What you can do

Task	Where to find it
Browse and search materials	Material > Material List
Create a new material	Material List toolbar > Create
View or edit a material	Click any row in the Material List
Manage catalogues and categories	Material > Categorisation
Configure material types	Material > Categorisation > Types
Set up units of measure	Material > Settings > Units of Measure
Manage user groups	Material > Settings > User Groups
View the material dashboard	Material > Dashboard (company only)

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Key concepts

Materials

A material is any item your organisation tracks -- a spare part, a consumable, a piece of equipment, or a service. Each material record carries:

An identity (name, code, part number)
A classification (catalogue, category group, category, material type)
Units of measure (base/inventory, purchase, and sales units)
Tracking dimension settings (batch, serial, owner, space, status)
Physical dimensions (weight, height, width, depth, volume)
Coverage and planning parameters per inventory location

Materials have a five-stage lifecycle:

Draft --> Active --> Inactive --> Deprecated --> Deleted

^ | |

+--------------+ |

+-------------------------------+

Draft -- the material is being set up; it cannot be used in transactions.
Active -- the material is available for procurement, inventory, and sales.
Inactive -- temporarily suspended; can be reactivated.
Deprecated -- marked for phase-out; can still be reactivated if needed.
Deleted -- permanently removed from active use.

Catalogue materials vs. temporary materials

In procurement workflows, users may enter items that do not yet exist in the material catalogue. These appear as temporary materials and can later be converted into full material records. Only catalogue materials participate in inventory tracking and stock-level calculations.

Two levels of editability

Material fields are divided into two groups:

Basic fields -- name, description, code, part number, tags. These can be changed as long as the material is not deprecated or deleted.
Structural fields -- material type, category, units of measure, tracking dimensions, and physical dimensions. These are locked once any inventory transaction has been recorded for the material. A banner at the top of the material page warns you when this lock is in effect.

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How Material Management connects to other modules

+-----------------------+

| Material Management |

| (master data) |

+-----------+-----------+

+---------------------+---------------------+

| | |

+---------v---------+ +---------v---------+ +---------v---------+

+-------------------+ +-------------------+ +-------------------+

Procurement uses material records on requisition lines, purchase orders, and goods receipts. The material's purchase unit and supplier catalogue drive pricing and ordering.
Inventory uses material records to track on-hand quantities, create journal entries, and enforce tracking dimensions (batch, serial, etc.).
Maintenance links materials to equipment as spare parts, with quantity and criticality ratings.

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Navigation (company application)

Menu item	Description
Dashboard	Customisable widgets showing material statistics
Material List	Browse, search, and create materials
Categorisation
&ensp; Types	Define material types (purchasable, stockable, etc.)
&ensp; Catalogues	Top-level catalogue containers
&ensp; Categories	Hierarchical category groups and categories
&ensp; Attributes	Custom attribute types and attribute groups
&ensp; Dimensions	Variant dimensions (colour, size, style, etc.)
Settings
&ensp; Units of Measure	Unit definitions, systems, and conversions
&ensp; User Groups	Groups for authorisation-rule assignment

Navigation (ship application)

The ship application provides a subset of the company navigation:

Menu item	Description
Material List	Browse, search, and create materials
Categorisation
&ensp; Types	View material types
&ensp; Catalogues	View catalogues
&ensp; Categories	View category groups and categories

The ship application has full material create-and-edit capabilities but does not expose catalogue/type/category configuration screens. Configuration is managed from the company application and synchronised.

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Working with Materials

A material record is the central object in Material Management. This chapter covers every aspect of creating, viewing, editing, and managing material records through their full lifecycle.

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Creating a material

Open Material > Material List.
Click Create in the toolbar. A creation form appears.
Fill in the fields:

Field	Required	Notes
Variation type	Yes	Choose Standalone (single item) or Master (has variants). See [Variants](06-variants.md).
Name	Yes	The display name of the material.
Category group	No	If selected, the Category field becomes required. Groups that do not allow the selected type are greyed out.
Category	Conditional	Required when a category group is selected.
Type	No	Material type (e.g., Spare Part, Consumable). Types not permitted by the selected category group are greyed out. If a default type exists, it is pre-selected.
Base unit	No	The inventory (base) unit of measure.
Purchase unit	No	Visible only if you have access to the Procurement module. Disabled if the selected type is not purchasable.
Sales unit	No	Visible only if you have access to the Sales module. Disabled if the selected type is not salable.

Click Save. The material is created in Draft status.

**Tip** -- You can always add or change the type, category, and units later from the material detail page, as long as no inventory transactions have been recorded.

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Material detail page

Opening any material from the list takes you to the detail page. The page is organised into panels:

Page header

Title -- the material name. Click to edit it inline (when editable).
Status badge -- shows the current lifecycle status with colour coding.
Toolbar -- lifecycle action buttons (see [Lifecycle actions](#lifecycle-actions) below).

Banner messages

Two types of banner may appear below the title:

Structural lock (amber) -- "Structural fields are locked because this material has inventory transactions." Appears when the material has been used in at least one journal or transaction. Basic fields remain editable.
Validation warnings -- one banner per active violation. See [Validation and violations](#validation-and-violations) for the full list. You can dismiss (mute) a violation by closing its banner.

Left sidebar

Section	Contents
Images	Photo carousel with upload (up to 4 images at once) and delete.
Definition	Part number, code, status, variation type (if not Standalone), created by/date.
Units of Measure	Base, purchase, and sales units with inline editing. Unit-of-measure conversions appear below when two or more distinct units are assigned.
Hierarchy	Material type, category (with category group), and tags.
Description	Free-text description field.

Centre area

Section	Visible when	Contents
Variants	Variation type is Master	Table of existing variants; button to generate new variants from dimension combinations.
Equipment	Always	Linked equipment (spare-part relationships) with add button.
Coverage	Variation type is not Master, type is stockable	Per-location planning parameters. See [Coverage and Planning](07-coverage-and-planning.md).
Journal Reason Policy	Type is stockable	Per-journal-type reason requirement configuration.

Right sidebar

Section	Visible when	Contents
Product IDs	Always	Commercial identifiers: GTIN, UPC, EAN, ISBN, SKU, ASIN, GCID. Add, edit, or remove.
External Part Numbers	Variation type is not Master	Manufacturer, customer, or supplier part numbers with company reference.
Dimensions	Variation type is Master	Dimension group assignments (colour, size, etc.).
Attributes	Attribute types exist for this material, not Master	Custom attribute values. Data types include text, number, date, and boolean.
Physical Dimensions	Type is stockable, not Master	Weight (net, tare, gross), dimensions (width, height, depth), and volume.
Tracking Dimensions	Type is stockable, not Master	Toggle switches for space, status, batch, serial, and owner tracking. See [Tracking Dimensions](05-tracking-dimensions.md).

