A workshop material is a product flagged for use in workshop work, with the dimensions and weight information a workshop item's material lines can draw on.
Before you start
Workshop itself is not governed by permission groups, but materials are products. Creating or editing a material saves through Products, so you need Products › Create to add one and Products › Edit to change one (editing a colleague's material needs Edit on all records, not just your own).
The Materials list
Open Workshop > Materials.
| Column | Notes |
|---|---|
| SKU | The material's SKU code. Links to its profile. |
| Name | The material's name. Links to its profile. |
| Category | The material's category, if set. |
| Price | The material's unit price, to two decimal places. |
| Status | The material's status. |
Sort defaults to the SKU column, ascending. The toolbar shows a Create icon.
Create a material
- From the Materials list, select the Create icon.
- Complete the fields below.
- Select Create material.
| Field | Required | What to enter |
|---|---|---|
| SKU code | Yes | The material's SKU code. |
| Material name | Yes | The material's name. |
| Category | No | A category of type used for workshop materials. |
| Unit price | No | The material's unit price. |
| Description | No | Free text. |
| Weight | No | The material's weight. |
| Weight unit | No | The unit the weight is measured in. |
| Width / Length / Height | No | The material's dimensions, sharing one unit selector. |
What happens when you save
- A toast confirms "Material created successfully" and you're taken to the new material's profile.
The material profile
Opening a material shows its Name, SKU and status, an Edit button, then Category, Unit price, Weight (with its unit, if set), Dimensions (width x length x height with unit, if any of them are set), and Description (if set).
Edit a material
- Open the material's profile.
- Select Edit.
- Update the required fields.
- Save and return to the profile.
Current limitations
- There is no Delete control for a material.