EN_Part 5: Material

5.1 Material management

In the main menu, navigate to MATERIAL→ MATERIAL MANAGEMENT.

All materials are displayed here in a list and you can navigate from here to the detailed view of the individual materials by clicking on the small arrow on the right-hand side of the line.

5.1.1Creating a material

You can create a new material by clicking on the ADD NEW MATERIAL button at the top right of the list of materials.

The following fields are available when creating a material:

Field	Description	Mandatory field
Material number	Identification number of the material	Yes
Unit	Unif of a material	Yes
Material type	Defines the use of the material	Yes
Material status	Availability of the material	Yes
Title of the material	Name of the material	Yes
Material description	Description of the material	No

Press SAVE after you have added all the relevant information. You can edit the material again at a later date at any time.

4.1.2 Detailed view of material

Once you have created a new material, you are automatically taken to the detailed view of the material. You can also navigate to the detailed view of an existing material via the list of materials by simply clicking on it.

You can navigate back to the MATERIAL OVERVIEW by clicking the BACK button.

To edit a material, click on the EDIT button - you will then be redirected to the same view that you are already familiar with from creating a new material.

Materials cannot be deleted. However, you have the option of setting the material status to INACTIVE if a material is no longer available.

4.1.3 Material types

There are three material types in Workheld that can be used in different ways:

Material type	Inventory managed	Ordering material	Material consumption entries

Material type	Inventory managed	Ordering material	Material consumption entries
Spare part	Yes	Order from work order	Yes
Consumable part	Yes	Order from inventory	No
Installation material	No	No	Yes

Spare parts are materials for which a material consumption entry can only be created if the technician also has a corresponding quantity in their inventory. Technicians can order spare parts from a work order, whereby the material order is automatically linked to the project, assignment or standing order and therefore also to the customer.

Consumable parts are materials for which no material consumption entries can be created. However, it is possible to manage consumables in the inventory and order them from the inventory overview.

Installation material cannot be managed in the inventory and cannot be ordered. However, it is possible to create material consumption entries for assembly material.

5.2 Material orders

In the main menu, navigate to MATERIAL→ MATERIAL ORDERS.

All material orders are displayed here in a list and you can navigate from here to the detailed view of the individual orders by clicking on the small arrow on the right-hand side of the line.

5.2.2 Detailed view of material order

In the detailed view of the order, all information about the material order is displayed in the upper section. In the lower section, you will see the list of materials that are part of the order.

You can now change the status of the order under the ORDER STATUS tab. The status you have selected is also displayed to the technician in the overview of his material orders.

You can set the following order statuses:

Status	Meaning
Synchronized	The order has been successfully synchronized by the technician.
Approved	The order has been approved by a coordinator.
Ordered	The order has been ordered from the supplier.
In delivery	The order is on its way to the technician.
In stock	The order has been received by the technician.

After the order has been received by the technician and thus set to the status IN STOCK, the material order is no longer displayed in the list of material orders.

You can also display completed orders by clicking the INCLUDED COMPLETED button in the list of material orders.

5.3 Material inventory overview

In the main menu, navigate to MATERIAL→ INVENTORY OVERVIEW.

Here you can view the current stock in the inventory of the individual technicians. To do this, first select the desired technician from the dropdown in the top right-hand corner.

Once you have selected a technician, the stock in the technician's inventory is displayed in a list view. You have the option of searching the stock by material number or material name.