Adding and managing materials and items

Add materials through Materials, Material Catalog, Warehouses, and New Item.

Adding and managing materials and items

Register materials during the job or before you complete the work order.

Use Material Catalog when the item already exists.

Use New Item (Material) when you need an ad-hoc line.

The Materials section can contain shared catalog items, warehouse stock, and manual entries.

Common ways to add materials

• Select an item from Material Catalog.
• Pick stock from Warehouses.
• Add a manual line through New Item (Material).

Add a catalog item

1

Open the work order

Go to Materials inside the work order.

2

Choose the source

Open Material Catalog or Warehouses.

Search or browse for the item.

3

Confirm quantity and details

Enter the quantity.

Adjust the visible unit, price, or description if allowed.

Save the line.

Add a manual item

Use New Item (Material) when the material does not exist yet.

Enter the description and quantity.

Add extra price or unit details if your setup allows it.

Use clear descriptions for ad-hoc lines so they remain understandable in the completed work order.

Keep in mind

• Warehouse access can be restricted.
• Price fields can be read-only.
• Required fields must be completed before saving.