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Create a material

Introduction

Materials can be used to manufacture or assemble your products using bills of material in ParagonERP. This article will explain how to create a new material.

Process description:

Materials are usually tracked separately from finished products for many reasons - mostly to keep raw material inventory separate from finished goods, and to know the cost of buying and storing these materials.
 

Step-by-step instructions:

  • Step 1: Go to the material module

From any screen in ParagonERP, click the material button from the more menu.

 

 
 

  • Step 2: Create a new material

This is the list view of the material module. To create a new material click the add new material button.

The material screen is separated into three parts - the business card, the attribute panel, and the activity panel. When creating new materials, only the first two sections (1 & 2) will be accessible to be filled out. Once you have transactions for the material, they will appear in the third section - the activity panel.

  • Step 3: Complete the business card

Enter the material information required for the business card. The first field, in this case code, is mandatory and must be unique. The other fields were set up in the material reference screen setup.

 

  • Step 3a: Add or remove images

You can attach images or logos for visual confirmation and ease of browsing. In edit mode, simply click the add button on the business card of your material.

When you click the add button the upload image module will open, where you can either select an image from your local files by clicking the add file button or simply copy and paste an image URL.

  • Step 4: Add more attributes and information

The attributes that appear on the material attributes screen were set up in screen setup as always show. To add attributes from the main screen, click the add new attribute button. To remove attributes from this screen, click the remove button to the left of the line.

 
Once you click the add button you will see a list of all attributes that are available in the material module. You can choose to add any of these attributes to the material that you are creating. If the attribute you'd like to enter is not in this list, you will need to create a new one and add it to the screen setup of the material module. For more information on attributes you can check out our article, What are attributes and attribute values? 
 

 

  • Step 5: Save your material

When you are done entering all the relevant information, click the save button. Alternatively, you can click the cancel button, if you no longer want to create this item.



Any fields that are left blank will no longer show on the screen after saving.

 

  • Step 6: Activate the material

In order to add the material to a transaction, it needs to be active. If a material is still set as inactive it cannot be used. To activate the material, simply click activate:
 


 

  • Step 7: Adjust material inventory

Once the material is active you can adjust the inventory directly in the module by clicking the inventory tab. To adjust your inventory, follow these steps:

  1. Click the location bar to open a drop down menu of your locations

  2. Select the warehouse location for which you wish to adjust the inventory.

  3. Enter the adjustment quantity, select a reason if applicable, and click accept to validate your change.

 
 

Note that if you want to move stock from one location to another, or view the history of all inventory movements for that item, this will still need to be done in the inventory module.

   

Related articles

Now that you know how to create, activate, and add stock to a material, there are other ParagonERP features related to references that may interest you: