Create a material

Create a material

1. Navigate to the “Materials” page
2. Click on the “New Material” button to start creating

1. Enter the required fields
   1. Name : Will be visible when you have to choose this material from a list
   2. Type : Allows you to classify the materials in the list
   3. Unity : Allows you to budget and add costs according to this unit.
   4. Organizations : Allows you to assign costs automatically based on the organization (supplier) of the equipment.
   5. Click on the “Confirm” button and your material will be created.

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Importing materials

1. Navigate to the “Materials” page
2. Click on the options button at the top right and “CSV import”

1. Click “Upload file” or enter your details manually
   1. If you are uploading a file, it must be a CSV file. You will then need to associate the columns in your file with the columns displayed.
   2. If you use the manual function, simply copy and paste the information previously filled in from an Excel whose columns are ordered as shown on the import page.

1. Revise the errors indicated by our tool if necessary
2. Click on the “Import” button and your materials will be created