Left dock (full-width panels)

Section	Visible when	Contents
On Hand	Type is stockable	Current stock quantities per location, with tracking-dimension drill-down.
Transactions	Not Master, type is stockable	Complete transaction history for this material.
Price History	Not Master, type is purchasable	Historical purchase prices with statistics (min, max, average), a trend chart, and a detail grid. Filterable by legal entity.

Right dock (tabs)

Tab	Contents
Comments	Free-text comments (add, edit your own, delete your own). 350-character limit.
Attachments	File uploads and downloads. Supports any file type.
Events	Read-only chronological audit log of every change made to the material.

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Lifecycle actions

The toolbar shows different buttons depending on the material's current status:

Current status	Available actions
Draft	Activate, Deprecate
Active	Deactivate
Inactive	Activate, Deprecate, Delete
Deprecated	Activate, Delete
Deleted	(none -- record is read-only)

All lifecycle actions require the Edit Material access right. The Activate action is available even when the page is otherwise read-only (e.g., you only have view access), as long as you hold the access right.

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Editing fields

Inline editing

Most fields on the detail page support inline editing: click the field value, make your change, and confirm. Changes are saved immediately.

Basic fields (always editable while material is not Deprecated or Deleted)

Name
Description
Code
Part number
Tags
Product IDs
External part numbers
Bullet points
Comments and attachments
Manufacturer
Attributes
Images

Structural fields (locked once inventory transactions exist)

Material type
Category (and category group)
Base (inventory) unit, purchase unit, sales unit
Unit-of-measure conversions
Tracking dimensions (batch, serial, owner, space, status)
Physical dimensions
Dimension groups (for master materials)

When structural fields are locked, the system displays an amber banner and the fields show a lock icon with the message: "This field cannot be changed because inventory transactions already exist for this material."

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Validation and violations

The system continuously validates materials against a set of rules. Violations appear as coloured banners at the top of the material page. You can mute (dismiss) a violation if you intentionally accept the condition; muted violations can be un-muted from the Violations popover in the toolbar.

Error-level violations (prevent proper operation)

Violation	Description
Corrupted category data	Internal data integrity issue. Contact support.
Base unit not assigned	The material has no inventory unit of measure.
Dimension groups not set	A master material has no dimension groups assigned.
No variants generated	A master material has dimension groups but no variants have been created.
Type not allowed in category group	The material type is not permitted by the assigned category group.
Missing conversion: base to purchase	No unit conversion exists between the inventory and purchase units.
Missing conversion: base to sales	No unit conversion exists between the inventory and sales units.
Missing conversion: purchase to sales	No unit conversion exists between the purchase and sales units.

Warning-level violations

Violation	Description
Type not assigned	The material has no material type.
Inactive catalogue	The catalogue this material belongs to has been deactivated.
Inactive category group	The category group has been deactivated.
Inactive category	The category has been deactivated.
Inactive type	The material type has been deactivated.
Category not assigned	The material has no category.
Batch enabled but no properties set	Batch tracking is turned on but no batch properties are configured.

Informational violations

Violation	Description
Part number not set	The part number field is empty.
Sales unit not assigned	The material has no sales unit (relevant if salable).
Purchase unit not assigned	The material has no purchase unit (relevant if purchasable).

Violations related to procurement are hidden if you do not have Procurement module access. Likewise, sales-related violations are hidden without Sales module access.

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Unit-of-measure conversions

When a material has two or more distinct units assigned (e.g., base unit is "Piece" and purchase unit is "Box"), you need conversions to translate between them.

Adding a conversion

In the Units of Measure section, scroll to the Conversions area.
Click Add.
Select the two units (A and B). Pairs already covered are excluded.
Enter the conversion factor (e.g., 1 Box = 12 Pieces).
Select a rounding mode (e.g., Half Up, Half Down, Floor, Ceiling).
Click Save.

The maximum number of conversions equals n x (n - 1), where n is the number of distinct units. For three units (base, purchase, sales) that's up to six conversions.

Editing or removing a conversion

Click the conversion in the list to edit the factor or rounding mode. The unit pair cannot be changed after creation -- delete and re-create if needed.

─────────────────────────────────

Equipment linking

Materials can be linked to equipment as spare parts:

In the Equipment section, click Add Equipment.
Select an inventory location (filtered to vessel locations).
Select the equipment from that vessel.
Set the quantity, criticality, and optional notes.
Click Save.

The equipment count is shown as a badge on the section header.

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Journal reason policy

For stockable materials, you can configure whether a reason is required, optional, or not shown when this material appears on each type of inventory journal:

Journal type	Default policy
Arrival	Optional
Adjustment	Optional
Counting	Optional
Movement	Optional
Transfer	Optional
Internal Transfer	Optional
Ownership Transfer	Optional

Click the policy cell in the table to change it. This material-level policy works together with the location-level reason policy (see [Inventory Management](../inventory-docs/README.md)).

─────────────────────────────────

Classification

Materials are organised into a three-level hierarchy: Catalogue > Category Group > Category. This structure lets you browse materials the way your organisation thinks about them (e.g., by system, by deck, by function) and apply shared rules at each level.

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Catalogues

A catalogue is the top-level container. Typical examples: IMPA Catalogue, Company Catalogue, Ship Systems.

What a catalogue defines

Property	Description
Name	Display name of the catalogue.
Status	Draft, Active, Inactive, or Deprecated.
Allowed locations	Restrict which inventory locations can use materials from this catalogue. Leave empty to allow all.
Read-only	When set, materials imported from this catalogue cannot be edited locally. Used for shared/distributed catalogues.
Require type for procurement	If enabled, materials in this catalogue must have a material type assigned before they can be added to purchase requisitions.
Category groups	The list of category groups that belong to this catalogue.

Creating a catalogue

Go to Material > Categorisation > Catalogues.
Click Create in the toolbar.
Enter a name and optionally set allowed locations.
Click Save. The catalogue is created in Draft status.
Open the catalogue and click Activate to make it available.

