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Getting Started with Materials

Contents

This section assumes that you have completed the integration and imported your materials from Cabinet Vision, a spreadsheet or QuickBooks.

Materials *

Familiarize yourself with the navigation and detail material records

Units of Measure *

Material items are consumed and purchased by a unit of measure such as Each, Pair, LF, Roll etc.

Set up your units of measure by creating names units of measure and a conversion multiplier to convert from one to another.

Material Locations

Inventory items may be organized by assigning items to a location and bin. 

Each Location may have as many Bins as desired. You can create the Locations and Bins and later assign the material items using the drag-n-drop user interface.

You may also drag-n-drop a Bin including all its contents to a different Location.

Access to this menu is provided if the user has access to the Inventory.



The Locations management form may be filtered by the material category, subcategory or location.

You may also include all locations which is helpful if you want to move something into a location or bin that does not currently hold material with the same category or subcategory. 

If you want to locate a part you may use the find entry box. Enter a partial part number or an exact part number as desired.

Job Material Budgets *

Material items appear in the job budget with a designation of ‘M’ in the type column.

Place Holder Items

When you bring materials into a budget and the final material choice has not yet been made, you can bring in a “place holder” type of material so that the quantity and basic information is there and ready to be changed to the final choice. Place holder materials appear highlighted in the material budget.

Replace the placeholder items before final Material Release.

 

Notice that the place holder item “Buy” checkbox is unchecked. That is because we do not buy this item, we buy the item that replaces this item on the material budget.

This feature is useful when your CAD software uses a generic material name and the specific material will need to be specified after the CAD is imported into the TracManager Job Material Budget.

Processing Job Material Requirements From Job Budget * Step-by-step *

  1. View the Job Budget
  2.  Click on Release Materials button at the top of the form.
  3. Set the job (or job phase) due date
  4. Set the number of production days
  5. The order by date and the actions needed will automatically be set for you. Click Apply-Close
  6. Material that is on-hand may be charged to the job (or deferred charge if the system, is configured as such). Unavailable items will be allocated for purchase
  7. Open the Purchase Manager screen to see what needs to be purchased. Choose each item by clicking on the item in the left panel.
  8. Select a supplier and UOM where applicable then click Select For Purchase. The item will be queued for purchase in the lower left panel
  9.  Repeat as needed
  10.  At the end of this process you would click Create POs and the form will close.
  11.  Next you would look at the POs created from the View Purchase Orders menu. Edit as needed, create a PDF or email to the supplier.

Reporting - Materials & Inventory

Navigate to the Report Center. There are several material report types.

Transaction Journal –

The transaction journal provides a detailed list of every transaction related to the filter choice you have made. In this example, I have filtered the report to show all transactions for a specific part number “1 1/4 MDF”. I could have added other filters including dates, jobs etc. 

1- Select the report type. In this case Transaction Journal

2- Choose filter fields. In this case I clicked to expand the Inventory Fields folder

3- Then selected Part Number with the mouse

4- All valid part number choices appear in the list. You may type into the Find entry box to help find what you are looking for, or scroll to the desired part number

Not shown – Click Apply to set the filter. If you fail to apply the filter your report will be very large and take a while to create. Also, most reports have multiple template choices. When they do, you select the template you want before creating the report.

5 – Click Create Report 

 

Each report provides an option to export or print. In the top left the first ICON will provide export options. The Printer ICON provides printing options.

Inventory Lists

When creating an inventory list, you may want to know the inventory as of a specific date. TracManager provides a filter choice As Of Date for this purpose. 

Set your filters and Apply.

Several templates are provided, choose a template that suites your needs, then create the report.

Purchase Requisitions

The purchase requisition reports provide a means to report on what needs to be purchased. By using the filters, you can use this report for many other purposes. 

In this example, the report is set up to list items with the quantity to order > 0.

Here is an example of what the selected report shows: