Articles on: Master data

I can add new materials



This guide explains how to add new materials in the admin panel.

Start by navigating to the Material section.

Step 1: Click on the admin panel, then proceed to the Products page. This will lead to the materials tab.

Here you will find a list of all materials created & a search/filter bar to find the desired material if needed.





Step 2: Click on the Add Material option.



Step 3: In the pop-up template, enter the material name.



Step 4: The Display Name will auto-fill based on the material name. Feel free to edit or enrich it. This name will appear in all external communications or documents.



Step 5: From the Material Group dropdown, select an option to categorize the material.



Step 6: Next, select a Material Family. This is a more specific categorization than the Material Group.



Step 7: Under Units & Parameters, select the default volume unit for the material. This unit will auto-fill by default.



Step 8: In the same template, add the complementary information. The Product Code is the internal code for this product. Codes are used for generating documents such as Annex 7. The Expected Quantity/Loading fields pre-fill the minimum quantity expected for this material.







To complete the process:

Step 9: Click on Save.

Updated on: 09/08/2024

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