01What it is
The materials catalogue is the list of the company's products with name, make, variant, SKU, unit and pack. Every product belongs to a group and can also have a subgroup, a category and a material group.
A product has three prices: purchase cost, retail price and the price in the job. The job price is suggested by default when you add the material to a quote or a job.
The product form does not change stock. You change stock with a correction on the product record, an issue, a receipt or a stock document.
- THREE PRICES
- Purchase cost, retail and job price.
- PRICE HISTORY
- Supplier purchase prices with date and source.
- ORDER
- Groups with a colour, and subgroups.
02What it is for
Quote faster
The job price is suggested on the quote and on the job item.
Compare suppliers
The purchase price history shows who is cheaper and whether prices are rising.
See the stock
The Stock column and the Below minimum only filter on the same list.
Protect the history
A product used in jobs or movements cannot be deleted; you can deactivate it.
03Main options
The catalogue is the materials list, the product form and the product record with tabs. The tabs at the top also switch to services, tools, and groups and subgroups.
Product, category, stock and prices
A table or tile view with the product photo.
- Columns: product, category, stock, purchase cost (with access to finance), retail, in the job
- Filters: warehouse, category and group, whole catalogue or below minimum only
- Search by name, brand and variant, CSV export
Catalogue data and prices
Add a product opens a separate screen with the full details.
- Name, group and subgroup, make, variant, SKU
- Unit, pack size and pack unit
- Purchase cost, retail price and job price, notes
Everything about one material
Tiles: available, purchase price, customer price and use in jobs.
- Tabs: Overview, Stock movement, Prices, Use in jobs, Photos
- Stock by location and stock movement over 12 months
- Add a supplier price: supplier, price, date, offer link
04Tasks step by step
- STEP 1Open Modules › Materials › Materials catalogue and choose Add a product.
- STEP 2Enter the name, for example Grey porcelain tile 60×60, and pick the group and unit.
- STEP 3Fill in the three prices and save. The product gets zero stock in the default location.
- STEP 1Open the product record and choose Add a supplier price.
- STEP 2Pick the supplier, purchase price and date, and add the offer link.
- STEP 3The price goes into the purchase price history; the product price list stays unchanged.
- STEP 1Go to the Groups and subgroups tab.
- STEP 2Choose New group and give it a name, colour and order.
- STEP 3Add subgroups, for example Wall tiles and Floor tiles.
05Actions
The most common tasks in the materials catalogue.
Add a product
A new catalogue item.
Correct stock
Stock, minimum and storage location.
Add a supplier price
An entry in the purchase price history.
Product record
Stock, movements, prices and use.
CSV export
The catalogue from the current filter.
06What it connects to
Choose a module to see where catalogue items are used.
Stock levels
Stock by location and stock correction for every product.
Go to the topicStock levelsSuppliers
The purchase price history is kept per supplier.
Go to the topicSuppliersOrders
An order item is picked from the catalogue or typed in by hand.
Go to the topicOrdersCategories and groups
Material categories and groups are set for the whole company.
Go to the topicCategories and groups