How to use the Supply Catalog

Summary:

In this article, we cover how to use the supply catalog as an ‘after the fact’ Bill of Materials to track the cost of supplies used in a building.

How to set up a Supply Category

Navigate to the Supply Catalog by clicking System > Catalog > Supply
Click Add Supply Category in the top right corner
Fill in the Name and Description and Add Category
In Supply Category Information, go through each tab and fill in the information using the pencil Icon
Add Thumbnail for reference

Now that you have the category set up, you will want to add the different supplies associated with that category. For example, if the category is “Lumber,” the supplies will be the different sizes of lumber used by your company, such as 2x4x8 or 2x6x16.

How to add a Supply

Navigate to the Supply Catalog by clicking System > Catalog > Supply
Click Add Supply
Fill in the Required Information and Add Supply.
In Supply Category Information, go through each tab and fill in the information using the pencil Icon

Now that you have successfully added the Supply Category and the Supplies used under that category, You can now use the supplies to track Inventory Received and Supplies used on buildings. Below are steps on how to use the Supply Catalog to accomplish this.

How to receive Inventory

Navigate to the Supply Catalog by clicking System > Catalog > Supply
Click on the “Green Availability” icon next to the Supply Category Name
On the Supply that you would like to receive inventory, click on the Receive Inventory Icon
Add Cost Per Unit, and Note the Invoice Vendor and Number

How to withdraw Inventory

Navigate to the Supply Catalog by clicking System > Catalog > Supply
Click on the “Green Availability” icon next to the Supply Category Name
On Supply that you would like to withdraw inventory, click on the Receive Inventory Icon
Click on Withdraw Inventory PDF
Click on PDF, or scan with phone.
Enter Building SN that you want to apply supplies too