IN THIS ARTICLE

  • Text Guide
    • Navigate to materials page
    • Search for materials by name


TEXT GUIDE


Navigate to the Materials page

  1. Click on the Setup on the main menu
  2. Click on Materials in the drop-down menu
  3. View all the materials within the domain





Search for materials by name

1. Enter the material name (including partial names) in the Search field at the top left of the user domain

2. Click on the search icon



3. View all the materials with the search string parameter in it

4. See how many records there are



5. Click on the checkbox on the header to select all materials or the checkbox at the start of a row to select just that row

6. View the serial number, materials are listed in alphabetical order

7. Click on the name of the material to be taken to the material details page

8. View a short description of the material

9. View material tags to see the categories the material has been tagged under

10. View the retailer's price of the material and the currency being used (in this example, INR = Indian Rupees)

11. View the manufacturer's price of the material and the currency being used (in this example, INR = Indian Rupees)

12. View whether the material is being managed as a batch or not

13. View the name of the person who last updated the record

14. Click on the Edit icon to edit the record (See article How to edit material(s))



15. Click on the Export button to export the data. The filters have implications on "Export"  users functionality also (See article How to export material(s))

16. Click on the Reset button to reset all filters to default values



17. Click on the checkbox at the beginning of the row to select a row

18. Click on the Remove button to remove selected material(s) from the system (See article How to remove materials(s))