Creating a Material
March 25, 2019
Inventory Management
Our product is often updated to improve your overall experience and we try our best to keep our tutorials up to date! If you feel that something may be out of date or difficult to understand, please do not hesitate to contact us at!


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.

Related Tutortials