Catalogue detail page

Section	Contents
Definition	Name, status, description, read-only flag.
Category Groups	Table of category groups in this catalogue. Add or remove groups.
Materials	All materials assigned to this catalogue (read-only list).
Description	Free-text description.
Comments	Threaded comments.
Attachments	File uploads.
Events	Audit log of all changes.

Distributed catalogues

Catalogues can be distributed from a central Navatom database to your organisation's database. Distributed catalogue materials are marked as read-only -- you cannot edit their core fields locally. This is used when your organisation subscribes to a standard catalogue maintained by Navatom or a third party.

To request a distributed catalogue:

Open the catalogue list.
Switch to the Distributed tab.
Click Request next to the catalogue you want.
The catalogue and its materials will be imported into your database.

─────────────────────────────────

Category groups

A category group sits between a catalogue and its categories. It lets you group related categories together and control which material types are allowed within the group.

What a category group defines

Property	Description
Name	Display name (e.g., "Deck Equipment", "Engine Room Spares").
Status	Draft, Active, Inactive, or Deprecated.
Catalogue	The parent catalogue this group belongs to.
Allowed material types	Only these material types can be assigned to materials in this group. Leave empty to allow all types.

Creating a category group

Go to Material > Categorisation > Categories and select the Groups tab.
Click Create.
Enter a name and select the parent catalogue.
Optionally restrict allowed material types.
Click Save (created in Draft), then Activate.

Category group detail page

Section	Contents
Definition	Name, status, catalogue, description.
Categories	Tree-structured list of categories in this group.
Allowed Types	Material types permitted in this group.
Materials	All materials in this group (read-only list).
Description	Free-text description.
Comments	Threaded comments.
Attachments	File uploads.
Events	Audit log.

─────────────────────────────────

What a category defines

Property	Description
Name	Display name (e.g., "Lubricants", "Navigation Lights").
Status	Draft, Active, Inactive, or Deprecated.
Parent category	The parent in the tree (or root if top-level).
Attribute types	Custom attribute types inherited by materials in this category.
Inherit attributes	When enabled, the category inherits attribute types from its parent.
Default tracking dimensions	Override the default tracking settings for materials in this category.
Cross-catalogue mappings	Map this category to equivalent categories in other catalogues for interoperability.

Creating a category

Categories are created from within a category group:

Open a category group's detail page.
In the Categories section, click Add Root Category (or right-click an existing category and choose Add Sub-Category).
Enter a name.
Optionally configure attribute types and tracking dimension defaults.
Click Save.

Category detail page

Section	Contents
Definition	Name, status, parent path (breadcrumb from root).
Attributes	Attribute types assigned to this category.
Materials	All materials in this category (read-only list).
Description	Free-text description.
Comments	Threaded comments.
Attachments	File uploads.
Events	Audit log.

Category path

Every category maintains a path -- the chain of parent categories from the root down. For example:

Ship Systems > Propulsion > Main Engine > Lubricants

This path is displayed as a breadcrumb on the category detail page and is searchable from the material list.

─────────────────────────────────

How classification affects other modules

Rule	Effect
Category group restricts allowed types	When creating or editing a material, only permitted types appear in the dropdown.
Catalogue restricts allowed locations	Materials from a location-restricted catalogue are available only at the specified inventory locations.
Category defines default tracking dimensions	New materials in the category inherit the category's tracking configuration.
Category assigns attribute types	Materials in the category display the assigned attribute fields on their detail page.
Category group is used in approval rules	Approval and authorisation rules can match by category group (e.g., require approval for all "Engine Room" materials).
Catalogue read-only flag	Materials in a read-only catalogue cannot have their core fields edited.

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Lifecycle for classification entities

All three levels (catalogue, category group, category) share the same lifecycle statuses:

Status	Meaning
Draft	Being configured. Not yet available for material assignment.
Active	Available for use.
Inactive	Suspended. Existing materials are unaffected, but new materials cannot be assigned to it. A warning violation appears on affected materials.
Deprecated	Marked for phase-out. Same restrictions as Inactive.

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Units of Measure

Every material in Navatom can have up to three unit-of-measure assignments: one for inventory tracking, one for purchasing, and one for sales. This chapter explains how to set up unit systems, create units, define conversions, and assign units to materials.

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Concepts

Unit of measure

A unit of measure (UoM) is a standardised quantity for expressing amounts. Examples: Piece, Kilogram, Litre, Box, Metre.

Each unit has:

Property	Description
Name	Display name (e.g., "Kilogram").
Plural name	Used when the quantity is not one (e.g., "Kilograms").
Symbol	Abbreviation shown in grids and badges (e.g., "kg").
Code	Unique identifier, typically aligned with UNECE Recommendation 20.
Type	The physical quantity it measures. See [Measurement types](#measurement-types).
Precision	Number of decimal places (0 to 10) used when displaying quantities.
Rounding mode	How to round: Half Up, Half Down, Floor, Ceiling, etc.
Commercial	Flag indicating whether the unit is used in commercial contexts.
System	Optional grouping (see [Unit systems](#unit-systems)).

Three unit roles on a material

Role	Purpose
Base (Inventory)	The fundamental unit for stock tracking and on-hand calculations. All inventory transactions use this unit.
Purchase	The unit used on purchase orders and vendor quotations. Requires a conversion to the base unit. Only visible if the material type is purchasable.
Sales	The unit used on sales documents. Requires a conversion to the base unit. Only visible if the material type is salable.

Global vs. local units

Navatom provides a set of global (system-provided) units of measure that are shared across all organisations (e.g., standard metric and imperial units). Your organisation can also create local units specific to your needs (e.g., "Drum" with a custom capacity).

When searching for a unit, global units are checked first, then local units.

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Unit systems

A unit system groups related units together (e.g., "Metric", "Imperial", "Maritime"). Systems are optional and purely organisational.

Creating a unit system

Go to Material > Settings > Units of Measure and select the Systems tab.
Click Create.
Enter a name and description.
Click Save.

Unit system detail page

Section	Contents
Definition	Name, status (Draft / Active / Inactive).
Description	Free-text description.
Units	Table of all units assigned to this system.
Comments	Threaded comments.
Attachments	File uploads.
Events	Audit log.

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Creating a unit of measure

Go to Material > Settings > Units of Measure (Units tab).
Click Create.
Fill in the form:

Field	Required	Notes
System	No	Assign to a unit system for grouping.
Type	Yes	The measurement type (see list below).
Name	Yes	Display name.
Plural name	No	Shown when quantity is not one.
Symbol	Yes	Short abbreviation (e.g., "kg", "pcs").
Description	No	Optional notes.
Precision	Yes	Decimal places, 0--10.
Rounding mode	Yes	How to round calculated quantities.
Commercial	No	Toggle if used in commercial/trade contexts.

