01What it is
Consumables are the part of the catalogue that gets used up during work: adhesives, grouts, tapes, sheeting, fixings. In the app they are ordinary catalogue products, with a unit, a pack, three prices and stock in every store.
The screen shows the whole product catalogue, the same as the Materials catalogue. To see only sundries, give them their own category or group and set it in the filter. The default Consumables category a company gets at the start sorts requirements and orders, not the catalogue.
The Below minimum only filter shows products whose stock has fallen to the minimum or lower, before a crew leaves for site without adhesive.
- LIKE STOCK
- Stock, minimum and price as for any product.
- PACK
- Pack size and pack unit on the product.
- OWN CATEGORY
- The category filter separates sundries from the rest of the catalogue.
02What it is for
No running out mid-job
The Below minimum only filter shows shortages before you leave.
Know what you have
The product record shows stock, reservations and available quantity in every location.
The real cost of work
Sundries added to a job count in its line items.
Order after a year
A category and group instead of hundreds of unsorted items.
03Main options
The screen is a list of products with stock, the product form and the product record.
Product, category, stock and prices
A list in a table or in tiles with a photo.
- Columns: product, category, stock, purchase cost (with finance access), retail, in the job
- Filters: store, category and group, whole catalogue or below minimum only
- Search by name, brand and variant, CSV export
Catalogue data and prices
A separate screen opened with Add a product. The form does not change stock.
- Name, group, subgroup, make, variant, SKU
- Unit, pack size and pack unit
- Purchase cost, retail price, price in the job, category and group, Active
Stock, movements and use
Open it from the row menu or by clicking the name.
- Stock in locations with reservations and available quantity
- Stock movement and Use in jobs tabs
- Correct stock in the record menu
04Tasks step by step
- STEP 1Open Modules › Materials › Consumables and choose Add a product.
- STEP 2Enter the name, group, unit and prices. Choose the category or group you use for sundries and save.
- STEP 3On the product record choose Correct stock and enter the quantity and minimum.
- STEP 1In the category filter choose the sundries category or group.
- STEP 2Set Below minimum only to see what needs reordering.
- STEP 1A product with history cannot be deleted.
- STEP 2Choose Edit and untick Active. The product disappears from the choice in quotes.
05Actions
The most common tasks with consumables.
Add a product
A new catalogue item.
Category filter
Consumables only.
Below minimum only
What needs reordering.
CSV export
The list from the current filter in one file.
06What it connects to
Choose a module to see where this material is used up.
Materials catalogue
Consumables are the same product catalogue.
Go to the topicMaterials catalogueRequirements
You report shortages as a requirement, with the Consumables category.
Go to the topicRequirementsCategories and groups
Categories and groups that separate sundries.
Go to the topicCategories and groups