Interactions with Table

Actions with table Columns on the Materials Page

The Materials table uses the same column management functionality as the Task Table. All standard actions work in the exact same way as on this page, including:

• Reordering columns in the table or through the Sidebar

• Moving column groups

• Showing or hiding columns and sections

• Pinning columns to the left or right

• Searching for specific columns using the Sidebar search

• Performing multi-row selection

The interaction patterns, drag-and-drop behaviour, Sidebar controls, and “More actions” menu options are fully aligned across both pages.

Because column customisation behaves identically, this section does not duplicate the step-by-step instructions. Instead, you can follow the detailed explanations provided in the “Actions with the Tasks table columns” section.

Every described action in that section applies directly to the Materials table as well.

Actions with the table Cells on Materials Page

This section explains how to interact with individual cells in the Materials table and provides instructions for easier navigation and data management.

All subcategories are collapsed by default, so you can expand the required group before performing actions.

Open material card

You can open any material directly from the table to view or edit its full details.

1. Open the Materials page

2. Find the Material name column

3. Click on eye icon near the material name

4. The system opens the material card in a modal window

Preview / attach / delete material photo

If a material has an attached image, you can view it directly from the table. If there is no image, you will see a placeholder, which you can change using the same steps.

1. Open the Materials page

2. Find the Material name column

3. Click on the photo thumbnail (or placeholder icon)

4. A larger preview opens in a modal window

5. Delete / expand a current photo or attach a new one

Edit material status

Material status (Active/Inactive) can be updated directly from the table.

1. Open the Materials page

2. Find the Status column

3. Click on the status badge

4. The system opens a modal window with confirmation of the operation

5. Accept a new status or cancel the action

Deactivation of material does NOT remove it from the system, instead it hides it to the bottom of the list. Materials may still be referenced in other modules, so deleting such materials could break data connections or lead to inconsistencies.

Change unit of measure

You can update the Unit of measure directly from the table using a drop-down list. Steps:

1. Open the Materials page

2. Find the Unit of measure column

3. Click on this field for the required material

4. Select the appropriate value from the drop-down list

5. The system automatically saves the change

Edit material external ID and description

Both Material external ID and Description are editable text fields and follow the same logic.

1. Open the Materials page

2. Click into the Material external ID or Description field you want to update

3. Type or modify the text as needed

4. Press Enter to save your changes or click outside the field to apply them

5. The system automatically saves the change and shows the toaster notification “✅Successfully updated”

Edit purchase and actual prices

Prices can be quickly updated through inline editing

1. Open the Materials page

2. Find the Purchase price or Actual price column

3. Click on the price value and enter the new value in the input field

4. Press Enter or click outside to apply changes

5. The system automatically saves the change and shows the toaster notification “✅Successfully updated”

Edit material parameters

Materials may include additional structured parameters stored in a separate set.

1. Find the Parameters column on the Materials page

2. Click on the parameters name or value

3. Edit parameters in the modal window:

4. Edit existing parameters/values

5. Delete parameters from material

6. Add new parameters from drop down list

Parameters that are displayed in a drop down list are taken from configured parameter templates in Settings. Read more about Parameter Templates and their configuration here - Settings.

1. Click Save

2. The system automatically saves the change and shows the toaster notification “✅Successfully updated”

Open / edit supplier details

You can quickly open supplier details by clicking on any cell that is related to this group - Supplier company, Supplier country, Email, Phone number, Supply delivery time, Main contact person. Steps:

1. Open the Materials page

2. Find the Supplier details group

3. Click on any cell related to this group

4. The system opens a modal window with all supplier details

5. Add or edit Supplier information

Changes to supplier details will apply across all materials with this supplier, except from “Supply delivery time”

1. The system automatically saves the change and shows the toaster notification “✅Successfully updated”

Manage tags

Tags help categorise and filter materials. You can assign or remove them by following these instructions.

1. Open the Materials page

2. Find the Tags column

3. Click inside the tag field

4. The system opens a modal window, where you can manage tags

5. Select or deselect tags from the list (creating new ones is available only for Admins)

6. Click Save to update the attribute