Click Save. The unit is created in Draft status.
Activate it to make it available for material assignment.

Unit detail page

Section	Contents
Definition	Name, symbol, type, precision, rounding mode, commercial flag.
System	Parent system assignment.
Materials	Table of all materials using this unit (as base, purchase, or sales).
Comments	Threaded comments.
Attachments	File uploads.
Events	Audit log.

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Measurement types

Units are classified by their physical quantity. The available types are:

Type	Examples
Length	Metre, Foot, Inch
Mass	Kilogram, Pound, Tonne
Volume	Litre, Gallon, Cubic Metre
Quantity	Piece, Each, Dozen
Area	Square Metre, Acre
Time	Hour, Day, Minute
Temperature	Celsius, Fahrenheit
Pressure	Bar, PSI, Pascal
Velocity	Knot, km/h, m/s
Force	Newton, Kilogram-force
Energy	Joule, kWh, BTU
Power	Watt, Horsepower
Electric Current	Ampere
Voltage	Volt
Frequency	Hertz, RPM
Density	kg/m3, lb/ft3
Flow Rate	m3/h, GPM
Torque	Nm, lb-ft
Viscosity	cSt, Pa.s
Concentration	ppm, mg/L
Luminous Intensity	Candela, Lumen
Angle	Degree, Radian
Data	Byte, Megabyte
Proportion	Percentage, Ratio
Electrical Resistance	Ohm
Currency	USD, EUR
Custom	For non-standard quantities

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Unit conversions

A conversion defines how to translate between two units. Conversions are stored at two levels:

Global conversions -- between global (system-provided) units; shared across all organisations.
Material-level conversions -- on individual materials, between any two of that material's assigned units.

Creating a global conversion

Go to Material > Settings > Units of Measure and select the Conversions tab.
Click Create.
Select Unit A and Unit B.
Enter the conversion factor (how many of B equal one A).
Select a rounding mode.
Click Save.

Material-level conversions

These are configured on the material detail page in the Units of Measure section. See [Working with Materials > Unit-of-measure conversions](02-materials.md#unit-of-measure-conversions).

Conversion direction

Conversions are bidirectional. If you define "1 Box = 12 Pieces", the system automatically knows that 1 Piece = 0.0833 Boxes (using the inverse of the factor, subject to the configured rounding).

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Assigning units to a material

From the creation form

Select the base, purchase, and/or sales units during material creation.

From the material detail page

Open the material.
In the Units of Measure section, click the unit field you want to set.
Search for and select the unit from the dropdown.
The unit is saved immediately.

**Important** -- Changing a unit is a structural edit. Once any inventory transaction exists for the material, unit assignments cannot be changed. The field will show a lock icon and the message: *"This field cannot be changed because inventory transactions already exist."*

Validation

If you assign two or more distinct units but do not create the conversion between them, a red validation violation will appear:

*"Missing conversion: base to purchase"*
*"Missing conversion: base to sales"*
*"Missing conversion: purchase to sales"*

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Tracking Dimensions

Tracking dimensions add granularity to your inventory records. Instead of knowing only "we have 100 litres of lubricant at Warehouse A", tracking dimensions let you know which batch, which serial number, who owns it, which shelf it's on, and what quality status it has.

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Overview

Each material can enable up to five independent tracking dimensions:

Dimension	What it tracks	Typical use case
Space	The physical storage location within a warehouse	Shelves, bins, holds, racks
Status	The quality or condition state of the stock	Available, Quarantine, Inspection, Blocked
Batch	A manufacturing or procurement lot	Lot-controlled chemicals, paints, food items
Serial	An individual item's unique identifier	High-value equipment, certified components
Owner	The legal entity that owns the stock	Consignment stock, vendor-managed inventory

Tracking dimensions are configured per material on the material detail page (Tracking Dimensions section in the right sidebar). They are structural fields -- once any inventory transaction exists for the material, tracking toggles cannot be changed.

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Space tracking

When enabled, every inventory transaction for this material records the space (sub-location) where the stock is stored. Spaces are defined within inventory locations.

On inventory journal lines, a Space column appears for selecting the space.
On-hand quantities are broken down by space.
Transfer journals can move stock between spaces.

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Status tracking

When enabled, each unit of stock carries an inventory status -- a user-defined quality state.

Inventory statuses

Inventory statuses are configured under Inventory > Settings > Inventory Statuses. Each status has:

Property	Description
Code	Short identifier (e.g., "AVAIL", "QUAR").
Name	Display name (e.g., "Available", "Quarantine").
Description	Optional explanation.
Available	When unchecked, stock with this status is excluded from picking and consumption.
Blocked	When checked, stock with this status is excluded from planning calculations.

Changing the status of on-hand stock

You can change the quality status of stock directly from the On Hand > Tracking view:

Find the stock row you want to reclassify.
Click the Change Status action.
Select the new status and the quantity to reclassify.
Confirm.

Behind the scenes, this creates paired inventory transactions: one removing stock from the old status and one adding it to the new status.

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Batch tracking

Batch (or lot) tracking groups stock by a production or procurement batch. This is essential for traceability, recalls, and expiry management.

Enabling batch tracking

Open the material and go to Tracking Dimensions.
Toggle Batch to on.
Configure Batch Properties -- select which fields to track:

Property	Description
Batch Number	Required identifier for the batch.
Manufacturing Date	When the batch was produced.
Shelf Life Date	When the batch reaches end of shelf life.
Best Before Date	When the batch is no longer at peak quality.
Expiry Date	When the batch expires and can no longer be used.
Country of Origin	Where the batch was manufactured or sourced.

Automatic date calculation

If Manufacturing Date is enabled alongside any of the date properties, you can configure period days that automatically calculate the target date:

Shelf life period (days) -- *Manufacturing Date + N days = Shelf Life Date*
Best before period (days) -- *Manufacturing Date + N days = Best Before Date*
Expiry period (days) -- *Manufacturing Date + N days = Expiry Date*

**Warning** -- If you enable batch tracking but do not configure any batch properties, a yellow validation warning will appear: *"Batch tracking is enabled but no batch properties are configured."*

Batch lifecycle

Status	Meaning
New	Just created; not yet used in a transaction.
Active	In use. Inventory transactions reference this batch.
Quarantine	Isolated for quality investigation. Stock is typically blocked.
Depleted	All stock from this batch has been consumed or transferred out.
Archived	Permanently closed for historical reference.

