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. You can also search for materials by name or identifier to narrow the list, and reduce the number of materials seen on the screen. The Material list shows a small summary for each material item in a row. This summary detail includes; Group, Name, Identifier, Preferred Material status, and Total Quantity. From this view, you can also access Inventory actions via the Action Dropdown.
Material Detail
When you click on a material from the list view, the detail view for that specified item is opened. The detail view shows all of the pertinent information regarding a material such as Grouping, Identifier, Unit of Measurement, Cost per Unit, Brand, Supplier, Preferred Status, Total Quantity, and Location Quantities.
Step-by-Step Guide to Adding Materials
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 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.
