The Materials module is designed for tracking materials for specific jobs. It provides a separate material list outside of invoice-related items, allowing for detailed management and tracking of materials throughout the project lifecycle.
Materials List View
Search & Filter
Search field
Allows searching for specific materials
"Stage" Button
Filters materials by their current stage
"Advanced Filter" Button
Opens detailed filtering options
"Expand/Collapse" Button
Toggles expanded view of material details
Sort Options
Clear
Removes all applied sorting
Product
Sorts the list by product name or identifier
Contract Item
Arranges materials by associated contract items
Category
Sorts by material category
Stage
Organizes materials by their current stage
Phase
Sorts by project phase
Cost Code
Arranges materials by associated cost codes
Job / Contract
Sorts by linked jobs or contracts
Vendor
Arranges materials by vendor
Procurement
Sorts by procurement status
Type
Organizes materials by type
Product Group Code
Sorts by product group classification
Hand
Likely sorts by handling or storage information
Vendor No
Arranges materials by vendor identification number
Additional Features
"+" Icon: Adds a new material record
Select Product
Choose a Product / Service to add as a Material record.
Manual Entry
Add a new blank Material record.
Bid
Choose items to create a Material record with from an associated Bid record.
Change Order
Choose items to create a Material record with from a Change Order within a related Contract record.
"↻" Icon
Refreshes the list view
"📄" Icon
Likely generates reports related to materials
"⚙️" Icon
Opens additional options or settings
Column Headers
PRODUCT
Displays the name or identifier of the material
PROCUREMENT
Shows the procurement status or method
STAGE
Indicates the current stage of the material in the process
STOCK
Displays the current stock level
RESERVED
Shows the quantity of material reserved for projects
DONE
Indicates completed or used materials
UNFULFILLED
Shows the quantity of materials not yet fulfilled
TICKETS
Likely relates to work tickets or issues associated with the material
Advanced Filter - Materials
Product
Filter by specific product or material name
Purchase Order
Search by associated purchase order number
Purchase Date
Filter materials by their purchase date
Type
Select specific types of materials
Quantity
Filter by quantity of materials
Notes
Search within notes added to material records
Received Date
Filter by the date materials were received
Product Group Code
Search by product group classification
Unit
Filter by unit of measurement
Activity
Search based on associated activities
Production Date
Filter by production date of materials
Hand
Additional Material data.
Stage
Filter materials by their current stage in the process
Procurement
Search based on procurement method or status
Staging Date
Filter by the date materials were staged
Vendor No
Search by vendor identification number
Cost Code
Filter by associated cost codes
Contract Item
Search for materials linked to specific contract items
Ready Date
Filter by the date materials are ready for use
Vendor
Filter materials by specific vendors
Opening
Likely relates to initial stock or order quantities
Shipping Date
Filter by the date materials were shipped
Client
Search for materials associated with specific clients
Assigned via Job / Contract
Filter materials assigned to specific jobs or contracts
Phase
Search by project phase the materials are associated with
Additional Filter Options
Unfulfilled
Show only unfulfilled material orders
Active
Display only active material records
Missing Linked Product
Show materials missing linked product information
Stored Material
Filter for materials currently in stored
Archive
Display archived material records
Incomplete Work Tickets
Show materials with incomplete associated work tickets
Common Workflow Questions
How do I add a new material to track for a specific job?
Can I link materials directly to purchase orders within the system?
How do I update the stage or status of multiple materials at once?
What's the process for reconciling material quantities with physical inventory?
How can I generate a report of all materials for a specific project or contract?
Is it possible to set up alerts for low stock or unfulfilled material orders?