When an arrival journal is posted, any New batches referenced in its tracking lines are automatically transitioned to Active.

Expiry monitoring

The On Hand > Expiry view provides a dedicated grid for monitoring batch expiry across all locations. Each row shows:

Material name and batch number
All configured date fields (manufacturing, shelf life, best before, expiry)
Remaining days -- calculated as the number of days until expiry, with colour-coded urgency
Shelf life status: - *Valid* -- not yet approaching expiry - *Expiring Soon* -- approaching the configured threshold - *Expired* -- past the expiry date - *No Expiry* -- no expiry date is set for this batch

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Serial number tracking

Serial tracking assigns a unique identifier to each individual item. Unlike batch tracking (which groups items), serial tracking is one-to-one: each serial number represents exactly one unit.

Serial number lifecycle

Status	Meaning
New	Created but not yet in inventory.
Active	Currently in stock.
Quarantine	Isolated for investigation.
Sold	Transferred to a customer.
Consumed	Used internally (maintenance, production).
Scrapped	Permanently removed from service.
Issued	Issued to a department or work order.

Serial numbers can optionally be linked to a batch (when both serial and batch tracking are enabled on the same material).

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Ownership tracking

Ownership tracking records who owns each unit of stock. This is important for consignment inventory, vendor-managed inventory, and multi-party warehouse scenarios.

Owner types

Type	Description
Internal	Owned by your organisation.
Supplier	Owned by a vendor (consignment stock).
Customer	Owned by a customer (held on their behalf).

Owner lifecycle

Status	Meaning
New	Owner record created but not yet used in transactions.
Active	In use. Inventory references this owner.
Blocked	Owner is suspended; stock cannot be transacted under this owner.

Ownership transfer journal

When stock ownership needs to change (e.g., consignment stock is purchased, or stock is transferred to a customer), use an Ownership Transfer Journal. See [Inventory Management > Ownership Transfer](../inventory-docs/07-ownership-transfer.md).

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How tracking dimensions work in journal lines

When a material with tracking dimensions is added to an inventory journal, each journal line can have tracking lines -- sub-rows that break the line's quantity down by dimension:

Journal Line: Lubricant Oil, 100 L

├─ Tracking Line 1: Batch B-2024-001, Space A1, 60 L

├─ Tracking Line 2: Batch B-2024-002, Space A2, 30 L

└─ Tracking Line 3: Batch B-2024-003, Space B1, 10 L

The sum of tracking line quantities must equal the parent line's quantity.

Tracking line locking

Once a tracking dimension entity (batch, serial, or owner) has been used in a posted transaction (i.e., its status is no longer New), it becomes immutable on that tracking line. You cannot change the batch number, serial number, or owner after the fact. You can only create new tracking lines with different values.

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Variants and Dimensions

When a material comes in multiple variations -- different colours, sizes, styles, or capacities -- Navatom uses a master-variant system. A single master material defines the shared properties, and individual variant materials represent each specific combination.

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Concepts

Master material

A master material is a template. It cannot be used directly in transactions (you cannot stock or purchase a "T-Shirt" -- you stock a "T-Shirt, Red, XL"). The master holds shared properties:

Name, code, description
Material type and category
Dimension group assignments (which axes of variation apply)
Optionally: shared attributes and shared physical dimensions

Variant material

A variant is a concrete, transactable material generated from a master. Each variant represents a unique combination of dimension values (e.g., Colour=Red + Size=XL). Variants have their own:

Code and part number
Lifecycle status (independent of the master)
Units of measure
Tracking dimensions
Coverage settings
On-hand quantities

Standalone material

A material that does not participate in the variant system. Most materials are standalone -- they represent a single item without variations.

Dimension group

A dimension group defines one axis of variation. Each group has a type that describes what kind of variation it represents:

Type	Examples
Colour	Red, Blue, Black
Size	S, M, L, XL, XXL
Style	Classic, Modern, Sport
Capacity	500ml, 1L, 2L
Material	Steel, Aluminium, Plastic
Flavour	Vanilla, Chocolate, Mint
Version	v1.0, v2.0, v3.0

Dimension

A dimension is a single value within a group (e.g., "Red" in the Colour group). Each dimension has a name, an optional code, and a status (Draft / Active / Inactive).

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Setting up dimension groups and dimensions

Dimension groups and dimensions are configured from the **company application** only, under **Material > Categorisation > Dimensions**.

Creating a dimension group

Go to Material > Categorisation > Dimensions and select the Groups tab.
Click Create.
Enter a name (e.g., "Paint Colours") and select the type (e.g., Colour).
Click Save. The group is created in Draft status.
Activate the group.

Adding dimensions to a group

Open the dimension group.
In the Dimensions section, click Create.
Enter the dimension name (e.g., "Red"), optional code, and description.
Click Save and Activate.

Repeat for each value in the group.

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Creating a master material

Open Material > Material List and click Create.
Set Variation type to Master.
Fill in the name, category, and type as usual.
Click Save.

Assigning dimension groups

Once the master material is created:

Open it and find the Dimensions section in the right sidebar.
For each relevant dimension type (Colour, Size, etc.), select a dimension group from the dropdown.
Once at least one group is assigned, the system can generate variants.

**Validation** -- If you assign dimension groups but do not generate any variants, a red violation will appear: *"No variants generated for this master material."* If you forget to assign dimension groups entirely, you'll see: *"Dimension groups not set."*

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Generating variants

Open the master material and go to the Variants section in the centre.
Click Add Variant. A modal opens showing all possible variants -- the full cartesian product of all dimension group values. For example, if you have: - Colour group: Red, Blue - Size group: S, M, L The possible variants table shows six rows: | Name | Colour | Size | |----------------------------|--------|------| | T-Shirt - Red - S | Red | S | | T-Shirt - Red - M | Red | M | | T-Shirt - Red - L | Red | L | | T-Shirt - Blue - S | Blue | S | | T-Shirt - Blue - M | Blue | M | | T-Shirt - Blue - L | Blue | L |
Select the variants you want to create (check individual rows or use the header checkbox to select all).
Click Create. Selected variants are generated as new material records in Draft status.

