Material Register - Search Materials

Users can access the Material Register via the Purchasing tab:

This will take users to the below page:

This page will show any material register entries that have been created. Users can redefine the results using the available filters.

Material Register - Manually Creating Entries

Users have the ability to manually create entries within the Material Register by using the ‘Create’ button:

This will then take the user to the below page:

Users will input the required information and click ‘Save’. Please note that the below fields are required:

Materials - select from the materials tree

Grades - select from the grades tree

Supply type - this will default to ‘Our Supply’ but can be changed

Delivery note - free-text field for the user to input

Facility - select from the facility dropdown

Quantity - free-text field for the user to input

Job Number - free-text field for the user to input and will then select the correct job from the dropdown

Variation - select from the variation dropdown, driven by the job number inputted

Users will click ‘Save’ - this will then create a new material register entry and assign it an x-number.

Material Register - Creating Entries from Purchase Orders

When creating Purchase Orders, users will have the option to select ‘Material Register’ when adding lines:

Once that line has been fully receipted, it will appear within the Registers tab of the PO and will give the user the option to process this within the Material Register:

Once the user clicks ‘Process’, they will be taken to the Material Register Entry page:

The information from the Purchase Order will pull through and auto-populate the above where applicable. Users will complete the remainder of the required fields and click ‘Save’ as normal.

Once the Material Register Entry is created, the PO Details field will show the PO number, the line item, and who the originator of the PO was. Users can navigate back to the PO record by clicking on the PO number.

Within the PO, the users can see any Material Register entries within the Registers tab. Users can click on the Ident to navigate to the record: