Material Management


An user account access to Setup and Inventory page.

Getting There:

Inventory → Materials


Create a material:

  • Setup Access → Materials → +Add

  • Click the add button to add a material to inventory.

  • Change the materials details by clicking on the box you want to edit. For information about material details, visit Material Details.


Edit a Material:

  • Setup Access → Materials 
  • To change the material or quantity, click the desired box to change the value. To change other details of the material, such as Category, you must go to Setup → Materials to change that material's details.


Delete a Material:

  • Setup Access → Materials 
  • Find the row of the material you want to delete, then click the delete button at the end of the row.
  • Your material and its quantity has now been removed from inventory.