Each generated variant:

Gets an auto-generated name: *"[Master name] - [Dim1] - [Dim2] - ..."*
Inherits the master's type and category
Can optionally inherit attributes and physical dimensions (see below)
Has its own independent lifecycle

Already-created variants

Variants that already exist are excluded from the possible-variants table. You will only see combinations that have not yet been generated.

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Shared properties

A master material can optionally share certain properties with its variants:

Shared attributes

When Share Attributes is enabled on the master:

Attribute values set on the master are inherited by all variants.
Editing an attribute on the master propagates to all variants.

Shared physical dimensions

When Share Physical Dimensions is enabled:

Physical measurements (weight, height, width, depth, volume) set on the master are inherited by all variants.

Both sharing toggles can be controlled from the master material's detail page.

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What master materials cannot do

Because a master is a template, several features are hidden or disabled:

Feature	Available on Master?
On Hand	No
Transactions	No
Price History	No
Coverage	No
External Part Numbers	No
Attributes	Only if sharing is enabled
Physical Dimensions	Only if sharing is enabled
Tracking Dimensions	No

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Managing variants

Each variant is a full material record. You can:

Open it from the master's Variants table (click the row).
Edit its name, code, part number, and other basic fields independently.
Assign different units of measure.
Configure tracking dimensions.
Set up coverage per location.
Activate, deactivate, or deprecate it independently of the master.

The variant's detail page shows a Hierarchy section indicating its master material with a navigation link back to the master.

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Removing a dimension group from a master

You can remove a dimension group from a master only if no variants have been generated yet. Once variants exist, the dimension group assignment is locked -- you would need to delete all variants first.

The dimension group dropdown shows a clear (x) button only when there are no variants.

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Coverage and Planning

Coverage settings define how much of each material you want to keep at each inventory location -- minimum stock levels, reorder points, lot sizes, and lead times. These parameters drive stock-level monitoring, coverage analysis, and future MRP calculations.

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Where coverage is configured

Coverage is set per material, per location. A single material can have different planning parameters at different warehouses or vessels.

You can manage coverage from two places:

Material detail page > Coverage section (centre area) -- shows all locations where this material has coverage settings.
Inventory location detail page > Coverage tab -- shows all materials with coverage settings at this location.

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Creating a coverage record

Open a material's detail page.
Go to the Coverage section.
Click Add.
Select the inventory location. Locations that already have coverage for this material are excluded from the dropdown.
Fill in the planning parameters (see table below).
Click Save.

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Coverage parameters

Stock levels

Field	Description
Minimum	The reorder point. When on-hand drops below this, replenishment should be triggered.
Optimal	The target stock level after replenishment.
Maximum	The upper limit. Replenishment should not exceed this.

Classification

Field	Description
Critical	Toggle indicating this is a critical item at this location.
Criticality	Qualitative rating: Low, Medium, or High. Used for ABC analysis.
Valuation	Qualitative rating: Low, Medium, or High. Used for XYZ analysis.

MRP planning

Field	Description
MRP type	The planning strategy. See [MRP types](#mrp-types).
Lot size procedure	How to calculate order quantities. See [Lot sizing](#lot-sizing).
Planning period	Number of days per planning cycle.
Shrinkage rate	Expected percentage loss during storage or handling.

Order modifiers

Field	Description
Minimum order quantity	Smallest quantity that can be ordered.
Maximum order quantity	Largest quantity that can be ordered at once.
Fixed order quantity	If set, orders are always this exact quantity.
Order quantity multiple	Orders must be in multiples of this value (e.g., 10).

Procurement lead times

Field	Description
Planned delivery days	Expected number of days from order placement to delivery.
GR processing days	Number of days to process the goods receipt after arrival.
Over-delivery tolerance	Percentage by which a delivery may exceed the ordered quantity.
Under-delivery tolerance	Percentage by which a delivery may fall short of the ordered quantity.

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MRP types

The MRP type determines how the system evaluates replenishment needs:

MRP type	Behaviour
Not Planned	No automatic planning. Stock levels are monitored but no replenishment suggestions are generated.
Reorder Point	Triggers replenishment when on-hand falls below the minimum level. Simple and effective for steady-demand items.
MRP	Demand-driven planning. Considers open orders, forecasts, and lead times to schedule replenishment.
Forecast-Based	Uses historical consumption data and forecasts to project future needs.

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Lot sizing

The lot size procedure determines how much to order when replenishment is triggered:

Procedure	Behaviour
Exact	Order exactly the quantity needed to fill the gap.
Fixed	Always order the fixed order quantity (from order modifiers).
Min/Max	Order enough to bring stock up to the maximum level.
Period	Consolidate demand over the planning period into a single order.
Manual	No automatic calculation; the planner decides the quantity.

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Coverage monitoring

On Hand > Coverage view

The On Hand > Coverage view (under Inventory > On Hand) provides a real-time analysis of stock levels against coverage targets across all materials and locations:

Column	Description
Material	Material name, code, and type.
Location	Inventory location.
On-hand quantity	Current stock level.
Minimum	Configured minimum stock level.
Optimal	Configured optimal stock level.
Maximum	Configured maximum stock level.
Coverage ratio	Percentage of optimal level currently on hand. Colour-coded.
Coverage status	Qualitative assessment based on the ratio.

Coverage statuses

Status	Meaning	Visual indicator
Critical	On-hand is zero or dangerously low.	Red
Below Minimum	On-hand is below the minimum level.	Orange
Below Optimal	On-hand is between minimum and optimal.	Yellow
Adequate	On-hand is at or above the optimal level.	Green

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Editing and removing coverage

Editing

In the Coverage table, click the Edit button on the row.
A form opens pre-populated with the current values.
Make your changes and click Save.

Removing

Click the Delete button on the row.
Confirm the deletion. This cannot be undone.

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Coverage vs. location-level reason policy

Coverage parameters and location-level reason policies serve different purposes:

Coverage answers: *"How much should we have?"*
Reason policy answers: *"Why are we making this inventory change?"*

Both are configured per location but address different aspects of inventory management.

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Settings and Configuration

This chapter covers the configuration entities that support Material Management: material types, attributes, dimension groups, user groups, and access rights.

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Material types

A material type defines the behavioural profile of a material -- whether it can be purchased, stocked, sold, or manufactured. Types also control which sections appear on the material detail page.

Type capabilities

Capability	Effect when enabled
Purchasable	Material can appear on purchase requisitions, orders, and quotations. The purchase unit field is visible. Price history is available.
Stockable	Material participates in inventory tracking. On-hand, transactions, coverage, tracking dimensions, physical dimensions, and journal reason policy sections are visible.
Valuated	Material has financial value and participates in valuation calculations.
Salable	Material can appear on sales documents. The sales unit field is visible.
Manufacturable	Material can be produced internally.

