Inventory Management
Material inventory management
Structure your material catalog, capture supplier details, and keep reorder levels under control.
Material inventory management
The Materials workspace keeps every consumable, spare part, and accessory available to your teams. Use it to maintain a searchable catalog, attach supplier master data, and decide when to replenish stock.
Organize your catalog
- Browse a fully filterable table. Search by title, filter by category, and hide or show columns without losing your preferences thanks to the persistent table state.
- Store structured attributes such as unit, status, and reorder thresholds so downstream modules can reference the same definitions.
- Generate QR codes straight from the table to label shelves or bins. Scanning a code takes you back to the material detail page for quick edits or stock checks.
Add or edit materials
- Select Add New Material or open the row menu and choose Edit Material to launch the form dialog.
- Work through the General and Inventory tabs. The form validates required inputs like status, unit, and category while allowing optional notes or reorder guidance.
- Upload reference photos to the dedicated media section so colleagues can recognise the item in the field.
- Save to create a new record or update the existing one. Success and error messages confirm the result immediately.
Connect to related workflows
- Use the context menu to open stock adjustments in Material transactions without leaving the list.
- Link suppliers and price agreements in the material form so inbound transactions automatically calculate pack sizes, unit costs, and currencies.
- Reference materials inside projects, tasks, or work orders to keep operational planning aligned with real inventory levels.
Stay audit-ready
- Track who created or updated a material via the activity data shown in the table.
- Use saved views to separate active stock from archived items and export data whenever you need to share it with finance or procurement partners.
- Combine the catalog with Reports to analyse consumption trends and predict upcoming replenishment cycles.