On site

Materials

What came in, what was used, what's left - store by store.

Where: Project sidebar → Materials (turn on in Settings → General)

Set up

  1. 1Add your locations - stores, buildings or floors where material is kept.
  2. 2Add the materials you track in the Catalog, with a unit (bags, kg, nos) and an optional low-stock level.

Day to day

  • Goods received - record every delivery at the gate: what, how much, where it's kept, the supplier and challan number, and anything rejected.
  • Log usage - record what was used, or Transfer stock between stores.
  • Balances - what's allocated, used and remaining at each location. Low stock only shows what needs reordering.
  • Requests - anyone can ask for material; a manager approves, rejects or fulfils it.
  • Stock check - count what's really in a store and compare it with the books. You can correct the stock to match.
  • Where did it go? - a material-by-material summary: what came in, what was used, sent back, and what's in stock now.