View Material

​

1.0 Steps to Open a Raw Material Profile

1. Go to Item List
   • From the home page, navigate to Stock ▶️ Item ▶️ Item List.
2. Filter to Raw Materials
   • Click Filters ▶️ Add Filter.
   • Select Item Group = Raw Materials, then Apply.
3. Locate Your Material
   • Use the search bar to enter the Item Name or Item Code (e.g., RM-WF-25KG).
   • Click the material’s name in the list to open its profile.

​

1.1 Understanding the Profile Tabs

• Details : View and edit the name, code, group, UOMs, and description.
• Inventory : Check shelf life, end-of-life date, valuation method, default warehouse, and barcode mappings.
• Purchasing : See supplier list, lead times, purchase UOMs, and last purchase rates.
• Accounting : Review valuation method, expense account, stock adjustment account, and tax rules.
• BOM : (If used in recipes) View or add Bills of Materials that include this raw material.
• Dashboard : Monitor current stock balance, recent stock movements, and reorder alerts for the material.

​

1.2 Quick Actions

• Edit Click Actions ▶️ Edit (or the Edit button) to update any field.
• Stock Balance From the profile header, click View Stock Balance to see real-time inventory across warehouses.
• Stock Ledger Click View Stock Ledger to jump to the detailed movement log for this material.
• Make Purchase Request Use Request Stock to create a material request for replenishment.