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Prerequisites

Raw materials are created under Stock ▶️ Item ▶️ Item List and assigned to the Raw Materials group

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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.

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1.1 Understanding the Profile Tabs

Once the raw material opens, you’ll see multiple 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.

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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.