Material inventory management

The Materials 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.
• Every material has a required base unit, picked from a fixed global set: pieces (Stk), mass (kg, g, t), length (m, mm, cm), area (m², cm²), and volume (m³, l, ml). Stock, reorder values, and valuation are always kept in the base unit; quantities can be entered in any unit of the same kind and convert automatically. Once a material has transactions, the base unit can no longer be changed.
• When materials are at or below their Reorder Level, a chip such as 3 materials below reorder level appears above the table. Select it to filter the list to exactly those materials; the Order suggestion column then shows what to buy — for example "1× Palette · HouseWorks". The suggestion prefers the preferred supplier line, covers the larger of the stock shortfall and the Reorder Quantity, and respects the line's minimum pack order.

Add or edit materials

1. Select Add Material, or open an existing material and choose Edit Material, to launch the form dialog.
2. Work through the General and Inventory tabs. The form validates required inputs like status, base unit, and category while allowing optional notes or reorder guidance.
3. Upload a reference photo so colleagues can recognise the item in the field.
4. Save to create a new record or update the existing one. Success and error messages confirm the result immediately.

Suppliers, packs, and discounts

• Link supplier lines with a pack size entered as quantity plus unit, price per pack, currency, minimum order, lead time, validity, and preferred-supplier status. A pack in the same unit kind as the base unit converts automatically; a cross-kind pack, such as a weighed bag of piece-counted screws, also needs its explicit equivalent in the base unit (for example 2 kg = 120 Stk).
• Add Discounts per line: percent or a fixed amount, applying always, from a minimum quantity in base units, or from a minimum order value. When several rules match, the single best one for the buyer wins — discounts are never stacked. A vendor organization can carry default rules that cover all of its lines without own rules; such lines are marked Org default.
• The supplier card on the material detail page compares lines at a glance: pack price plus the effective unit price at the minimum order, such as "≈ €5.00/Stk", with an asterisk when a discount is applied. A star marks the preferred supplier.

Record stock movements

• Use the Material withdrawal action in the page header — or the command palette — to open an outbound transaction directly. All movements are managed in Material transactions.
• Generate a QR code from the material detail page to label shelves or bins. Scanning it opens the transaction form with the material preselected; pick beforehand whether the code records an inbound, outbound, or adjustment movement, then download it as SVG or PNG. You can also copy the same deep links directly from the page header.
• The detail page shows the current quantity and a stock-history chart reconstructed from non-archived transactions. Transactions on the same date are combined into one daily balance.
• It also shows the moving-average unit cost, current stock value, and the selected valuation policy. Inbound transactions with cost update the average; outbound movements reduce stock using that average.

Connect to related workflows

• Use Serialized units on the detail page for identified one-off pieces. Each unit can store a label, serial number, condition, photo, acquisition cost, and source bill, and can be reserved or consumed individually.
• Reference materials inside projects, tasks, or work orders to keep operational planning aligned with real inventory levels.
• Production runs can consume both bulk quantities and individual serialized units, keeping the material balance in the same transaction ledger — see Production.
• Bills can propose material stock intakes from their line items — see Bills.

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.
• When the valuation policy is Inventory asset, stock movements can create inventory journal entries so material value stays on the balance sheet until consumption.
• Combine the catalog with Reports to analyse consumption trends and predict upcoming replenishment cycles.