Material Items

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Overview

The Material Items page displays all material items in your inventory with their total quantities across all locations. You can view location-specific quantities, record counts, and move materials between locations.

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Viewing Material Items

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Desktop View (Grid)

On desktop devices, material items are displayed in an AG Grid table with the following columns:

• Item details: Name, description, and other identifying information
• Quantity: Total quantity across all locations for the current site
• Other fields: Additional material item properties

The grid supports:

• Sorting: Click column headers to sort
• Filtering: Use the filter panel (sidebar) to narrow results
• Search: Quick search across all columns
• Column Management: Show/hide columns via the columns tool panel

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Mobile View (Cards)

On mobile devices or narrow screens, material items are displayed as cards showing key information in an easy-to-read format.

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Viewing Location Quantities

To see where a material item is located:

1. Click on a material item row (or tap a card on mobile)
2. A dialog opens showing Material Item Location Quantities
3. View all bin locations where this material has inventory

The location quantities view displays:

• Location: The specific location
• Quantity: Current quantity at that location
• Last Updated: Timestamp of the last count or movement

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Recording Material Counts

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Count at an Existing Location

To update the count for a material item at an existing location:

1. Open the material item’s location quantities view
2. Click on the location you want to count
3. The Edit Material Location Count dialog opens
4. Location: The current location is pre-selected (can be changed to move material)
5. Count: Enter the new quantity (this will set the quantity to this value)
6. Reason: Select a reason code (required)
7. Click Submit

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Add Material to a New Location

To record material at a new location:

1. Open the material item’s location quantities view
2. Click + Add New (mobile) or click outside the grid area (desktop)
3. The Add New Material Location Count dialog opens
4. Location: Select the location
5. Count: Enter the quantity (this will be added to any existing quantity)
6. Reason: Select a reason code
7. Click Submit

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Moving Material Between Locations

To move material from one location to another:

1. Open the material item’s location quantities view
2. Click on the source location (where material currently is)
3. In the dialog, select a different location from the dropdown
4. Enter the quantity to move
5. Select a reason code
6. Click Submit

The system will:

• Deduct the quantity from the source location
• Add the quantity to the destination location
• Record the movement with the reason code and timestamp

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Count Operations Explained

The Material module supports two types of count operations:

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SET Count (Existing Locations)

When you count at an existing location (one that already has a quantity record):

• The quantity is set to the entered value
• Example: Location has 50 units, you count 45, result is 45 units
• Use this for physical inventory counts

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INCREMENT Count (New Locations)

When you add material to a new location (first time recording at this location):

• The quantity is added (incremented) to any existing amount
• Example: You receive 30 units, you enter 30, result is 30 units added
• Use this when receiving or first adding material

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Reason Codes

All count and move operations require a reason code. Common reason codes include:

• Receiving: Material received from vendor
• Production: Material consumed or moved for production
• Transfer: Moving material between locations
• Cycle Count: Regular inventory count
• Adjustment: Correcting inventory discrepancies
• Damage: Material damaged or lost

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Best Practices

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Regular Cycle Counts

• Schedule regular counts of high-value or high-volume materials
• Use the SET count operation to correct any discrepancies
• Always provide accurate reason codes

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Location Organization

• Organize materials at specific locations for precise tracking
• Keep similar materials in designated areas
• Document your location naming conventions

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Movement Tracking

• Use the move operation (not separate add/remove counts) to maintain accurate movement history
• Document the reason for each movement
• Verify source quantity before moving

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Common Questions

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What’s the difference between counting and moving?

• Counting (same location): Updates the quantity at a location based on physical count
• Moving (different location): Transfers quantity from one location to another

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Can I move material to a location that doesn’t exist yet?

Yes! The system will create the location record when you move material to it for the first time.

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Why do I need a reason code?

Reason codes provide an audit trail and help identify why inventory levels changed. This is important for compliance, troubleshooting discrepancies, and understanding material usage patterns.

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How often do quantities refresh?

The location quantities view automatically polls for updates every 30 seconds to show near real-time inventory levels.

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