01What it is
Consumables are the part of the catalogue that is used up during the work and rarely appears on an invoice line by line. In the application they are ordinary catalogue products, with a unit, a pack, a purchase price and stock.
The screen shows catalogue materials with stock. To see consumables only, give them their own category or group and set it in the filter.
The Below minimum only filter shows what is about to run out, before the crew leaves for the site.
- LIKE GOODS
- Stock, minimum and price as for any material.
- THE UNIT MATTERS
- A pack and a single piece are counted separately.
- OWN CATEGORY
- The category filter separates sundries from the rest of the catalogue.
02What it is for
The real cost of work
Sundries added to a project count towards its cost.
Nothing runs out mid-job
The minimum and the below minimum filter show shortages before you set off.
You know what you have
Stock in every base and warehouse of the company.
Order after a year
Category and group instead of several hundred items in no order.
03Main options
The screen is a list of materials with stock, the product form and the material record.
Product, category, stock and prices
A list in a table or in tiles with a photo.
- Columns: product, category, stock, purchase price (with access to finance), retail, project price
- Filters: warehouse, 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 the Add a product button. The form does not change stock.
- Name, group, subgroup, brand, variant, SKU
- Unit, pack size and pack unit
- Purchase cost, retail price, project price, category and group
Stock, movements and use
You open it from the row menu or by clicking the name.
- Stock by location with reservations and the available quantity
- Stock movement and use in projects
- Stock correction from the record menu
04Tasks step by step
- STEP 1Open Modules › Materials and equipment › Consumables and choose Add a product.
- STEP 2Enter the name, group, unit and prices. Choose the category or group you use to mark sundries.
- STEP 3Save, then on the material record choose Correct stock to enter the quantity.
- STEP 1In the category filter choose the category or group for sundries.
- STEP 2Add the Below minimum only filter to see shortages.
- STEP 1A material with a history cannot be deleted.
- STEP 2Choose Edit and clear Active. The material disappears from the choice in quotes, projects and the warehouse.
05Actions
The most common tasks for consumables.
Add a product
A new item in the catalogue.
Category filter
Consumables only.
Below minimum only
What needs reordering.
Export CSV
The list from the current filter in one file.
06What it connects to
Choose a module to see where this material is used up.
Stock levels
Stock and minimum in every location.
Go to the topicStock levelsMaterials catalogue
Consumables are part of the materials catalogue.
Go to the topicMaterials catalogueRequirements
You report shortages as a requirement.
Go to the topicRequirementsCategories and groups
Categories and groups that keep sundries apart.
Go to the topicCategories and groupsMaterials and usage
Material usage in projects over time.
Go to the topicMaterials and usage