Material Setup

Material Setup

Material Setup


Materials allow users to build a Bill of Material for products that are sold. 

To set up materials, please follow the steps below – 


Setup Stock Units - 


In your back office, go to settings > stock units


    1. Select the “+” button
    2. Fill out all required fields (Conversion is the conversion rate for the selected unit)
    3. Select Save

 Graphical user interface, applicationDescription automatically generated

After creating a stock unit, the page will look like this:

 

Add new materials - 


Proceed to Catalog > Materials > “+” to add a new material

 

 

Number

Function

Description

1

Select Category

Select or create a new category for tracking materials

2

Vendor

Select material vendor

3

Ingredient name

Create a material name

4

Ingredient code

Use default or create a material code

5

SKU

Use default or create a new material SKU

6

Buying stock unit

Select one of the stock units you created in the first step

7

Buying cost

Cost of the material you have purchased

8

Stock quantity

Quantity of product on hand

9

Stock unit

Prefilled based on buying stock unit selected

10

Bin value

Material bin value for storage

11

Min. reorder point

Minimum quantity on hand before alerted to reorder

12

Max. reorder point

Amount to build to when ordering

13

Display order

How you want the materials to be listed

14

Track inventory

Display names of products/items ordered

15

Is active

Enables usage of the material

Once you have added a material, you can add it to a product


Add material(s) to a product


Proceed to Catalog > Product


    1. Select a product
    2. Select the recipe tab
    3. Add materials 1 by 1 by selecting them from the drop-down list and entering – 
      1. Quantity
      2. Display order
    4. Select Add 

**** “Reduce ingredient stock upon sale” will take materials out of inventory each time a product is sold


Materials can now be tracked via the Material use report 


The Low stock report will also display materials that need to be reordered



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