Materials are the physical items used in the production of a product or the delivery of a service. These are tangible resources that can be tracked for cost and inventory purposes. Examples include vinyl, acrylic, aluminum sheets, banner material, ink, or paper stock. By defining Materials in your system, you can ensure accurate job costing, inventory management, and pricing. For more information on Components, please see Components Overview.
Table of Contents
Materials Menu
To locate Materials, navigate to Settings / Components / Materials.
a. The Green Plus button allows you to add new Materials.
b. Under this Ellipsis, you will find options for importing Materials.
c. The Search Bar and Filter icon can help you quickly locate a specific Material.
d. Clicking into a Material will show you more details.
e. This Ellipsis will give you the options to Clone, Export, Set Inactive, or Delete the Material.
Note: Materials that are currently being used in active Orders can be set to Inactive, not Deleted.
Note: This menu can also be accessed another way. See example below.
Example:
a. Checking the box on the row of the Material brings up a dropdown next to the Green Plus button near the top of the screen.
b. The dropdown menu gives you the options to Clone, Export, Set Inactive, or Delete the Material selected.
Material Screen
Select a Material to open up the Material Screen.
a. These tabs across the top allow you to navigate between topics within the Material.
b. Enabling Vendor Catalog Items and Variants is for vendor catalogs and viewing lowest to highest cost. This is limited by the program package and by default is Disabled. Contact Sales at sales@corebridge.net for more information on packages.
c. Use this Ellipsis to access these options from within the Material.
Material Details Tab
With the Material Details tab selected on the top of the Materials Screen, you will be able to access basic information about this Material and edit as necessary.
Note: Any changes made will be automatically saved by the system.
Material Details
a. Upload Images of the Material, if desired.
b. Name - This is the part name, it is recommended to start with the type of material then physical attributes, such as thickness, color, and sizes, as this will be listed in your material list using this name.
c. Internal SKU - A unique Stock Keeping Unit used for internal inventory and tracking purposes if available.
d. Name on Documents - This pertains to how this Material will display on customer facing documents such as estimates and invoices.
e. Description - This is a broader description of this Material for internal purposes.
f. Material Category - Categories help to organize the Materials in the system. This list can be managed by clicking on Manage Material Categories in the dropdown if more categories are needed. For more information, please see Managing Material Categories.
Note: You can also add Materials to categories under Settings / Components / Materials.
g. Default Line Item Category - This is an optional field used to organize components into common areas for better sorting and reporting options internally. Default Line Item Category can be managed in Settings / Sales / Line Item Categories.
h. If this Material is not readily available or special order and requires a lead time, enter the days. This will alter the production due date on the order.
i. This Material can be hidden from searches during order entry if this is a Material that is special order or not something that is typically used.
j. A Variant Type is a named group of Materials.
Note: Adding and viewing Variant Types is permission based.
Material Properties
Material Properties define the physical characteristics and specifications of a Material. These properties help ensure accurate quoting, production, and inventory management. While Material Type and Quantity in Set are the only required fields, it is recommended to complete as many fields as possible.
a. The dropdown allows you to select the Material Type such as Roll, Sheet, or Other.
b. Qty in Set shows how many of this Material are sold in a set.
Example: A box of 500 business cards has a quantity of 500 in one set.
Material Consumption
Consumption Units and Types are further ways to classify a Material. They give information on how a Material is consumed and rounded for usage.
a. This dropdown allows you to select the Unit Type used to measure this material such as Length, Volume, and Weight.
b. This field will automatically populate depending on the Consumption Unit Type chosen above, but can be changed manually.
c. This setting enables your system to automatically round up to the next unit.
d. Minimum Consumption in Each reflects the lowest amount of this Material that can be used in calculations.
Note: Best practice is to enter a 0 unless a minimum amount of this material is used regardless of what the assembly calls for.
Example: If the Minimum Consumption is set to 1 sheet and a customer has requested 0.5 sheets, the minimum of 1 sheet will automatically be used in all calculations.
Cost
The Cost of a Material and how it will be accounted for.
a. How much each unit of the Material costs.
b. COGS / Expense Account reflects the account the Material will be billed to.
Price
The price of a Material is the retail cost of a Material. This information is used in Market based pricing.
a. Retail Per Each is the price to the customer for just this Material if purchased outside of an assembly.
b. The income account that will be credited when this Material is sold.
c. The Taxability Code for a Material is set dependent on if the Material taxable, tax exempt, or taxable with exceptions.
Custom Fields
The Custom Fields found under the Material Details tab are Quick Custom Fields, which provide a flexible way to add information specific to your business or to the individual Material. These fields can be tailored to record details that aren’t covered by standard fields. You can manage them by going to Settings > Custom Fields > Material. For more information on Custom Fields, please see Custom Fields.
Custom Fields Tab
The Custom Fields tab provides another way to customize and organize the information stored about a Material. This area is especially useful when you need to include a larger amount of information or cover multiple topics related to the Material. By grouping Custom Fields into subtabs, you can keep your data organized and easy to navigate. These fields are managed in Settings > Custom Fields > Material, within the Custom Fields Subtab section.
Files Tab
The Files tab offers a way to organize and store important documents related to this Material such as vendor contracts, purchase history, or safety data sheets.
a. Information can be directly uploaded as a file or URL.
b. Use Folders to group and manage files, keeping your information organized.
Notes Tab
Notes that are related to this Material may be added here for internal reference.
a. Checking this will show notes that have previously been deleted.
b. Clicking here will show the notes in an expanded version. This is helpful if there are multiple notes.
c. This field allows you to add a new note on the Material.
