The Materials module allows you to list all the materials you use in your business. This could be raw materials, components, and finished goods. All the items that you list in Materials will be available throughout the application - in Estimates, Production, Inventory management, Accounting, and Reports.
Find more about Materials & Inventory in the Materials Module.
Main menu > Setup > Materials & Inventory > View
Multi-select functionality allows you to Copy and Paste records from the grid to a spreadsheet.
Main menu > Setup > Materials & Inventory > Select Category > New
Main menu > Setup > Materials & Inventory > Right-click on Item > Edit
The Material Setup Interface consists of nine tabs. See below:
1. Detail
2.a. Units & Prices
2.b. Suppliers
4. Instructions
5. Quotations
6. Dependencies
7. Inventory
8. Transactions
You are able to create a Fixed Price List showing the various prices by quantity for Estimates, when the Estimate is added as a Material Category, for ease of over-the-counter quoting. For more on this, click here.
The appearance of this tab depends on whether or not the Material Item is Replenished as a Supplied item. If so, the Supplier tab will appear in order to allow you to link the list of Suppliers relevant to this Material Item.
This is where any image or specification related to the production of this Material can be listed. This is useful for production. The Reporting module has a report displaying the Material Items' Image and Spec detail in a menu-type layout of all materials and instructions. This is useful if printed as a booklet to aid production or manufacturing, as an instruction booklet showing the raw materials and how to make a certain product according to spec.
This is where users can list whatever instructions are required to manufacture the product. This can be as detailed as necessary to streamline production and reduce delays and errors.
The Quotation tab only appears when a Quotation is linked to the Material Item.
The Quotation tab shows all the Quotations linked to the Material Item.
When a Material has been created from an Estimate, the Quotation is automatically linked to the Material in the Quotations tab. From here, you're able to Update the Material from the Quotation by right-clicking and selecting Update Material from Quotation. See image right:
The Dependency tab shows which products use the Item in their costings (linked Quotes). The Dependencies tab looks for Estimates that are linked to this Material (not Materials that are linked to Estimates).
The Inventory tab is only visible on Inventory Items.
Therefore when you view Inventory Items, or add a Material Item to the Inventory by navigating to Menu and selecting Add to Inventory, the Inventory tab will be available.
This determines whether or not the Material Item is a Stock Item. To do so, navigate to the Menu button and click Add to Inventory. An Inventory tab will appear.
When you add a Material Item to the Inventory by navigating to Menu and then selecting Add to Inventory, the Inventory tab will automatically open.
The Transactions tab is only visible on Inventory Items.
Therefore when you view Inventory Items, or add a Material Item to the Inventory by navigating to Menu and selecting Add to Inventory, the Transactions tab will be available.
The Transaction window shows all Transactions linked to the Inventory Material Item.
This shows the history of every price change and adjustment against this Material Item. This tab lists Date, User, Detail (either Cost Price, Selling Price or Supplier Price), Unit, Old Price, New Price, Variance and the Variance %.
Watch this short video on how to create a Material Item: