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

Button Description
ResetResets the selected Data Filters.
ViewGenerates a report based on the selected Filters.
NewCreates a new material.
EditLets you edit the fields.
OutputLets you 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
    • Lets you update Checklists for the selected materials.
    • If the materials are not linked to Categories with Checklists, nothing happens.
  • Format: Formats the descriptions of the selected materials 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: Lets you add or edit Categories.
    • Edit Locations: Lets you add or edit Locations.
  • Import: Online Library: Imports materials 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 lets you 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

Filter Description
CategoryLets you select all or a specific Category.
LocationLets you select all or a specific Location.
SupplierLets you select all or a specific Supplier.
StatusLets you select all or a specific Status.
DataFilters 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: Materials that fail their checklist criteria set for their category.
Inventory ItemsCheckbox to only show materials that are Inventory items (where a location was added in the Inventory tab).

Fields Explained

Info

Fields marked in green (✎) can be edited.

Field Description
Column Chooser (*)Lets you add or remove columns.
StatusDisplays the current status of the material.
IDThe system-generated number allocated to the material.
DescriptionUser-provided description of the material.
SpecificationUser-provided specification of the material.
ReferenceUser-provided reference of the material.
CodeCode allocated to the material (can be user-provided or auto-generated).
UnitThe Base Unit (Inventory Unit) selected for the material. (Default = ea (each)).
CategoryThe category selected for the material.
SubcategoryThe subcategory (linked to the main category) that was selected for the material.
CustomerThe customer account if the material is linked to a specific customer.
Account - SalesThe Sales Account selected for the material.
Account - CoSThe Cost of Sales Account selected for the material.
Account - InvThe Inventory Account selected for the material.
TrackingThe tracking option selected for the material (e.g. Batch or Serial No.).
ResolveThe resolve option selected for the material (what action to take).
TypeThe type of material (e.g. Raw Materials, Finished Goods) selected.
DepthThe user-provided dimension depth.
WidthThe user-provided dimension width.
HeightThe user-provided dimension height.
WeightThe user-provided dimension weight.
Unit (Weight)The weight of one unit.
Price TypeThe 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 and 100).
Round UpThe number by which the price is rounded up.
Checklist
  • If the material fails its checklists, the applicable checklist code appears in red.
  • If the material passes its checklist, the applicable checklist code appears in green.
  • This column is blank for materials with no checklists.
Status NoteThe note entered the status bar.
AttachmentsIndicator that the material has attachments.
Linked EstimatesThe numbers of all the estimates linked to the material.
CostingsIndicates whether a Production Estimate Costing is linked to the material.
Add to DescriptionCheckbox to indicate if the material description is added to the estimate description.
Menu (...)A submenu that lets you:
  • Edit the material.
  • Copy the material to create a new item.
  • Delete the material (if it is not used in transactions).
  • View Material Summary: Displays a summary of the material.
  • View Audits: Displays all the transaction changes along with the username and date.

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