Creating a new material
There are two ways to create a new material:
1) Click on the global "+" button and select "+ New material card".
2) On a Purchase Order card or Product Recipe, type a name of new material to an item field and select "Create new: [material name]" from the drop-down list. This will open a pop-up window where you can enter basic details of your material (name, unit of measure, variant code, purchase price). When you click "Done", a new material will be created and also automatically added to the Purchase Order or Product Recipe. To enter more details about the material you just created, go to the "Items" section and click on this material in the material list to open a full material card.
Material name (required) - unique name of your material. If your material has multiple variants, we do not recommend including material attributes in the material name (like color, size etc.). You can use our variants feature for creating these kinds of variations (read more).
Recommended: Table leg
Not recommended: Table leg white with black lines
Category - group your materials into distinct categories. These are useful for better organization and analysis of similar materials inside Katana. Read more about What are categories, Creating categories, Editing and deleting categories.
Example categories: Tables, Chairs
Unit of measure - the unit you use to measure the quantity of your material (e.g. pieces, kilograms, meters). You can manage the list of units (add, edit and delete) in the "Settings" menu.
Default supplier - the supplier from whom you are purchasing the material by default. This supplier is added to a purchase order automatically when the related material is added to the order.
Variant code / SKU - a unique identifier for your material variant. If you have not enabled multiple variants, then the material is considered to have a single variant. You can use it to create your own material identification system. Read more about What is a variant code?.
Default purchase price - purchase price of your materials from suppliers. This is a default purchase price added to purchase orders, but can be changed manually on each purchase order. Different purchase price can be assigned to each material variant.
Variants - groups of the same material, categorized by specific attributes. Attributes could be color and size, for example. Using the variants feature (compared to creating separate material items for each variant) can save you a lot of time, as they enable changing supply terms globally for all variants of the material. Activating the variants check box opens a 'Variants setup', where you can enter Variant options (e.g. color, size) and Option values (e.g. red and blue for 'color' option). Variant options will appear as new columns in the table at the bottom of the material card and Option values can be chosen from the drop-down menu in the text fields of those columns. If you have not enabled multiple variants, then the material is considered to have a single variant.
Note: Reorder Point for materials can be set in the "Stock" screen. It's the level of inventory for a material that indicates a need to replenish the material's stock. It is used to ensure that you always have sufficient stock to protect the business against spikes in demand. Read more about What is Reorder Point? and Determining the appropriate level of Reorder Point.