Materials List

Overview

The Materials List Tab is a Tool within the Suppliers Application for tracking materials and inventory items used in purchasing and production. It supports keeping material identity, codes, categories, units, and costs available for supply orders.

How-To guides

• How to add a material — video walkthrough and step-by-step setup for Materials List

When to Use This Tool

• When you need to add a material before creating a purchase order
• When inventory or purchasing needs a consistent material name, code, and unit cost
• When you need to search or filter materials in your directory

What You Can Do in This Tab

• Review materials in card or list view
• Search and filter materials
• Add and update material records with category, unit, and cost details
• Keep materials available for selection on purchase orders

How This Tab Fits in the Application

Materials List defines what you buy and stock. It complements Suppliers & Vendors (who you buy from) and Supply Order (how purchase orders are created).

Notes and Limitations

• Material name and category are required before a material can be saved.
• Visibility and available actions can vary based on capabilities and access rules.
• Sample demo data may appear in documentation screenshots for illustration.