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Materials on jobs

Link inventory items to jobs so the team knows what is ordered and on site.

Steps​

  1. Open the job (drawer or full page) and check Quotes if you need to approve a variant.
  2. Open the Materials panel and click Add material (or use the prompt after accepting a job with no materials yet).
  3. If the approved quote name matches stock (for example material and thickness), use the Suggested from quote chips — they fill the catalog item and set source to in house.
  4. Choose In house to reserve stock or a free slab/remnant (picker shows size and photo when available), or Need for job when you still need to order.
  5. For need-order lines, click Raise PO to create a purchase order for a supplier. Sending the PO marks materials On order; receiving the PO brings them in house.
  6. If a quote was soft-planned and a piece was no longer free at acceptance, the line shows Needs reassignment — pick another available slab or use Look up / scan.
  7. When fabrication is done, Mark used. If a slab was allocated, you can create one or two leftover remnants (size + optional photo) in the same step, or skip leftovers and consume only.
  8. Material status also appears on kanban cards.

You can also add or photograph remnants later under Stock → Slabs.

Assign materials modal
Screenshot: Assign materials modal.