Getting to Material Management
Click the Box icon (📦) in the left sidebar to open your materials inventory.
Your Inventory at a Glance
At the top of the page, you'll see four summary cards:
Card | What It Shows |
Total Items | How many different materials you're tracking |
Total Value | The combined value of all your inventory |
Low Stock | Materials that need to be reordered soon |
Out of Stock | Materials you've completely run out of |
Your Materials List
Below the summary cards, you'll see a list of all your materials with:
Material name and SKU — Click the pencil icon to edit
Category — How you've organized it (Metals, Plastics, Wood, etc.)
Stock — Current quantity on hand
Status — Color-coded stock level
Actions — Quick access to transaction history and recording
Understanding Stock Status
Each material shows a color-coded status based on the reorder point you set:
Status | What It Means |
In Stock (green) | You have plenty — stock is above your reorder point |
Low Stock (yellow) | Time to reorder — stock has dropped to or below your reorder point |
Out of Stock (red) | You've run out — stock is at zero |
Finding Materials
Click the Materials dropdown to search and filter your list:
Search by keyword — Find materials by name or SKU
Filter by category — Show only metals, plastics, etc.
Filter by stock status — Quickly see what's low or out of stock
Adding a New Material
Click + Add Material in the top right
Fill in the material details:
Material Name and SKU — How you'll identify it
Category — Metals, Plastics, Wood, Consumables, or Tools
Initial Qty — How much you have right now
Reorder Point — When should we warn you it's getting low?
Unit Cost — Price per unit (for value calculations)
Supplier and Lead Time — Optional, helpful for reordering
Click Create Material
Shortcut: Use AI to Add Materials
Have a photo of the material or its packaging? Click Use AI in the Add Material form to upload an image. The AI will automatically extract details like the name, SKU, and price - just review and save!
Recording Stock Changes
When you use materials, receive new stock, or need to correct inventory, record a transaction to keep your counts accurate.
Click the sliders icon in the Actions column for any material
Choose the transaction type:
Type | When to Use |
Usage | You used material on a job (subtracts from stock) |
Purchase | You received new stock (adds to stock) |
Adjustment | Physical count doesn't match — correct the number |
Return | Material came back to stock (adds to stock) |
Waste | Material was damaged or discarded (subtracts from stock) |
Enter the quantity
Add a reason or reference (like an order number) — helpful for tracking
Click Record Transaction
Viewing Transaction History
Click the clock icon in the Actions column to see a complete log of all transactions for that material - what changed, when, why, and who recorded it.
Editing or Deleting Materials
Click the pencil icon next to any material name to open its edit page. From there you can:
Update any of the material details
Set a maximum stock level
Delete the material if you no longer need to track it
Exporting Your Inventory
Click the download icon next to "+ Add Material" to export your entire materials list as a CSV file. Great for backups, reporting, or importing into other systems.
Tips for Effective Inventory Management
Set realistic reorder points: Consider your supplier lead times so you have time to restock
Record transactions promptly: Log usage right after jobs to keep counts accurate
Use meaningful references: Include order numbers or job names so you can trace material usage
Do periodic counts: Use the Adjustment transaction to correct any discrepancies
Check the Low Stock filter: Make it part of your routine to see what needs reordering