Materials and usage

What leaves the stock for projects: which materials, how many units and for what work. People with finance access also see the value consumed, who you buy from and at what price, and which materials have no purchase price.

01What it is

Usage is taken from stock movements of the issued to project type, less returns. A material bought and sitting on the shelf is not counted here, because that is stock, not cost.

Where materials go comes from the project's kinds of work. When a project has two kinds of work, the value is split equally between them, so the shares add up to what actually left the stock.

Without the finance permission the report counts quantities only: it shows no values and no Sources and prices tab.

WHAT MOVES: The most used materials and the rate of use.
WHAT FOR: Usage split by kind of work.
SOURCES AND PRICES: Suppliers, prices and items with no purchase price.

02What it is for

The right minimum

The rate of use tells you how much to keep in stock.

Material cost

The value consumed month by month.

Better buying

Suppliers' share of purchases and the current purchase price.

03Main options

The report has a Usage tab and, for people with finance access, also Sources and prices.

What moves and how much

Tiles: items in movement, units consumed, value consumed, what for.

Usage over time and the ten most used items
Where materials go: kinds of work
Table: units, value, projects, how often, what for

04Tasks step by step

STEP 1Open Modules › Reports › Materials and usage, the Usage tab.
STEP 2Set the 90 days range and check the Most used chart.
STEP 3Set a minimum for those materials in the stock levels.

05Actions

The most common tasks in the materials report.

Date range

Compared with the previous period.

CSV export

Usage, and material sources and prices.

06What it connects to

Choose a module to see where the data comes from.

MATERIALS AND EQUIPMENT

Stock levels

Usage is counted from stock movements.

Go to the topicStock levels