Create & Edit Materials

  • To access the Materials module, navigate to the main lefthand menu and open the module Materials & Tasks.
  • Select the category you would like to add or edit the material in. 

 

Create New Materials

  • To add a new category, click on the 3 dots at the far right of your screen located under the settings button. From the drop down menu select + New Material.
  • A pop-up will appear where you can enter the material information. Use the Save button to implement any changes or use the Delete Material button to delete the material.
Note: Ensure you include a part number when creating a new material, even if it’s self generated.

 

Edit Existing Materials 

  • To update an existing material, click on the Edit button at the far right of your screen. 
  • A pop-up will appear where you can edit or change existing material information. Use the Save button to implement any changes or use the Delete Material button to permanently delete the material.