Materials

Clicking on the Materials menu item opens an overview of the materials used by your company.

Material data can be filtered by code, name, material type, level, UNSPSC and procurement category.

The material view / edit form contains basic information about the material. On the right side of the window you can see all Projects / RFx-es / eAuctions where the material was used as a procurement item.1If you click on a record, the overview of the record (e.g. RFx) will open..

Click on the Accept button to save changes.

 

A new material can be added in two ways:

• By clicking on the + button:

• By importing a list of materials from an Excel file by clicking on the button. Not that the first column in the file must be the material code and the second column the planned price. Decimal point is used as a decimal separator.