The Materials tab lists every material line across your orders, so you can see what was ordered, what has arrived and what it cost without opening each order.
Before you start
Your role needs access to the materials list. Material Requesters do not get a Materials tab.
Materials appear here once they are on a request, an RFQ or an order. You cannot add one on this page.
What the page shows
Each row is 1 material line on 1 order. The same material on 3 orders is 3 rows, and nothing is added together. Search a material and you see every order it is on.
The table opens with Status, Description, Order, Project, Vendor and Tags. Quantity, cost and code columns are switched on from the options panel.
Statuses
The chips above the table filter the list. These are the default labels. Your company can rename them, so yours may read differently.
Drafted and Approved: nothing has gone to a vendor yet.
Quote Requested and Quote Provided: the line is on an RFQ (request for quote).
Order Placed and Order Confirmed: it is ordered.
Partially Shipped, Shipped and Delivered: it is on the way, or it has arrived.
Cancelled: the order it sits on was stopped.
Filter, choose columns and download
Open the options panel above the table. It has 3 tabs:
Filters: narrow by project, vendor, cost code, phase code, class, tags and dates.
Columns: show or hide columns.
Download: export what you are looking at.
A download carries the filters and columns you have applied, not the whole table.
Notes and limits
Use the project selector to switch between all projects and 1 project.
Materials are edited on the request, on the order, or in your Material Database. Not here.
Best practices
Set your filters and columns before you download. The export takes the view in front of you, so a download made on the opening columns arrives without the cost codes your accountant asked for.
Search the material description when you need to know where something is being used. One row per order is what makes that work, and a combined total would hide which order is short.
Read the delivered quantity on the row, not the order status, when you are chasing a shortage. An order reads Partially Delivered whether 1 line is outstanding or 20 are.
If this doesn't work
Start a chat from the Messenger in the bottom-left of this page, or email help@subbase.io. Include the order or project number and what you expected to happen.