unit price must be filled in.

How to Create a New Materials Movement (Issue) Manually 

1. Navigate to Materials Movement.

2. Click New (button) > Issue (MMI).

3. Change the date (Default = today).

4. Select the Customer to invoice for the job from the dropdown list next to Customer, if applicable.

5. Select a Supplier from the dropdown list next to Supplier, if applicable.

   1. 1. • Note: Only select a Supplier if you are buying the material from a Supplier. Leave the Supplier field blank if the material item is already in stock. If you have accidentally selected a Supplier, use the backspace key to clear the field.

6. Type a Reference & Note.

7. Select an option next to Add:

   1. Custom: n/a to inventory items.

   2. Material 

      1. On the popup click View (button) to display a list of materials.  

      2. Select a material from the list.

      3. Click Select (button).

      4. Enter the quantity.

      5. Click Issue (button).

      6. Close the Find Material popup.

   3. D/Note: Copy a Delivery Note:

      1. Select a Delivery Note from the popup of outstanding Delivery Notes.

      2. Click Add (button).

      3. Click Close (button).

   4. S/Order: Copy a Sales Order:

      1. Select a Sales Order from the popup of outstanding Sales Orders.

      2. Click Add (button).

      3. Click Close (button).

   5. W/Order: Copy a Work Order:

      1. Select a Work Order from the popup of outstanding Work Orders.

      2. Click Add (button).

      3. Click Close (button). 

8. Click Status (button) > Active.

How to Change the Source Document 

This procedure shows you how to change the source document. For example, if you created a MMI from a Delivery Note, but want to create it from a different Delivery Note instead.

1. When creating or editing a Materials Movement (Issue):

   1. Click Actions (button) > Update the From Transaction.

   2. Choose a different source document from the list of available options on the popup.

   3. Click Update (button).

   4. Click Close (button).

How to Convert a Fixed Price to a Unit Price 

1. When creating or editing a Materials Movement (Issue):

   1. Right-click a line item that has a fixed price, but no unit price.

   2. Select Convert Fixed Price to Unit Price from the context menu.

   3. The fixed price will be set to zero and the unit price will be filled in.

How to Create a New Materials Movement (Issue) from a Sales Order 

If the material's Resolve setting = Reserve (Auto Issue) this step is unnecessary. No items will show up when you try to copy the Sales Order.

This step is necessary if the Resolve setting = Reserve.

1. Open a Sales Order (Main Menu > Customers > Sales Orders).

2. From the Sales Order, click Actions (button) > Copy to Materials Movement (Issue).

3. Select the Items to copy.

4. Click Copy (button).

5. Confirm the copy on the popup.

6. Edit and complete the Materials Movement (Issue).

How to Create a New Materials Movement (Issue) from a Work Order 

If the material's Resolve setting = Reserve (Auto Issue) this step is unnecessary. No items will show up when you try to copy the Work Order.

This step is necessary if the Resolve setting is Reserve.

1. Open a Work Order (Main Menu > Production > Work Orders).

2. Click Actions (button) > Copy to Materials Movement (Issue).

3. Select the Items to copy.

4. Click Copy (button).

5. Confirm the copy on the popup.

6. Edit and complete the Materials Movement (Issue).

How to Create a New Materials Movement (Issue) from a Delivery Note 

1. Open a Delivery Note (Main Menu > Customers > Delivery Notes).

2. Click Actions (button) > Copy to Materials Movement (Issue).

3. Select the Items to copy.

4. Click Copy (button).

5. Confirm the copy on the popup.

6. Edit and complete the Materials Movement (Issue).

How to Create a New Materials Movement (Issue) from a Supplier Debit Note 

1. Navigate to Supplier Debit Notes (Main Menu > Suppliers > Supplier Debit Notes)

2. Double-click a Debit Note to open it.

3. Click Actions (button) > Copy to Materials Movement (Issue).

   • Note: The option will be greyed out if the debit note is not linked to a material item.

4. Confirm the copy on the popup.

5. Edit and complete the Materials Movement (Issue).

How to Delete a Pending Materials Movement 

1. Navigate to Materials Movement.

2. Click View (button).

3. Right-click the applicable pending Materials Movement and select Delete from the context menu.