01What it is
Usage is taken from stock movements of the type Used on job, less returns from jobs. A material bought and sitting on the shelf is not counted here, because that is stock, not cost.
The What for column shows the kind of work that used the most of a material. When a job has two kinds of work, the material value is split equally between them, so the shares add up to what actually left the stock.
People without the finance permission see a quantity report: no values and no Sources and prices tab. The report is an extended mode item and belongs to the Warehouse and logistics module. Without the module the data stays visible, and the menu item shows a padlock.
- FACTS, NOT PLANS
- Usage from stock movements, not from cost estimate lines.
- WHAT FOR
- The kind of work that uses the most material.
- SOURCES AND PRICES
- Suppliers, purchases and current purchase prices.
02What it is for
What moves fastest
The ten most used materials.
Talking to suppliers
A material used often is a candidate for price negotiation.
Value consumed
How much material went into jobs, month by month.
Gaps in the price list
Materials used without a purchase price in a tile of their own.
03Main options
The report has two tabs: Usage and Sources and prices. The second one is visible with the finance permission.
How much, how often and what for
Tiles: items in movement, units consumed, value consumed and the number of kinds of work.
- Usage over time, most used and where materials go
- Table: material, units, value, jobs, how often per month, what for
- A material in the table leads to its card
Suppliers and purchase prices
Tiles: suppliers in range, purchase value, items with a price and with no purchase price.
- Who you buy from: suppliers' share of purchases from orders
- Item groups: groups' share of consumed value
- Table: material, supplier with the lowest current price, purchase price, number of suppliers, date of the latest price, stock
04Tasks step by step
- STEP 1Open Modules › Reports › Materials and usage, Usage tab.
- STEP 2Set the range, for example 90 days.
- STEP 3The Most used chart shows ten items. Click a material in the table to open its card.
- STEP 1Open the Sources and prices tab.
- STEP 2Check the suppliers' share of purchases and the current purchase prices.
- STEP 3Materials bought often from one supplier are the best candidates for negotiation.
- STEP 1The no purchase price tile shows how many materials in use have no price in the price list.
- STEP 2Add prices in Modules › Materials › Materials catalogue.
05Actions
The most common tasks in the materials report.
Date range
Compared with the previous period.
Material card
From the table straight to the material.
CSV export
Usage, and suppliers and prices.
06What it connects to
Choose a module to see where the figures come from.
Material reservations
Issuing a reserved material to a job records a usage movement.
Go to the topicMaterial reservationsMarkers on plans
Material issued at a marker on a plan also counts as usage on the job.
Go to the topicMarkers on plansMaterials catalogue
Group, unit and purchase prices come from the materials catalogue.
Go to the topicMaterials catalogueOrders
Purchases from suppliers are counted from orders, excluding cancelled ones.
Go to the topicOrdersStock rotation
Rotation shows how many days the stock will last.
Go to the topicStock rotationSuppliers
Suppliers from orders and the price list.
Go to the topicSuppliers