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--- erp-manual:cloud:production:joborder:addmaterial [2022/11/21 11:41]
Varun Nagrecha
+++ erp-manual:cloud:production:joborder:addmaterial [2024/04/27 06:21] (current)
Varun Nagrecha
@@ Line 3: / Line 3: @@
 ====Overview====
-In the Input section, you can add the materials required for the Job Order. The materials can be added using three methods - Auto Generate Plan, Add Stock From BOM, and Add Material.
+In the Input section, you can add the materials required for the Job Order. The materials can be added using three methods:
+  * Auto Generate Plan
+  * Add Stock From BOM
+  * Add Material.
 ====Auto Generate Plan====
-The user can retrieve the materials list for that Job Order according to the BOM of the Design. Using Auto Generate Plan, the user can get the materials list automatically from the BOM of that design, along with the required quantities. \\
+The user can retrieve the materials list for that Job Order according to the BOM of the Design. Using Auto Generate Plan, the user can get the materials list automatically from the BOM of that design, along with the required quantities.
-To automatically generate plan, click on the Auto Generate Plan action button. A Confirm Action popup is opened.
- {{ erp-manual:cloud:production:autogenerateplan.png?400 }}
+  * To automatically generate plan, click on the Auto Generate Plan action button. A Confirm Action popup is opened.
+  * Click on the //Yes, Proceed// button to Auto Generate list of materials.
+ {{popup>erp-manual:cloud:production:autogenerateplan.png?400}}
-  * //Yes, Proceed//: Click on this button to Auto Generate list of materials.
-  * //Cancel Action//: Click on the Cancel button to cancel Auto Generate.
 ====Add Stock from BOM====
@@ Line 19: / Line 22: @@
 This method also generates the list of materials using the BOM of that Design. The difference from Auto Generate Plan is that in Add Stock From BOM, the user can change the required quantity for each material. This is done for processes where more material is required to complete the process. \\ For example, in casting, you need to add some extra metal than required for that cast.\\
-On clicking the Add Stock from BOM action button, a popup is opened.
+  * On clicking the Add Stock from BOM action button, a popup is opened.
- {{ erp-manual:cloud:production:addstockfrombom.png?500 }}
-  * //Design ID//: The design ID of the Job Order is displayed.
-  * //Design Name//: The name of the design is displayed.
-  * //Select BOM//: The BOM name will be automatically filled according to the Design Name.
-  * //Get BOM Materials//: Click on this button to get the materials list of the BOM selected.
-On clicking the Get BOM Materials button, the Materials section shows the list of materials of the BOM. \\
-The materials list shows the Item ID, Item Name, Unit of the item, Required quantity, and allocated quantity. \\
-Required Quantity is the quantity specified in the BOM. \\
+ {{popup>erp-manual:cloud:production:addstockfrombom.png?500}}
-Allocated Quantity is the quantity you want to add for the item. You can change the item quantity required by changing the Allocated Quantity field. \\
-You can remove an item from the list by clicking on the cross button at the end of item row.
+  * **Select BOM**: The BOM name will be automatically filled according to the Design Name.
+  * Click on Get BOM Materials button to get the materials list of the BOM selected. The Materials section shows the list of materials of the BOM.
+  * Required Quantity is the quantity specified in the BOM. Allocated Quantity is the quantity you want to add for the item. You can change the item quantity required by changing the Allocated Quantity field.
+  * You can remove an item from the list by clicking on the cross button at the end of item row.
 ====Add Material====
 This method is can be used to add materials individually, without the BOM. \\
-Material can be added using Add Material method in three different ways -
+Material can be added using Add Material method in three different ways:
-  - By entering the Item ID of the item to be added in the field on the left of the Add Material button. Click on Add Material button to add material with the entered ID. If the Id matches from inventory, the item is added.
+  - **Scan Barcode or QR code** to add item.
-  - By scanning the Barcode of the item. After scanning the code, the Item ID is displayed in the field. Click on Add Material button to add material with the entered ID. If the Id matches from inventory, the item is added.
+  - Provide the **Item Id** in the box mentioned "Barcode / Id..." and then click the + button to add the item.
-  - By selecting the required materials from a list of items. this method is explained in details below.
+  - Click **Add Material** button directly, this will **open search screen** for users to search and select the item to add.
-In the third way, click on the Add Material button without entering anything in the field besides the button. The Select Item popup is opened.
+ {{popup>erp-manual:cloud:production:addmaterialsearchscreen.png?500}}
- {{ erp-manual:cloud:production:addmaterialsearchscreen.png?500 }}
-From this list, select the required items and click on Confirm action button to add the items.

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