Creating a Material
March 25, 2019
Inventory Management
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Materials

You can access your Materials by clicking on Inventory > Materials.

Materials are inventory tracked as a raw material used to produce a finished good or to complete a job. Generally ordered from vendors.

Creating A Material

Click on "New Material" to begin creating a new Material. Below is a description of the fields on the form.

Material Name - This is a specific name of the Material.

Vendor(s) - Add any vendor(s) to a Material as applicable. This field is used to auto generate purchase orders when material stock is low.

UPC - Existing Material UPC codes can be entered here.

Customer Part # - This field is generally not needed when creating a material.

Category - If you have different types of Materials that are categorized, then create a new category for the Material or select an existing Material category from the dropdown.

Description - Add a general material description here for operators and employees to reference on the job ticket.

Stock Unit of Measurement - This is the unit that you'd like to use to track the Material. Units are categorized into three distinct types (weight, length, and quantity)

Initial Stock on Hand - This is the amount of Material that is currently available and in stock.

Cost Per Unit - This is the cost per unit. This is used to generate an average job cost in the system.

Unit Dimension - Add a dimension to the Material if applicable. This only displays when a weight or quantity unit is selected as a Stock Unit of Measurement.

Unit Weight - Add a weight to the Material if applicable. This only displays when a length or quantity unit is selected as a Stock Unit of Measurement.

Stock Inventory - Enable Stock Inventory if you'd like always have a certain amount of the Material on-hand. WorkClout will notify you when the inventory reaches the a % margin near the Safety Inventory.

Safety Amount - Enter in the amount of the inventory that you'd always like to have in stock.

Safety Margin - Enter in the percentage in which you'd like to be notified when to restock. (e.g. when Material amount is 10% near 100, then let me know to restock)

Editing A Material

You're able to edit a Material at any time. This includes the quantity and safety quantity.

You can edit by first locating the Material and then clicking on (•••) > Edit.

Note: If you're editing the quantity on the Material, our system will ask if you'd like apply the change to the sub-components as well before making the update.

Need to remove a Material? You can archive a Material by first locating it and then clicking on (•••) > Archive.

Archiving a Material will hide it from view and disable it from being produced in future jobs. You can unarchive a Material at any time.

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