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:
- Raw Materials: Basic, unprocessed items that are transformed into finished goods (e.g. wood, metal, chemicals).
- Work-in-Progress (WIP): Partially finished products that are still in the production process.
- 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.
The following settings are required to use Materials:
User Settings
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 - Copy to Supplier Invoice
- Purchase Orders - Copy to Materials Movement (Receive)
- Purchase Orders - Copy to Materials Movement (Return)
- Sales Orders - Copy to Materials Movement (Issue)
- Note: Versions before 26.05 show "Sale Order" in this caption.
- 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 Transactions 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, Full Access or Count Only.
- 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 > Default: Inventory Location
- Purchase Orders
- Sales Orders
- Work Orders > Default: Inventory Location (Material)
- Work Orders > Default: Inventory Location (Output)
General Settings
The defaults are the values for new databases and new users. Your database may have different values.
| Setting | Description | Default |
|---|---|---|
| Materials & Inventory > Default - Days to Materials Movement Receive (MMR) Expiry Date | Enter the number of days in the Value column. | 0 |
| Materials & Inventory > Enable automatic costing on Inventory Items |
| Weighted Average Price |
| Materials & Inventory > Flexo Dies Category | Options to allocate a category from a dropdown list of categories. | None |
| Materials & Inventory > Materials Movement Receive (MMR) - Set Quantity from Serial No. | Yes or No. | Yes |
| Materials & Inventory > Update Material when linked Estimate is copied. | Yes or No. Yes: when a Quotation line with an estimate is copied, the new line keeps the links to the materials linked to that estimate (the Dependencies tab of the material). | Yes |
| Materials & Inventory > Update Material when linked Estimate is copied | Yes or No. | Yes |
| Purchase Orders > Update Material Supplier Prices from Completed Purchase Order | Yes or No. | No |
| Customer Credit Notes > Inventory: Auto Receive Inventory when Customer Credit Note is changed to a Complete Status | Yes or No. | No |