Adding new Materials

The “New Material” modal allows to create and configure a new material by entering its general information, supplier details, parameters, and additional data. This section describes the modal structure, field behaviour, validations, and possible system responses.

Opening the “New Material” modal

To create a new material:

1. Open the Materials page.

2. Click Add new material.

3. The modal opens in four tabs:

   • General info

   • Supplier details

   • Material parameters

   • Other

Each tab may contain required fields marked with *.

General info Tab

This tab includes the base information about the material: name, category, subcategory, purchase price, cover image, and description.

Material details

In this section you can enter the essential information about the material:

• Material name*

  1. Enter the name of the material.

  2. This field is required and must contain a unique, descriptive name.

• Unit of measure*

  1. Select a measurement unit from the drop-down list.

  2. This field is required. The selected unit will be used across the system for stock, procurement, and production operations.

Filled Material Details (after filling required fields button "Save" becomes enables)

Cover

Upload an image to visually represent the material by choosing one of the options:

1. Drag & drop a file into the upload are

2. Click to upload a file from your device

Supported formats: JPG, JPEG, PNG, WEBP

Uploading a cover is optional, but it helps users quickly identify materials in tables and lists.

Uploaded cover

Material metadata

This section includes additional attributes used for search, categorisation, and integrations.

• Material external id

  1. Enter an external UUID or another unique identifier used in your ERP or supplier system.

  2. This field is optional and can contain numbers and symbols.

• Category

  1. Select a category for this material from the drop-down list.

  2. You can use a search feature to find a category faster.

  3. If no category is selected, the material will appear under “Without category”.

• Creating a new category

  If no existing category matches your input:

  1. Type a value into the Category field.

  2. The system displays a “new category” option at the top of the drop-down list.

  3. Select it to create a new category.

  4. After creation:

     • a new category tab appears in the Materials list

     • the Subcategory field resets and becomes empty

  ℹ️ Category names must be unique - duplicates cannot be created

• Subcategory

  1. This field becomes enabled only after you select or create a Category

  2. Select a subcategory by scrolling a drop-down list or using search

  3. If a subcategory is not selected, but a category is chosen, the material will be placed under “Without subcategory” within that category

• Creating a new subcategory

  If no existing category matches your input:

  1. Type a value into the Subcategory field.

  2. The system displays a “new subcategory” option at the top of the drop-down list.

  3. Select it to create a new subcategory for the chosen category.

  ℹ️ Subcategories may repeat under different categories - names do not have to be unique across the system

Fields for filling Material metadata

Cost

This section allows you to specify financial attributes used in purchasing workflows.

• Purchase price

  The original unit price of the material when it was purchased.

  1. Enter the purchase price of the material.

  2. The currency for Materials is USD by default and can be configured in Settings.

  3. This value is used for cost calculations and procurement planning.

• Actual price

  The adjusted unit price after applying changes.

  • This field appears only when editing an existing material

  • It displays the adjusted unit price after applying changes (based on purchase updates or system recalculations).

Cost section

Description

• In this section you can write some additional information about the material.

• The input field allows to enter up to 1000 symbols in the text box.

• Typing stops automatically once you reach the limit.

Description

Material parameters tab

This tab is used to add technical or descriptive parameters for the material.

Adding Parameters

• Click Add parameter to insert a new row - you may add up to 10 parameters

• If the limit is reached, the Add button becomes disabled

• Select the name and value for a parameter from drop down list

• Parameters and their values are displayed in the order they were added

Missing parameter setup

If no parameters were configured in ⚙️Settings, there will appear a placeholder view and link to the Settings → Material page.

Read more about configuring parameters in this article.

Add material parameters

Supplier details tab

This tab allows you to specify information about the supplier of the material, including company details and contact information for procurement and communication purposes.

Supplier information

In this section, you can enter or select details about the supplier:

• Supplier company

  • Enter the name of the supplier company and select from the drop-down list of existing suppliers

  • After selecting an existing supplier, the system fills other fields (except from “Delivery time”) with available information about supplier company

  • This field is optional but recommended for tracking and integrating with procurement workflows

  • If no match is found, you can create a new supplier by selecting the “new supplier” option that appears in the drop-down list

• Supplier country

  • Select the country of the supplier from the drop-down list.

  • This field is optional and helps with logistics, customs, and regional filtering.

• Supply delivery time

  • Enter the estimated delivery time in the numeric input field.

  • Select the time period (hours, days, weeks or months) from the adjacent drop-down list.

  • This value is optional and is used for planning production schedules and inventory replenishment.

Enter Supplier information

Contact information

This section includes details for the primary contact at the supplier:

• Main contact person

  • Enter the first name and last name of the main contact in the respective fields.

  • These fields are optional but useful for direct communication.

• Phone number

  • Enter the phone number of the contact person.

  • This field is optional and include the full international format if applicable.

• Email

  • Enter the email address of the contact person.

  • This field is optional but enables automated notifications and inquiries.

Enter supplier Contact information

Other tab

This tab allows you to assign and manage tags for the material. Tags help with organisation, quick filtering, and categorisation across the system, such as grouping materials by type, colour, supplier, or custom attributes.

The main view of this tab displays a "Tags" label with a "Manage tags" button. If no tags are assigned yet, the area below may appear empty.

• Click "Manage tags" to open a modal for selecting and managing tags.

• On the Manage tags Modal you can use 🔎Search Bar to find existing tags quickly, the search is dynamic and updates the list below as you type.

• The system displays tags list with available tags and check-boxes for selection.

• Check the boxes to assign one or more tags to the material.

• After selecting tags, close the modal to return to the Other tab

📝Note: For adding new tags or editing existing ones you need the Admin permission. Read more about “Tags” in this article.

Saving the Material

When all required fields in all tabs are valid:

1. The Save button becomes enabled.

2. Clicking Save at the bottom of the modal creates the new material.

3. If successful, a "✅Successfully created" notification appears, and the new material is added to the Materials list

Where the material appears:

• If no category was selected → it appears under Without category tab.

• If category is selected:

  • Subcategory is empty → it appears under Without subcategory within the chosen category.

  • Subcategory is selected → it appears under chosen subcategory within this category.

Saved material