Materials are the core of the inventory system. Without materials in stock, how is a maintenance team member able to use an item for a work order? Your material list helps track what inventory you keep in stock, how much is in stock, and at what location.
Material List View
The material list is a grand list of all materials. This list is paginated, meaning, if there are over 15 materials, the list will split itself into pages.
Material Detail
Step-by-Step Guide to Adding Materials
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Navigate to Maintenance → Inventory → Materials → Action Dropdown → New Material
Set the Group Name for the new material. This will be used later in order to group all materials within reports pertaining to Maintenance Items. For example, light bulbs could have a group name of "Lighting".
Enter the name of the material/item.
Enter a unit of measurement. This will appear beside the individual price point in cost reports, as well as the master material list. (Ex: For a light bulb, a unit of measurement would be "Bulb" and will appear as $2.99/Bulb)
Enter an identifier code. This code can be comprise of numbers , or letters.
Enter the brand for this specific item.
Fill in the "Supplier" field, this is where the item is supplied from, for example, Home Depot.
Enter a starting quantity.
You can leave this field as “0” if you do not yet have any of this item in inventory.
Optional: Check the preferred flag checkbox. This signifies that the item is preferred over other items of the same type.
Click "Save".
Success! You have added a new material item. You can now use this item when setting costs to a work order.
