Details on usage and fields for your materials
Prerequisites
You have the Setup Access → Materials → Access role.
Getting There
Overview
Materials are generally your raw ingredients used for brewing. However, they can also be materials used for things such as packaging and filtration.
In a day to day workflow, materials quantities are typically added into the system through purchase orders.
Material Fields:
Materials consist of the following properties:
| Material |
The name of the material. |
| Barcode |
The internal code used for the materials. |
| Category |
The category of the material. This category can be used for tasks such as grouping materials in reports or for creating inventory counts of specific categories of materials. The category of materials can also be tied to specific general ledgers in your accounting system as well. |
| Description |
This a long form description of the material used. |
| Units |
This is the units that will be used for keeping track of this material in inventory. |
| Initial Cost Per Unit |
This property is only available when creating a new material. If an initial cost is set, when you save the material, all material stores initially created will use this cost. This field is not accessible when editing existing materials. |
| Re-order |
This field is the threshold for which you would like to be alerted to re-order materials. You can get alerts on your dashboard to be notified when inventory levels drop below this level, or run a report to show all materials below their re-order threshold. |
| Counting instructions |
These instructions show up when you print out sheets for inventory counts. e.g. For can lids, you might say "weigh them, and count 50 for every ounce." |
| Container |
If this field is checked, the material is used as a container. Containers are materials that are used to package product into. This will be used when defining packaging used for product SKUs. e.g Cans, growlers, bottle. This field cannot be edited. |
| Active | If this field is not checked the material is considered inactive. It will still appear in reports, but will not be available for use in recipes, packaging materials, etc. |
| Rental? |
If this field is checked, then this material is used as a rental. When it is listed as part of a product that is sold, this material will not be deducted from inventory as it is expected that the rental will be returned. |
| Rental Deposit (wholesales) |
This property is only used if this material is used as a rental (see Rental? field above), such as a Keg. This is the deposit charged whenever a product is sold on a Sales Order that includes this material. This value is not treated as revenue on a sale. |
| Rental Deposit (retail) |
This property is only used if this material is used as a rental (see Rental? field above), such as a Keg. This is the deposit charged whenever a product is sold on a Retail Sale that includes this material. This value is not treated as revenue on a sale. |
| Shipping weight |
This is the weight of the material as it is shipped. This can help fill out a Purchase Order. |
| Shipping units |
This is the units used to measure the shipping weight. |
Tips and Tricks
The fastest way to define new materials in the system is to import a Beer XML recipe. You can read about this process here.