5.3.1 Steps to Add New Materials
- Select Category
- If the needed category is not present, type it into the box to add it.
- Select Sub-Type
- Similarly, type new sub-types if they do not exist yet.
- Select UOM (Unit of Measure)
- Select Vendor (optional)
- You can always assign or update vendors later.
- Enter Description
- Select Sizes
- Choose one or more sizes from the list.
- If a size is missing, click Add Size to create it.
- Review the preview list of material records that will be added.
- Click Add Material to Master List to insert all items into the Master Material List.
Remember: each combination of Category, Sub-Type, Size, and Description must be unique.