Add materials to the materials list
There are two methods by which to add materials to Maintainly:
Individually add - follow the guidelines below
To add a new material:
Navigate to Materials;
Click New material;
Nominate the Title, Type (start typing & then click Create under the field to add a new one), and Unit Measurement (the unit by which both consumption and ordering will be measured);
TIP: To add a new material type, type the new one and then click Create that appears underneath the field)
Add other details as desired;
Click Save;
NOTE: Upon saving, barcode, image upload and additional tabs will be enlivened.
Click Upload and select an image of the material;
Click Save.
Archive or delete a material
Materials can be either deleted or archived, depending on their current status:
Delete - only if the material has never been utilised. There is no material history.
Archive - all other instances. History of use will be maintained.
To delete or archive a material:
Navigate to Materials;
Filter to and then click the name of the material that is to be edited;
Scroll to the bottom of the page and click either the Archive or Delete button;
NOTE: If the material has any history, the delete button will be disabled & archive becomes the only option.
Click Confirm.
To un-archive a material:
Navigate to Materials;
Using the advanced filter (the icon to the right of the filter field), filter the list to only the archived materials;
NOTE: You can further filter the list either by using additional options in the advanced filter or by typing part or all of the material title in the filter field.
Click the name of the material that is to be edited;
Scroll to the bottom of the page and click Un-Archive;
Click Confirm.