Materials - Create and Update

Create and edit materials. Add materials. Update and delete materials.

Marjorie Galit avatar
Written by Marjorie Galit
Updated over a week ago

Dashboard > Materials


Adding Materials

  1. From the Dashboard, go to "Materials" module.

  2. In the Materials module, click on "+ Add Item" and fill in the item information.

General Information (Required*)

  • Item Name*: Name of Item

  • Unit of Measure*: Unit item will be measured by

  • Value (optional): Cost per item

  • Quantity (optional): Number of items being added

  • QR Item Code (optional): Link a QR code to an item through a QR number; for inquiries or requests on QR codes, please reach out to your designated CSM or to our support team

  • Cost Codes (optional): Select from your cost-code list

  • Classification (optional): Add Classification from the drop-down (classification needs to be set through time settings)

  • Tags (optional): Used to group items

Once you have filled in the necessary fields, click "Save" to continue. Your items will now be available in the materials list.


Editing Materials

When editing materials, click on the name of the material you wish to edit. The "Edit Item" page will pop up, which will allow you to edit all fields on this page.

  • Click "Update" to save changes

  • Click "Close" to cancel the changes you have made

  • Click "Delete" to remove the item from the materials list

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