Materials

To effectively manage materials, you'll need to add them to the ERP system. This guide provides step-by-step instructions to help you navigate the process easily.

Step 1: Access the Materials Module

Log in to the ERP system and navigate to the Materials module. You can usually find it in the main menu. This module is where you'll manage and store information on all materials you want to use in the system.

Step 2: Create a New Material Record

Click the Create button located in the top-right corner of the screen. This opens a new record form.

Fill out the required fields in the form, including essential information such as material name, description, specifications, and any additional details your organization requires.

After completing all the necessary fields, click Create again to finalize the record. Your material is now saved and available for use in the system.

Step 3: Edit Material Information

To update details of an existing material, go to the table view in the Materials module.

Locate the material you want to edit by looking for its ID in the table, then click on it.

Select Edit to make any necessary changes. Modify the information as needed.

Once you've finished editing, click Save to apply and store your changes.

Step 4: Viewing Materials in Table or Card View

You have the option to view materials as a table or as cards.

• The table view displays all materials in a structured, row-by-row format for quick overview and detailed sorting.
• If you've added images to your materials, you can switch to card view, which presents each material as a visual card. This is helpful for easily identifying materials based on their appearance.

Note: To switch between table and card view, look for the three lines in the top left corner of the screen within the Materials module.