Aide en ligne SIGLS - OMH Kativik - MAJ 2024-11-27

Creating a Material

<Accueil » Procurement » Creating a Material

Procedure

  • Go to "Procurement -> Inventory -> Material".
  • Click the "New" button.

The "General" Tab

 

  • The "Material" field is mandatory. This field enables you to enter a material code (10 characters maximum).
  • The "Total Qty" field provides the quantity for this material within the agency. This field cannot be modified manually.
  • The "Description" field is mandatory. This field enables you to enter the material's description, in French and English.
  • The "Category" field is mandatory. This field enables you to associate the material to a material category.
  • The "Sub-Category" field is optional. This field enables you to associate the material to a material sub-category.
  • The "Material Group" field cannot be modified. This field provides, if applicable, a value in accordance with the selected category.
  • The "Unit Price" field is mandatory. This field displays the 0.00 value by default, which can be updated by the user manually, or automatically following a purchase order update.
  • The "Price Volume" field is optional. This field can be updated by the user manually, or automatically via the purchase order.
  • The "Average Cost" field is mandatory. This field displays the 0.00 value by default, which can be updated by the user manually, or automatically following an order reception update.
  • The "Quantity to Order: Min. Max." field is mandatory. This field enables you to indicate a minimum and maximum quantity to be ordered.
  • The "Unit" field is mandatory. This field enables you to indicate the unit of measure used for quantifying the material (e.g. "Box", "Roll", "Square Foot", etc.)
  • The "Weight" field is optional. This field enables you to indicate the material's weight in pounds or kilograms.
  • The "Measures" field is optional. This field enables you to select the system of measurement used for the material's dimensions (Metric or Imperial).
  • The "Thickness", "Width", "Length" and "Volume" fields are optional. These fields enable you to indicate the material's dimensions, according to the system of measurement specified in the "Measures" field.
  • The "Previous Material Code" field is optional. This field enables you to indicate, if applicable, the material code used in the past.
  • The "Comment" field is optional. This field enables you to enter a comment related to the material.
  • The "Picture" field enables you to attach a picture of the material.
    • When a picture is associated to a material, it can be displayed in the list of materials.
  • The "Managed Warehouse Location" checkboxes enable you to select one or several warehouses where the material is maintained in inventory.
    • The "Minimum Threshold" and "Maximum Threshold" fields are optional. These fields enable you to define a minimum and maximum number of items to be normally maintained in inventory. These two fields come in handy for generating the "List of Material to Order".
  • Click the "Save" button to save the information.

Labels

The "Label" button enable you to print a label that includes a barcode and the material's code.

 

 

The "Inv. Label" button enables you to print a control label for the material.

 

The "Inventory" Tab

The "Inventory" tab is used for viewing inventory movements and adjustments.

 

Inventory movements can be searched using the following criteria:

 

  • Warehouse
  • Reason
  • Last Update Date
  • Location

 

The "Inventory" tab's lower-end section enables you to carry out inventory move ins and move outs.

 

The "Supplier" Tab

 

  • The "Supplier" field is mandatory. This field enables you to select a supplier for the material, using a list of values.
  • The "Material - Supplier" field is optional. This field enables you to enter the material's code that is used by the supplier.  
    • This code is printed on the purchase order form.
  • The "Phone Number" section enables you to indicate the phone numbers to be used for reaching the supplier.
  • The "Site" field provides the address of the supplier's website. This field cannot be modified from this tab.
  • The "Email" field provides the supplier's email address. This field cannot be modified from this tab.
  • The "Comment" field is optional. This field enables you to enter a supplier-related comment.
  • Click the "Save" button to save the information.

Please Note

Several suppliers can be associated to a material. To do so, click the "New" button and fill out the aforementioned fields.

 

 

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