This guide shows you how to add a new approved material record to track a supplier's product against one of your raw materials.
Before you start
To add an approved material, you'll need:
The product (raw material) - create it first if it doesn't exist
The supplier - create them first if they're not in the system
The supplier's product details (their product name, code, etc.)
Ways to add an approved material
You can start adding an approved material from several places:
Dashboard - Click New Approval
Top navigation - Click the + button
Approved Materials page - Click Add Approved Material
Fill in the details
Select your Product (the raw material you're approving a source for)
Select the Supplier
Select or add the Supplier's Product (you can create it here if needed)
Set the Approval Status (e.g., "R&D Not Started" for new materials)
Click Create
Field descriptions
Field | What to enter | Why it matters |
Product | Your internal raw material | Links this approval to your product catalogue |
Supplier | The company supplying this material | Associates the approval with the correct vendor |
Supplier's Product | The supplier's specific product | Tracks exactly which variant is approved |
Approval Status | Current stage of approval | Shows progress through your approval workflow |
Approval statuses
Common approval statuses include:
R&D Not Started - New material, not yet reviewed
R&D In Progress - Currently being evaluated
Approved - Passed all checks, ready to purchase
Rejected - Did not meet requirements
What's next?
After creating an approved material:
Upload documents (SDS, COA, TDS) to the approval record
@mention a colleague to notify them about the new material
Update the status as the material moves through your approval process