Materials & suppliers

Before you begin

• Material names, units, identifiers and supplier details.
• The agreed supplier codes and purchase costs.

How to use it

1. 1

   Add or edit a material

   Open the materials workspace. Choose a material type and enter its name, identifier and relevant dimensions or attributes.

2. 2

   Review stock and costing fields

   Check quantity units and purchase-related values. Use the same units consistently across products and purchasing.

3. 3

   Maintain suppliers

   Open the suppliers area and enter contact information, account details, terms and delivery information as needed.

4. 4

   Connect the relationship

   Associate the material with its supplier, supplier code and agreed cost where supported. Save and reopen the record to verify it.

Screen walkthrough

Select a screenshot to zoom in. These are actual platform components using fictional example data.

Explore this screen

01Materials and supplier records keep stock identifiers and purchasing details organized.