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Materials Management

Learn to add Raw Materials and update stocks in SFactrix

Harry avatar
Written by Harry
Updated over 2 years ago

SFactrix application provides a comprehensive solution just required to run a smart factory. SFactrix is a smart Manufacturing Execution System covering the role of Inventory Management as well. The inventory Management System of SFactrix helps the manufacturers maintain appropriate stock levels required for manufacturing a new product in the production environment. The inventory management system helps in planning and scheduling the production process, helps systematic production process without any delay, avoids loss in income due to stocks dropping too low, and maintains constant production which in turn helps in business continuity.

Pre-condition – Plant, Work Center, assets, Parts, Customers, and Suppliers should be created in SFactrix.ai prior to adding Material in SFactrix.

How to add Raw Materials information?

  • Login to your SFactrix.ai account by going to https://app.sfactrix.ai.

  • From the settings page, under organization settings, click on the ‘Materials’ card.

  • Click the ‘Add Material’ button on the Materials page.

  • The 'Add Material' form will appear. Fill the form with proper data as shown below.

  • Click the submit button. You will have successfully added the Material information.

Please note the details of each parameter required to complete the Material creation.

Field

Description

Material Code

Enter a unique Material code for identification.

Material Name

Enter the Material name.

Material Variant

Enter Material Variant (type of material, material texture, etc).

Description

Describe briefly about the material for reference.

Supplier Name

Choose the Supplier Name(already created) from the drop-down list.

Purchase Cost

Enter the cost of purchasing the material.

Purchase Currency Code

Choose the currency code for purchase from the drop-down menu.

Unit of Measure

Enter the unit of measure for the material quantity.

Minimum Order Qty

Enter the quantity of material ordered.

Delivery Time

Mention the delivery time (in days) to deliver the required quantity of material.

Storage Location

Mention the place/location to store material.

How to edit/update material information?

Updating the information provided on SFactrix can be easily edited by following the below steps.

Steps to edit/update Material in SFactrix:

  • Login to your SFactrix.ai account by going to https://app.sfactrix.ai.

  • From the settings page, under organization settings, click on the ‘Materials’ card.

  • 'Materials' display page will appear.

  • Click on the 'edit' symbol across the supplier you wish to edit on the Materials list page.

  • Make the necessary edits/update to the Materials specifics.

  • Click on ‘Update’ button to save changes.

What are the three Summary Cards on top of the Materials Page?

The three summary cards on top of the Materials page display the inventory details. These inventory management summary cards help the manufacturers maintain the appropriate stock levels required for manufacturing a new product.

Materials Summary

How to delete materials information?

Follow these simple steps to delete Materials in SFactrix.

  • Login to your SFactrix.ai account by going to https://app.sfactrix.ai.

  • From the settings page, under organization settings, click on the ‘Materials’ card.

  • 'Materials' display page will appear.

  • Click on the 'edit' symbol across the Materials you wish to delete on the Materials list page.

  • Click on the ‘Delete’ button to delete the Materials information.

Click on 'Yes' button when you receive a pop-up stating, ‘Are you sure to delete. This deletes the Materials chosen.

How to update materials stock level?

When the materials are added in SFactrix application, the stock can be updated regularly to keep a count of stocks available for manufacturing a product in the production unit.

Follow the below steps to update the stock in SFactrix.

  • Login to your SFactrix.ai account by going to https://app.sfactrix.ai.

  • From the settings page, under organization settings, click on the ‘Materials’ card.

  • The 'Materials' list page will be displayed.

  • Click on 'Stock Update' across particular Materials.

  • The 'Stock Update' form will appear. Fill the form with proper data as shown below.

  • Click the submit button. You will have successfully added the Stock Update.

Please note the details of each parameter required to complete the Stock Update.

Field

Description

Material Code

Enter a unique Material code for identification.

Supplier Code

Enter the Supplier Code for reference.

PO Number

Enter the Purchase Order number

LOT Number

Enter the LOT number for the ordered quantity.

Batch Number

Enter the Batch number for the purchase.

Received Quantity

Enter the quantity of stock received.

Received Date

Choose the date from the calendar icon of receiving the stock.

Unit of Measure

Enter the unit of measure for the material quantity.

Minimum Order Qty

Enter the quantity of material ordered.

What's next?

Once you are done creating the Materials, the next step is to create Work Order.

Work Orders are the manufacturing orders given by Customers or the Internal Sales Team to produce and deliver to customers.

Click the below link to learn more about creating Work Order and its features.

For any feedback and enquires on the functionalities of the Materials in SFactrix application, write to our support team at [email protected]

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