Creating a material type

Go to Material > Categorisation > Types.
Click Create.
Fill in:

Field	Required	Notes
Name	Yes	Display name (e.g., "Spare Part", "Consumable").
Code	No	Short identifier.
Code prefix	No	3-letter uppercase prefix used for auto-generating material codes (e.g., "SPR" produces codes like SPR 000001).
Description	No	Explanation of when to use this type.
Capabilities	No	Toggle each capability on or off.
Default for creation	No	When enabled, this type is pre-selected in the material creation form. Only one type can be the default.
Allowed units	No	Restrict which units of measure can be assigned to materials of this type. Leave empty to allow all.

Click Save (created in Draft), then Activate.

Material type detail page

Section	Contents
Definition	Name, code, code prefix, capabilities, status, default flag.
Description	Free-text description.
Allowed Units	Units permitted for this type.
Materials	All materials of this type (read-only list).
Comments	Threaded comments.
Attachments	File uploads.
Events	Audit log.

Type lifecycle

Status	Meaning
Draft	Being configured. Cannot be assigned to materials.
Active	Available for assignment.
Inactive	Suspended. Existing materials keep the type, but new materials cannot use it. A warning violation appears.
Deprecated	Marked for phase-out.
Deleted	Permanently removed.

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Attributes

Attributes let you attach custom data fields to materials based on their category. This is useful for industry-specific properties that are not part of the standard material record.

Attribute types

An attribute type is a field definition. Examples: "Viscosity Grade", "Colour Code", "CE Marking Date".

Property	Description
Name	Display name.
Value type	Data type of the value. Options: Text, Integer, Decimal, Date, Date-Time, Year, Month, Year-Month, Boolean.
Allow multiple	Whether the attribute can have multiple values.
Options	For text attributes, a fixed list of selectable options (dropdown).
Range	For numeric attributes, minimum and maximum constraints.
Status	Draft, Active, or Inactive.

Creating an attribute type

Go to Material > Categorisation > Attributes (Details tab).
Click Create.
Define the name, value type, and constraints.
Click Save and Activate.

Attribute type groups

Groups organise related attribute types together. For example, a "Chemical Properties" group might contain "Viscosity Grade", "Flash Point", and "pH".

Groups have their own lifecycle (Draft / Active / Inactive) and can be assigned to categories.

Assigning attributes to categories

Attribute types are linked to categories (see [Classification](03-classification.md)):

Open a category's detail page.
In the Attributes section, add the desired attribute types.
Optionally enable Inherit Attributes to pull in attribute types from the parent category.

Once assigned, any material in that category will display the attribute fields on its detail page.

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Dimension groups and dimensions

Dimension groups and dimensions power the variant system. See [Variants and Dimensions](06-variants.md) for full details.

Managing dimension groups

Go to Material > Categorisation > Dimensions (Groups tab).
Create groups, set their type (Colour, Size, etc.), and activate.

Managing dimensions

Go to Material > Categorisation > Dimensions (Details tab).
Create dimensions, assign them to groups, and activate.

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User groups

Material user groups are used in authorisation rules to control which users can perform certain actions on materials based on their category group assignment.

Managing user groups

Go to Material > Settings > User Groups.
Create, edit, or delete groups.
Assign users to groups.

User groups defined here are referenced in inventory approval rules and authorisation rules. For example, a rule might say: "Users in the 'Engine Room Team' group can create requisitions for materials in the 'Engine Room Spares' category group."

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Access rights

Material Management uses access rights to control who can perform specific actions. These are configured in the Administration module.

Company-side access rights

Access right	Controls
Create Material	Ability to create new material records.
Edit Material	Ability to edit material fields and perform lifecycle actions.
Create Material Type	Ability to create new material types.
Edit Material Type	Ability to edit material types.
Create Material Category	Ability to create categories.
Edit Material Category	Ability to edit categories.
Create Material Category Group	Ability to create category groups.
Edit Material Category Group	Ability to edit category groups.
Edit Material Catalogue	Ability to edit catalogues.

Ship-side access rights

Access right	Controls
Create Material	Ability to create materials from the ship application.
Edit Material	Ability to edit materials from the ship application.
Create Material Category	Ability to create categories from the ship application.
Edit Material Category	Ability to edit categories from the ship application.

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Status Reference

This document is a quick-reference for every status, editability rule, and lifecycle in the Material Management module.

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Material statuses

Status	Colour	Can be used in transactions?	Basic fields editable?	Structural fields editable?
Draft	Amber	No	Yes	Yes (if no transactions)
Active	Green	Yes	Yes	Yes (if no transactions)
Inactive	Grey	No	Yes	Yes (if no transactions)
Deprecated	Orange	No	No	No
Deleted	Red	No	No	No

Material status transitions

From	Allowed transitions
Draft	Activate, Deprecate
Active	Deactivate
Inactive	Activate, Deprecate, Delete
Deprecated	Activate, Delete
Deleted	(terminal state)

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Material editability matrix

Basic fields

Field	Draft	Active	Inactive	Deprecated	Deleted
Name	Edit	Edit	Edit	View	View
Description	Edit	Edit	Edit	View	View
Code	Edit	Edit	Edit	View	View
Part Number	Edit	Edit	Edit	View	View
Tags	Edit	Edit	Edit	View	View
Product IDs	Edit	Edit	Edit	View	View
External Part Nos.	Edit	Edit	Edit	View	View
Attributes	Edit	Edit	Edit	View	View
Manufacturer	Edit	Edit	Edit	View	View
Images	Edit	Edit	Edit	View	View
Comments	Edit	Edit	Edit	View	View
Attachments	Edit	Edit	Edit	View	View

Structural fields

These fields are additionally locked when inventory transactions exist, regardless of status.

