Materials

Creating and Editing Materials

Materials are the raw components or ingredients used to make your products. This article explains how to create, edit, and manage materials in the system. Adding New Materials There are three ways to create a new material: 1. Click the “Add” button to create a material from scratch 2. Copy an existing material by opening it and clicking “Copy” 3. Import your materials from a CSV file. See more here To edit a material, open its details by clicking on its name in the materials list, then click “Edit”. Material Details Name The name of the material. Stock Level The initial quantity of the material in your inventory. Unit of Measure The unit used to track this material (pieces, kg, liters, etc.). Minimum Stock Level You can set a minimum stock level for each material that you want to maintain in inventory. When the actual stock falls below this minimum, a red indicator dot will appear next to the material's stock level in the list view. If you have multiple storage locations for materials, minimum stock levels can be set separately for each location. Price When creating a material, you can specify its price, which helps calculate your product costs. Setting a price is optional, but materials without prices won't be included in cost calculations. Categories You can organize materials into categories for easier navigation. A material can belong to multiple categories. In the materials list, click on a category name to quickly filter the list. Supplier You can specify who supplies this material. Notes The notes field is for any additional information you find useful. Files You can attach files to your materials, such as images, specification documents, or any other relevant information. This can help you keep all material-related information in one place for easy reference.

Material Details View

The material card contains complete information about a material, including stock levels, planned operations, transaction history, and additional parameters. Basic Information Material Name The primary name of the material Storage Location Shows the currently selected material storage location. Clicking on the storage location name opens a window displaying this material's stock levels across all storage locations. SKU The material's stock keeping unit. Only displayed if the "Show SKU for materials" option is enabled in settings and an SKU is assigned to this material. Stock Level Current actual quantity of the material at the selected storage location at this point in time. Clicking on the "Stock Level" field opens a window for quick stock level updates. Planned Expected stock level changes based on planned operations. Can be either positive (expected inflow) or negative (expected consumption). Only displayed when there are planned operations. Clicking on the "Planned" field opens a window with detailed breakdown of planned operations. Total Forecasted total stock level including planned operations. Only displayed when there are planned operations. Minimum Minimum stock level below which the material needs replenishment. Price Unit cost of the material. The material card shows the most current price for the material. When calculating production costs, the system will account for the actual cost of materials in inventory. Learn more about this in the production costing article. Supplier The material's supplier. A material can have multiple suppliers. Categories Categories to which the material belongs. A material can belong to multiple categories. Products If the material is used as a component in other products, this displays a table showing those product names and the quantity of this material used in each. Transaction History The bottom section of the card contains a table with all operations involving this material. This table includes all operations: - Purchases - Adjustments - Production - Transfers - Write-offs - Audits - Material creation Editing Operations in History Clicking on "Material creation" allows you to adjust the initial stock values and price that were specified when creating the material. Clicking on an "Adjustment" also allows you to modify that adjustment value. Planned Operations Planned operations in the history are displayed with a clock icon. The operations history includes a filter to display only actual or only planned operations.

Quick Stock Level Update

When viewing your materials list, you can click on the stock level of any material to open a quick stock level update dialog. From this dialog, you can either: - Simply adjust the material's stock level - Create a new purchase

Importing and Exporting Materials

Importing Materials You can import your materials from a CSV file. To do this, click on the three dots next to the “Add” button and select “Import”. Requirements for the CSV file: - Each row should represent one material - Columns can be in any order - The file may include a header row - The file must use UTF-8 encoding After uploading the CSV file, match the file columns with the system fields and confirm the import. Exporting Materials List You can also export your materials list in CSV or XLSX format. To do this, click on the three dots next to the “Add” button and select “Export”. Then choose your preferred file format. The export will include the materials currently displayed on screen. If you need to export only specific materials, you can filter them first and then export the filtered results. Exporting Material History You can export the transaction history of a material. From the material details screen, click on the three dots in the upper right corner. Then select “Export history” and choose your preferred file format.

Choosing the Unit of Measure

Guidelines for choosing material units of measure Select Units That Are Easy to Understand For small quantities of material, use appropriate units of measure. For example, if a product uses 0.0001 kg of material, record this as "0.1 g". This: - Makes information easier to read - Ensures accurate calculations The system will automatically perform all necessary conversions during production, guaranteeing correct cost calculations. Use Larger Units for Greater Volumes For significant quantities of material, choose an appropriate scale. For example, if a product uses 10000 g of material, it's more convenient to record this as "10 kg". This: - Makes information more intuitive - Ensures accurate calculations The system will automatically handle all necessary conversions when calculating costs and deducting materials from inventory. Flexibility in Changing Units of Measure You can change a material's unit of measure at any time. When you do: - All existing operations will remain accurate - Inventory levels will be automatically recalculated Need a Unit of Measure That Isn't Available? If you require an additional unit of measure, contact us via chat or email. We're ready to add the options you need.

Deleting a Material

To delete a material, open its details page and click the "Delete" button. You can also delete multiple materials at once. Select them from the materials list and click "Delete" in the bottom popup menu. Warning: Material deletion cannot be undone. It will be impossible to restore a deleted material. How does material deletion work? The material will be removed from all products where it was used as a component. All existing purchases, write-offs, transfers, and other operations involving this material will remain unchanged. The material will still appear in their composition but will be displayed with strikethrough formatting. You can edit these operations and remove this material from them if needed. The material will also continue to appear in the list of used materials in production runs. However, when updating a production run, the system will apply the current product composition, which no longer includes the deleted material. As a result, this material will disappear from the production run.