Field	Draft	Active	Inactive	Deprecated	Deleted	After transactions?
Material Type	Edit	Edit	Edit	View	View	Locked
Category	Edit	Edit	Edit	View	View	Locked
Base Unit	Edit	Edit	Edit	View	View	Locked
Purchase Unit	Edit	Edit	Edit	View	View	Locked
Sales Unit	Edit	Edit	Edit	View	View	Locked
UoM Conversions	Edit	Edit	Edit	View	View	Locked
Tracking Dimensions	Edit	Edit	Edit	View	View	Locked
Physical Dimensions	Edit	Edit	Edit	View	View	Locked
Dimension Groups	Edit	Edit	Edit	View	View	Locked

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Material type statuses

Status	Colour	Assignable to new materials?
Draft	Amber	No
Active	Green	Yes
Inactive	Grey	No (warning on existing)
Deprecated	Orange	No (warning on existing)
Deleted	Red	No

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Catalogue statuses

Status	Colour	Materials can be assigned?
Draft	Amber	No
Active	Green	Yes
Inactive	Grey	No (warning on existing)
Deprecated	Orange	No (warning on existing)

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Category group statuses

Status	Colour	Materials can be assigned?
Draft	Amber	No
Active	Green	Yes
Inactive	Grey	No (warning on existing)
Deprecated	Orange	No (warning on existing)
Deleted	Red	No

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Category statuses

Status	Colour	Materials can be assigned?
Draft	Amber	No
Active	Green	Yes
Inactive	Grey	No (warning on existing)
Deprecated	Orange	No (warning on existing)
Deleted	Red	No

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Unit of measure statuses

Status	Colour	Assignable to materials?
Draft	Amber	No
Active	Green	Yes
Inactive	Grey	No

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Unit of measure conversion statuses

Status	Colour	Used in calculations?
Draft	Amber	No
Active	Green	Yes
Inactive	Grey	No

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Unit of measure system statuses

Status	Colour	Units can be assigned?
Draft	Amber	No
Active	Green	Yes
Inactive	Grey	No

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Attribute type statuses

Status	Colour	Assignable to categories?
Draft	Amber	No
Active	Green	Yes
Inactive	Grey	No

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Attribute type group statuses

Status	Colour	Can hold attribute types?
Draft	Amber	No
Active	Green	Yes
Inactive	Grey	No

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Dimension statuses

Status	Colour	Assignable to groups?
Draft	Amber	No
Active	Green	Yes
Inactive	Grey	No

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Dimension group statuses

Status	Colour	Assignable to masters?
Draft	Amber	No
Active	Green	Yes
Inactive	Grey	No

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Batch statuses

Status	Colour	Description
New	Grey	Just created; transitions to Active on first post.
Active	Green	In use in inventory.
Quarantine	Orange	Isolated for quality investigation.
Depleted	Yellow	All stock consumed.
Archived	Grey	Permanently closed.

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Serial number statuses

Status	Colour	Description
New	Grey	Created but not yet in inventory.
Active	Green	Currently in stock.
Quarantine	Orange	Isolated for investigation.
Sold	Blue	Transferred to a customer.
Consumed	Grey	Used internally.
Scrapped	Red	Permanently removed from service.
Issued	Teal	Issued to a department or work order.

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Owner statuses

Status	Colour	Description
New	Grey	Created but not yet used in transactions.
Active	Green	In use.
Blocked	Red	Suspended; stock cannot be transacted under this owner.

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Validation violations quick reference

Violation	Severity	Colour
Corrupted category data	Error	Purple
Base unit not assigned	Error	Red
Dimension groups not set	Error	Red
No variants generated	Error	Red
Type not allowed in category group	Error	Red
Missing conversion: base to purchase	Error	Red
Missing conversion: base to sales	Error	Red
Missing conversion: purchase to sales	Error	Red
Type not assigned	Warning	Orange
Inactive catalogue	Warning	Orange
Inactive category group	Warning	Orange
Inactive category	Warning	Orange
Inactive type	Warning	Orange
Category not assigned	Warning	Yellow
Batch enabled, no properties set	Warning	Yellow
Part number not set	Info	Grey
Sales unit not assigned	Info	Grey
Purchase unit not assigned	Info	Grey

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Glossary

Term	Definition
Base unit	The fundamental unit of measure used for inventory tracking. Also called the inventory unit.
Batch	A manufacturing or procurement lot, used for traceability.
Catalogue	The top-level container in the classification hierarchy.
Category	A leaf-level classification node within a category group.
Category group	A mid-level grouping within a catalogue that can restrict material types.
Coverage	Per-material, per-location stock planning parameters.
Dimension	A single value in a dimension group (e.g., "Red").
Dimension group	An axis of variation for master materials (e.g., "Colour Group").
Master material	A template material that generates variants.
Material type	A behavioural profile defining what a material can do (purchase, stock, sell).
MRP	Material Requirements Planning -- demand-driven replenishment.
On hand	The current stock quantity, calculated from inventory transactions.
Serial number	A unique identifier for an individual item.
Space	A sub-location within an inventory location (shelf, bin, hold).
Standalone material	A material that does not participate in the variant system.
Structural field	A field that is locked once inventory transactions exist.
Tracking dimension	A dimension (batch, serial, owner, space, status) that adds granularity to inventory records.
UoM	Unit of Measure.
Variant	A concrete, transactable material generated from a master.
Violation	A validation issue detected on a material record.

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Last updated: March 2026

Material

What you can do

Key concepts

Materials

Catalogue materials vs. temporary materials

Two levels of editability

How Material Management connects to other modules

Navigation (company application)

Navigation (ship application)

See also

Working with Materials

Creating a material

Material detail page

Page header

Banner messages

Left sidebar

Centre area

Right sidebar

Left dock (full-width panels)

Right dock (tabs)

Lifecycle actions

Editing fields

Inline editing

Basic fields (always editable while material is not Deprecated or Deleted)

Structural fields (locked once inventory transactions exist)

Validation and violations

Error-level violations (prevent proper operation)

Warning-level violations

Informational violations

Unit-of-measure conversions

Adding a conversion

Editing or removing a conversion

Equipment linking

Journal reason policy

See also

Classification

Catalogues

What a catalogue defines

Creating a catalogue

Catalogue detail page

Distributed catalogues

Category groups

What a category group defines

Creating a category group

Category group detail page

Categories

What a category defines

Creating a category

Category detail page

Category path

How classification affects other modules

Lifecycle for classification entities

See also

Units of Measure

Concepts

Unit of measure

Three unit roles on a material

Global vs. local units

Unit systems

Creating a unit system

Unit system detail page

Creating a unit of measure

Unit detail page

Measurement types

Unit conversions

Creating a global conversion

Material-level conversions

Conversion direction

Assigning units to a material

From the creation form

From the material detail page

Validation

See also

Tracking Dimensions

Overview

Space tracking

Status tracking

Inventory statuses

Changing the status of on-hand stock

Batch tracking